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I currently use Smartsheet functions to send emails to contract owners 30, 60 and 90 days before a contract expires. I have been asked to determine if we could transition the entire contract management process into JWM, and I see this as the biggest blocker.
Thanks for the quick response. Where does automation pull the date from? Currently, we have a spreadsheet document in Smartsheet that has all the pertinent information in one line, and we automate from there. I'm obviously fairly new to JWM (experienced in Jira Software enterprise version). I can't visualize how this would work if an individual task is set up for each contract (we have about 140 contracts currently).
The automation can pull data from the issue, but you can also get data from external sources via REST API calls if needed. But in most cases all the information is on the issue.
Each contract would be its own issue in JWM, and you could do a bulk import so that you do not have to manually input all of them. Visually it would looks something like this:
You can use the due date to do this, and then the automation would look something like this: