Read the requirements list.
A scheduled check looks for missing information or a renewal date entered by your staff.
Outstanding requirements in one place
BUSINESS AUTOMATION / DOCUMENT TRACKING & REMINDERS
Document reminders
You keep chasing the same missing documents.
Keep a clear list of what is needed, what has arrived and what needs renewing. Send agreed reminders while a requirement is outstanding.
WORKING DEMOSample data only
Try the workflow.
Change the input. Run the example. See what happens.
01 / YOUR SAMPLE INPUT
Run the example twice to test duplicate handling, or choose another status to see when it stops.
Your result appears here when you run the example.
This demo runs locally in your browser. Nothing is sent or saved to a business account. A commissioned workflow connects your agreed applications after testing and approval.
CDM SETUP FEE
Setup: individually quoted
Configuration, agreed testing, instructions and handover. You approve the scope and fee before work starts.
YOUR CHOICE
Support: optional, quoted separately
Choose an agreed maintenance allowance or manage the workflow using your handover notes.
PAID TO YOUR SUPPLIERS
Software and usage: separate
Subscriptions and usage charges belong to your own accounts. These are not CDM’s setup or support fee.
See the running-cost allowance ↓THE WORKFLOW, STEP BY STEP
See what’s missing, received and ready for review.
The tracker follows entered requirements and dates. A person decides whether a document is suitable.
Follow the steps, at your pace.
Illustrations explain the process. They are not a live activity feed.Send the agreed reminder.
The workflow checks completion, intervals and limits before sending the approved wording. Exceptions are flagged for the owner.
A recorded reminder, within your rules- Human decision
Review, then mark complete.
A person checks suitability and dates. Receiving a file is a separate state from approving it; completion or a closed job stops reminders.
A reviewed status, not an assumed approval
Where you stay in control
A person checks document suitability, enters or verifies dates and marks each requirement complete. Receiving a file does not mean it is valid, compliant or suitable. You agree who can access the files and when records are removed.
Stop rules: Reminders stop when staff mark the requirement complete or close the job. New renewal requirements are explicit records; the workflow does not infer legal validity from a file.
Trigger and actions — the detailed workflow
A scheduled check finds an incomplete requirement or a renewal date entered by your staff.
- Check the requirement, received status, owner and entered expiry date.
- Send the approved reminder within the agreed limit and interval.
- Record the attempt and flag exceptions for staff.
What you provide and which applications can connect
- A requirements list, customer contacts and staff-entered expiry dates
- Access to the agreed tracker, secure document location and email account
- Reminder wording, completion rules, retention period and escalation owner
Microsoft Lists with SharePoint, or Google Sheets with Google Drive, plus a compatible form and Outlook or Gmail.
Connections depend on subscription, permission and compatibility checks. Use named access in your own accounts; do not send passwords in an enquiry.
Setup deliverables, testing and handover
- Create the requirement and status fields
- Configure missing-document and renewal reminders
- Test completed requirements, changed dates, closed jobs and unavailable files
- Document failure handling, controlled retries and a manual fallback
- Provide the workflow map, configuration notes and a handover walkthrough
Extra sources, additional connections, historical data cleanup and later changes may need a separate quote. Your proposal confirms the included scope before work starts.
SETUP, RUNNING COSTS & OWNERSHIP
Know the cost. Keep control.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
A quote built around your working day
Show me the task you want to improve. I’ll map the steps and quote for connecting your applications, checking the workflow and showing you how to use it. You can review the cost before committing.
Secure storage, upload forms, SMS or document processing may be extra if requested. The initial workflow tracks entered data and does not need AI document reading.
Ownership and handover
Your written quote confirms what is included, responsibilities, exclusions and any applicable VAT. Your accounts belong to you, with subscriptions normally paid directly to suppliers.
You receive a workflow map, configuration notes, template copies and a walkthrough. Access is granted through your accounts, with the permissions needed for the job. We agree how CDM access is removed or retained at handover.
Running costs are separate
- Automation platform subscription and usage allowance
- Additional email accounts or software upgrades
- Paid CRM/API access, forms, electronic signatures, SMS, storage or document processing where required
- Optional CDM maintenance with agreed limits and response arrangements
- Future changes, extra workflows or increased usage
For planning, allow approximately £10–£30/month for a small Make-based workflow, excluding existing application subscriptions and CDM maintenance. This is an indicative allowance, not a supplier quote or a guaranteed ceiling. Check current Make plans, usage, currency, billing term and taxes before purchase.
Care after handover
Your team owns day-to-day status updates and reviews failed runs. Optional maintenance can cover agreed monitoring, connection checks and small changes; scope and limits are written into the proposal. Without maintenance, the handover explains how to pause, retry and recover manually. These five starting workflows do not require runtime AI. Any later AI processing needs a separate explanation of purpose, review and charges.
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