Reminder for Contract Approaching Deadline

โœ… Send me an email when a contract is 7 days away from expiring.

๐Ÿ’ก Use Case

You want to be notified in advance when a contract is approaching its Target End Date, so you have time to take action (renew, close, escalate, etc.).

๐Ÿ› ๏ธ How to Set Up the Automation Rule

Step 1: Open Automation Settings

  • Go to your Jira project where contracts are managed.

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  • Navigate to Project Settings โ†’ Automation

  • Click Create Rule

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Step 2: Add the Trigger

  • Choose Scheduled as the trigger type.

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  • Set it to run daily (e.g., every morning at 12 PM).

  • Specify the time at which the reminder will be dispatched.

  • Check โœ… โ€œRun a JQL search and execute actions for each issue.โ€

Step 3: Enter JQL Condition

Use the following JQL to target contracts expiring in the next 7 days:

issuetype = Contract Issue Type AND "Target end" >= now() AND "Target end" <= startOfDay("+7d") AND status != Done

โœ”๏ธ What this does:

In the JQL query, make sure to use the issue type youโ€™ve set as Contract Issue Type in the Pact Configuration.

  • Whose Target End Date is between today and the next 7 days

  • That are not yet marked as done/closed

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Step 4: Add an Action โ€“ Send Email

  • Add the โ€œSend Emailโ€ action.

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  • Please populate the email content with the following example, or you may customize it to suit your specific requirements.

    To: Select sender options from Dropdown or a static address like contracts@company.com.

Email Subject:

Reminder: Contract {{issue.key}} โ€“ "{{issue.summary}}" is expiring on {{issue.Target end}}

Email Body:

Hi {{issue.assignee.displayName}},

This is a reminder that the contract {{issue.key}} โ€“ "{{issue.summary}}" is scheduled to end on {{issue.Target end}}.

Please take the necessary action โ€” renew, extend, or close the contract before the deadline.

๐Ÿ”— View contract in Jira: {{issue.url}}

โ€” Jira Automation
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Step 5: Save and Enable

  • Name your rule: Contract Expiry Reminder โ€“ 7 Days

  • Click Publish Rule and verify it is enable.


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