How to Automate Alerts and Reminders for Deadlines and Key Events

Last updated: 2025-03-05

Automate Deadline & Task Tracking – Stay Organized with Ease

Stop stressing over deadlines, contracts, and responsibilities. Aptien keeps track of important dates for customer agreements, supplier contracts, employee obligations, and more—so you don’t have to.

  • Asset and equipment management: service reminders, warranty expirations
  • HR and employee management: contract expirations, onboarding, training reminders
  • Sales and CRM:  follow-ups on leads, customer tasks
  • Security, safety and compliance: audits, inspections, access permissions
  • Finance and invoicing: due dates, overdue payments

Stay in Control with Smart Alerts, Reminders & Tasks

  • Monitor deadlines for customer, vendor, and employee contracts.
  • Service reminders, warranty expirations
  • Stay on top of work schedules, compliance requirements, and key obligations.
  • Receive automatic notifications and generate tasks effortlessly.
  • Customize tracking to set reminders for anything important.
  • Reduce risks and avoid costly mistakes.
  • React quickly to critical updates.
  • Save time with seamless automation.
automated alerts and notifications

Where Businesses Use Automated Alerts & Notifications

HR & Employee Management

  • Probation Periods: Get reminders for upcoming probation period reviews.
  • Employment Contracts: Track contract end dates and renewals.
  • Work Equipment: Monitor assignment and expiration dates for employee tools.
  • Medical Checkups & Training: Receive alerts for required health exams and safety training.
  • Employee Development: Keep track of required employee training and certifications.

Workplace Safety & Equipment Compliance

  • PPE & Supplies: Manage replacement cycles and eligibility dates.
  • Safety & Compliance: Schedule technical inspections, medical checkups, and policy training.

Asset Maintenance & Inspections

  • Equipment & Machinery: Stay on top of maintenance and inspection deadlines.
  • Company Vehicles: Get reminders for service checks and insurance renewals.
  • Facilities & Tools: Track compliance deadlines for workplace equipment.
  • Service reminders, warranty expirations

Project & Job Deadlines

  • Project Management: Monitor delivery dates, work schedules, permits, claims, and warranties.
  • Sales & CRM: Keep track of meeting schedules, follow-ups, and customer care plans.
  • Task Management: Link deadlines to projects, clients, employees, and instructions.

Contracts & Documentation

  • Contract Tracking: Monitor contract deadlines for customers, suppliers, and employees.
  • Mail & Data Messages: Automate data message retrieval and document workflow.
  • Insurance Policies: Get alerts for policy renewal dates.

How to Set Up Automatic Tracking

Use Automated Alerts or Activity Plans to monitor deadlines. Decide which way is better according to your needs. Use reminders for generally proactive, scheduled tasks or deadlines, (e.g. for regular inspections, etc.).  Use Alerts for reactive notifications 

How to Set Alerts

  1. Select Item or Attribute You Want to Track  (e.g., a contract, asset, or employee record).
  2. Go to the item or record that requires a alere (e.g., a contract, asset, or employee record).
  3. Set Automated Alert According to your needs

How to Set Automated Notifications and Activities

  1. Select Organizer You Want to Track  (e.g., a contract, asset, or employee record).
  2. Go to the item or record that requires a alere (e.g., a contract, asset, or employee record).
  3. Set Automated Checklists according to your needs

With Aptien, you’ll never miss an important deadline again!

Customize It to Fit Your Needs

Aptien is a flexible system—you can set up Alerts for tracking any deadline or responsibility.