🗓️ Proposal Expiry Management Automation with AI

Taskade Genesis manages the full lifecycle of every proposal's validity window — agents flag expiring offers, prompt you to extend or replace them, and archive deals that have passed their deadline so your pipeline stays accurate. ## What Is Proposal Expiry Management Automation? It's a lifecycle automation that monitors the validity date on every proposal record. When an offer approaches expiry, agents send a configurable warning. At expiry, the proposal is automatically moved to an "Expired" archive with a one-click renewal prompt that opens a new draft pre-filled with the original scope. ## Why Use Proposal Expiry Management Automation? Expired proposals sitting in your active pipeline distort your forecast. Clean data drives better decisions. - Automatic expiry tracking: Every proposal record carries a validity date that agents monitor continuously. - Pre-expiry alerts: Configurable warnings at 14, 7, and 1 day before validity ends. - One-click renewal: Expired proposals generate a renewal draft pre-filled with original scope and updated pricing. - Archive automation: Past-expiry proposals are moved automatically so only live deals appear in your active pipeline. - Calendar visibility: All expiry dates appear in a single Calendar view for at-a-glance management. ## Who Should Use Proposal Expiry Management Automation? - Freelancers whose quotes include a 30-day acceptance window. - Construction contractors whose material cost estimates expire quickly. - Insurance brokers managing policy proposal validity windows. - Software vendors tracking annual pricing quote validity. - Recruitment agencies managing candidate availability windows on placement proposals. ## How To Use Proposal Expiry Management Automation? 1. Clone the template from /automate and set a default validity duration for your proposals. 2. Assign an expiry date when creating each new proposal record. 3. Configure three reminder automations at 14, 7, and 1 day before expiry. 4. Set an expiry trigger: on expiry → archive the record → create a renewal draft. 5. Review expiry dates each morning in Calendar view and extend or replace as