1
Add, import, or AI-review records
Create records manually, import CSV rows, or upload documents so AI can extract dates and draft records for approval.
How it works
Capture the date. Assign the owner. Renew before it expires.
Flow365 Expiry gives small teams one workflow for expiration records, documents, reminders, renewal notes, and proof history.
Use it for COIs, licenses, permits, contracts, certifications, policies, vendor documents, and recurring compliance dates.
Workflow
One record carries the whole renewal story.
Each expiration record should hold the document, owner, status, key dates, notes, reminder history, and renewed proof.
2
Set dates and owners
Track expiration dates, renewal start dates, formal notice dates, owners, and status.
3
Follow up before expiration
Use reminder planning and reminder history to keep renewal work visible.
4
Mark renewed with proof
Enter the new expiration date and attach the renewed document as proof.
Use cases
Start with the paperwork that creates real business risk.
Flow365 Expiry is useful when a document, certification, permit, license, contract, or vendor record has a date the business cannot afford to miss.
Workflow questions
The core workflow is simple: track the date, assign the owner, remind before deadline, and keep proof.
Can I start manually?
Yes. You can create records manually first, import rows, or upload documents. AI can extract expiration dates and draft records for you to review and approve before they become active.
Can I import existing rows?
Yes. Flow365 Expiry is designed to support CSV import so you can move existing spreadsheet tracking into the app.
Can I keep proof after renewal?
Yes. When a record is renewed, you can attach the renewed document as proof and keep the new expiration date.
Build one place for expiration work.
Use Flow365 Expiry to keep important dates, owners, reminders, documents, and proof history organized.