Power Automate workflow · IT & admin

VIP anniversary and renewal reminders with a seat true-up checklist

90/60/30-day reminders before the Adobe VIP anniversary, with a checklist and a quote request to your reseller.

TriggerRecurrence — daily check against the anniversary date stored in a config list
ConnectorsSharePoint · Microsoft Teams · Office 365 Outlook
CategoryIT & admin

The problem

Renewals sneak up; there's no time to right-size seats or get budget approval.

The outcome

IT and finance get a timeline, a usage review and a pre-filled quote request in time.

Before you start

  • Store your VIP number, anniversary date and reseller contact in a Licensing Config list.

Build it step by step

  1. Check dates — Compare today with anniversary − 90/60/30 days.
  2. 90 days — Start the licence-reclaim review.
  3. 60 days — Email the reseller a quote request with current seat counts.
  4. 30 days — Escalate to finance for PO approval.
  5. Log — Record each step on the config item.

Connector action names are shown as they appear in Power Automate at the time of writing; Microsoft and Adobe occasionally rename actions or add new versions.

Error handling

  • Keep the VIP number out of public channels.

Licensing

  • Standard connectors.

Variations

  • Consider a 3-year VIP Select commitment if you have 10+ licences — ask your reseller to model it.

Common in: GLCs · Education · Government