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Sales·n8n workflow

Client Renewal Alert System

Track contract renewal dates across your CRM, email clients 30/14/7 days before expiry, and post team alerts to Slack so nothing falls through the cracks.

Overview

**What it automates:** Schedule trigger (daily) → query CRM for contracts expiring in 30/14/7 days → Gmail sends personalized renewal reminder emails → Google Sheets logs outreach → Slack posts team summary. **Business outcome:** Renewal revenue has 3-5x higher margins than new revenue. A single missed renewal costs thousands. This workflow automates the entire reminder sequence so your team never forgets a client. **Apps & nodes:** CRM API (HubSpot, Salesforce, or GoHighLevel), Gmail (renewal emails), Slack (team alerts), Google Sheets (activity log), n8n scheduler **Setup (4 steps):** 1. Connect your CRM and define renewal date field 2. Set alert windows: 30 days (initial touch), 14 days (follow-up), 7 days (final) 3. Customize renewal email template by contract value 4. Connect Slack and Google Sheets for tracking **Difficulty:** Intermediate (20 min setup) | **Credentials:** CRM (HubSpot/Salesforce/GoHighLevel), Gmail, Slack, Google Sheets

What's included

Importable n8n workflow (JSON)
Real, wired nodes — trigger, logic, and actions
Setup notes: which credentials to connect
Free updates when the workflow changes
Commercial-use license — keep and customize
Email support if you get stuck

Quickstart

  1. 01

    Download the JSON

    With an active Library Pass, download the workflow file right from this page or your dashboard.

  2. 02

    Import into n8n

    Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

  3. 03

    Plug in credentials

    Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

  4. 04

    Activate and test

    Run once with sample input, confirm the expected output, then flip the activate toggle.

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