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
Quickstart
- 01
Download the JSON
With an active Library Pass, download the workflow file right from this page or your dashboard.
- 02
Import into n8n
Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.
- 03
Plug in credentials
Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.
- 04
Activate and test
Run once with sample input, confirm the expected output, then flip the activate toggle.
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