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Sales & leads

Contract Renewal Reminder Automation

Never miss a renewal date — reminders escalate to owners well before expiry.

Typical saving
Protects renewal revenue
Tools
n8n · Google Sheets · Slack
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Trigger

Renewal date approaching

How it works

Step by step

  1. 1Scan contracts for upcoming renewal dates daily
  2. 2Notify the account owner at 90, 60 and 30 days
  3. 3Create the renewal opportunity in the CRM
  4. 4Escalate to the manager if no activity by 30 days
  5. 5Track renewal outcomes for reporting
Outcome

Renewals become a managed process instead of a surprise.

Built with

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