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Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google Sheets

n8nn8n10 modulesv1.0
GmailSlackGoogle Sheets

Description Streamline client retention and contract renewals by automatically identifying expiring accounts, sending personalized reminder emails, and notifying account managers through Slack. This workflow ensures timely outreach, improved renewal rates, and centralized tracking β€” without manual effort. πŸ”πŸ“§πŸ“… What This Template Does - Triggers daily at 9 AM to check for contracts expiring within 10 days. ⏰ - Fetches all client records from GoHighLevel CRM. πŸ—‚οΈ - Validates client data to ensure re

At a glance

Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google Sheets is a ready-made n8n workflow you import as a workflow JSON file β€” no build required. It connects Gmail, Slack, Google Sheets. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
Gmail, Slack, Google Sheets
Modules
10
Price
Free
Version
v1.0
Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google Sheets workflow diagram

About this workflow

Description Streamline client retention and contract renewals by automatically identifying expiring accounts, sending personalized reminder emails, and notifying account managers through Slack. This workflow ensures timely outreach, improved renewal rates, and centralized tracking β€” without manual effort. πŸ”πŸ“§πŸ“… What This Template Does - Triggers daily at 9 AM to check for contracts expiring within 10 days. ⏰ - Fetches all client records from GoHighLevel CRM. πŸ—‚οΈ - Validates client data to ensure required custom fields (Contract End Date & Account Manager) are available. 🧩 - Filters expiring contracts and formats key client details (name, email, expiry date). πŸ” - Sends renewal reminder emails to clients using Gmail. πŸ’Œ - Notifies account managers in Slack with full client and renewal details. πŸ’¬ - Generates a summary report of total reminders sent and execution status. πŸ“‹ - Logs all reminders and timestamps into Google Sheets for performance tracking. πŸ“Š Key Benefits βœ… Never miss renewal deadlines again βœ… Improve client retention and satisfaction βœ… Reduce manual tracking and follow-up work βœ… Keep account managers informed in real-time βœ… Maintain a clear audit trail of renewal activities Features - Automated daily scheduling (9 AM trigger) - GoHighLevel integration for client data - Dynamic filtering for contracts expiring within 10 days - Gmail email automation for personalized messages - Slack notifications for internal visibility - Google Sheets logging for analytics and reporting Requirements - GoHighLevel account with access to Contacts API - Custom fields: Contract End Date and Account Manager - Gmail account with OAuth2 credentials - Slack Bot token with chat:write permission - Google Sheets OAuth2 credentials Target Audience - Account management and client success teams - Agencies handling multiple client contracts - Businesses with recurring subscriptions or service renewals - Teams wanting automated retention workflows Step-by-Step Setup Instructions - Connect your GoHighLevel account and ensure contract-related custom fields are configured. - Set your Slack channel ID where renewal notifications will be sent. - Connect Gmail for automated client communication. - Link Google Sheets for centralized renewal logging. - Adjust reminder window in the code node (daysUntilExpiry <= 10) as per your needs. - Test the workflow once manually, then enable scheduling for automation.

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How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n β†’ click the menu β†’ Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

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