Contract Renewal Alerts

Inside this workflow

Overview

**What it automates:** Daily trigger → fetch contracts from CRM → identify those renewing in 30/14/7/3 days → Slack alert with client name, amount, renewal date, and action (invoice/email). **Business outcome:** Renewal revenue has 3-5x higher margins than new revenue. Missing one renewal costs thousands. This workflow ensures your team sees every renewal coming. **Apps & nodes:** Schedule (daily), CRM API, Slack (alerts) **Setup (3 steps):** 1. Connect CRM and map renewal date field 2. Set alert windows (30/14/7/3 days) 3. Connect Slack **Difficulty:** Beginner (8 min setup) | **Credentials:** CRM, Slack

What's included

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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