Automate Client Renewal Alerts from GoHighLevel to Gmail, Slack & Google Sheets

Description

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 — without manual effort. 🔁📧📅

What This Template Does
Triggers daily at 9 AM to check for contracts expiring within 10 days. ⏰
Fetches all client records from GoHighLevel CRM. 🗂️
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). 🔍
Sends renewal reminder emails to clients using Gmail. 💌
Notifies account managers in Slack with full client and renewal details. 💬
Generates a summary report of total reminders sent and execution status. 📋
Logs all reminders and timestamps into Google Sheets for performance tracking. 📊

Key Benefits
✅ Never miss renewal deadlines again
✅ Improve client retention and satisfaction
✅ Reduce manual tracking and follow-up work
✅ Keep account managers informed in real-time
✅ 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.