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

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Description Streamline client retention and contract renewals by automatically identifying expiring accounts, sending personalized reminder emails, and notifying account managers through Slack. Thi...

Best for

CRM automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.highlevel, n8n-nodes-base.if, n8n-nodes-base.code, n8n-nodes-base.filter, n8n-nodes-base.gmail, n8n-nodes-base.slack

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Rahul Joshi.

Original n8n.io source

1.1 Workflow description

Title: Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google Sheets
Workflow name: Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google 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 — 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.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Schedule Daily at 9 AM

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.1

Block 4 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Fetch Contacts from GoHighLevel

Type / Role: n8n-nodes-base.highLevel - highLevel
Config choices: Version 2

Block 6 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Check Has Custom Fields

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 8 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - Filter Renewals Code

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 10 - Verify Expiring Within 10 Days

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 1

Block 11 - Sticky Note5

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 12 - Send Renewal Email via Gmail

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 13 - Sticky Note6

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 14 - Send Slack Alert to Team

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.1

Block 15 - Merge Email and Slack Results

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 2.1

Block 16 - Sticky Note7

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 17 - Generate Summary Report

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 18 - Sticky Note8

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 19 - Log Results to Google Sheets

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

3. Summary Table

Workflow	Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google Sheets
Complexity	advanced
Nodes	19
Categories	CRM
Author	Rahul Joshi
Published	25 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/10147/10147.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows

Frequently asked questions

What does Automate client renewal alerts from GoHighLevel to Gmail, Slack & Google Sheets do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.

Rahul Joshi

269 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.scheduletrigger n8n-nodes-base.highlevel n8n-nodes-base.if n8n-nodes-base.code n8n-nodes-base.filter n8n-nodes-base.gmail n8n-nodes-base.slack

Complexity

advanced

Published 25 Oct 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/10147/10147.json

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

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Description

What This Template Does

Key Benefits

Features

Requirements

Target Audience

Step-by-Step Setup Instructions

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Schedule Daily at 9 AM

Block 4 - Sticky Note2

Block 5 - Fetch Contacts from GoHighLevel

Block 6 - Sticky Note3

Block 7 - Check Has Custom Fields

Block 8 - Sticky Note4

Block 9 - Filter Renewals Code

Block 10 - Verify Expiring Within 10 Days

Block 11 - Sticky Note5

Block 12 - Send Renewal Email via Gmail

Block 13 - Sticky Note6

Block 14 - Send Slack Alert to Team

Block 15 - Merge Email and Slack Results

Block 16 - Sticky Note7

Block 17 - Generate Summary Report

Block 18 - Sticky Note8

Block 19 - Log Results to Google Sheets

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions