Automate vendor contract renewals & reminders with GPT-4.1 mini, Slack & Gmail
Workflow preview
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Important notice
This workflow is provided as-is. Please review and test before using in production.
Overview
π Smart Vendor Contract Renewal & Reminder Workflow With GPT 4.1 mini
Watch the demo video below:
Never miss a vendor renewal again!
This smart workflow automatically tracks expiring contracts, reminds your finance team via Slack, and helps initiate renewal with vendors through email β all with built-in approval and logging. Perfect for managing both auto-renew and manual contracts.
π Whoβs it for
This workflow is designed for Finance and Procurement teams responsible for managing vendor/service contracts. It ensures timely notifications for expiring contracts and automates the initiation of renewal conversations with vendors.
βοΈ How it works / What it does
β° Daily Trigger
- Runs every day at 6:00 AM using a scheduler.
π Retrieve Contract List
- Reads vendor contract data from a Google Sheet (or any data source).
- Filters for contracts nearing their end date, using a Notice Period (days) field.
π Branch Based on Renewal Type
Auto-Renew Contracts:
- Compose a Slack message summarizing the auto-renewal.
- Notify the finance contact via Slack.
Manual Renewal Contracts:
- Use an OpenAI-powered agent to generate a meaningful Slack message.
- Send message and wait for approval from the finance contact (e.g., within 8 hours).
- Upon approval, generate a formal HTML email to the vendor.
- Send the email to initiate the contract extension process.
π (Optional) Logging
- Can be extended to log all actions (Slack messages, emails, approvals) to Google Sheets or other databases.
π οΈ How to set up
Prepare your Google Sheet
- Include the following fields:
Vendor Name,Vendor Email,Service Type,Contract Start Date,Contract End Date,Notice Period (days),Renewal Type,Finance Contact,Contact Email,Slack ID,Contract Value,Notes.- Sample: https://docs.google.com/spreadsheets/d/1zdDgKyL0sY54By57Yz4dNokQC_oIbVxcCKeWJ6PADBM/edit?usp=sharing
- Include the following fields:
Configure Integrations
- π’ Google Sheets API: To read contract data.
- π΅ Slack API: To notify and wait for approval.
- π§ OpenAI API (GPT-4): To generate personalized reminders.
- βοΈ Email (SMTP/Gmail): To send emails to vendors.
Set the Daily Scheduler
- Use a Cron node to trigger the workflow at
6:00 AMdaily.
- Use a Cron node to trigger the workflow at
β Requirements
| Component | Required |
|---|---|
| Google Sheets API | β |
| Slack API | β |
| OpenAI API (GPT-4) | β |
| Email (SMTP/Gmail) | β |
| n8n (Self-hosted or Cloud) | β |
| Contract Sheet with proper schema | β |
π§© How to customize the workflow
- Adjust Reminder Period: Modify the logic in the
Find Expiring Vendorsnode (based onContract End DateandNotice Period). - Change Message Tone or Format: Customize the OpenAI agent's prompt or switch from plain text to branded HTML email.
- Add Logging or Tracking: Add a node to append logs to a Google Sheet, Notion, or database.
- Replace Data Source: Swap out Google Sheets for Airtable, PostgreSQL, or other CRM/database systems.
- Adjust Wait/Approval Duration: Modify the
sendAndWaitSlack node timeout (e.g., from 8 hours to 2 hours).
π¦ Optional Extensions
- π§Ύ Add PDF contract preview via Drive link
- π§ Use GPT to summarize renewal terms
- π Auto-create Jira task for contract review