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 req