1.Monitors updated spreadsheet rows
Integrate Google Sheets and sheet automation tools to map tenant email, lease end date, proposed rent, and status flag for renewal processing.
Send lease renewal notices to tenants and update sheet
Automatically watch updated lease rows in Google Sheets and across Drive forms folders. Send renewal emails with attached PDF forms and update your tracker when rows are flagged to send now, so you can keep tenant outreach accurate without manual follow-up.
How this automation sends renewal notices on time
When lease renewals sit in a spreadsheet with the status flag, delays can create tenant confusion and missed deadlines. This automation monitors updated rows, filters qualifying renewals, finds PDF forms, formats dates, sends Gmail notices, and updates your sheetβso your team keeps your process current.
Google Sheetsor swap with your favorite app
2.Filters qualifying renewal rows
Integrate Filter by Zapier to continue only when the status flag matches the configured send now value.
Filter by Zapieror swap with your favorite app
3.Finds renewal PDF templates
Integrate Google Drive and document libraries to search the forms folder and return matching renewal file IDs to attach.
Google Driveor swap with your favorite app
4.Formats first rent payment date
Integrate Formatter by Zapier and date tools to calculate and format the first rent payment date for email insertion.
Formatter by Zapieror swap with your favorite app
5.Sends renewal email with PDFs
Integrate Gmail and email tracking tools to send tenant renewal notices, attach PDF forms, and include formatted rent details.
Gmailor swap with your favorite app
6.Updates row to mark sent
Integrate Google Sheets and workflow tracking tools to update the row status to sent and write a sent timestamp.
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Explore all tenant communication automations
Improve tenant communication with automated message routing, follow-up reminders, and status updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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