1.Runs daily at 8:00 AM
Integrate Schedule by Zapier and scheduling triggers to start the workflow and to format lookup dates.
Send contract renewal emails to learners each morning
Automatically monitor the 8:00 AM daily schedule across Schedule by Zapier, Formatter by Zapier, Google Sheets, and Gmail. Automatically send renewal reminder emails when scheduled batch starts, daily run starts, or reminder window opensβso you can format dates, find qualifying learners, and deliver personalized messages without manual outreach.
How this automation sends renewal reminders daily
When the 8:00 AM daily schedule fires, expiring contracts can be missed and learners may not get timely renewal outreach. This automation formats lookup dates, finds matching learners, and sends renewal emailsβso your team avoids manual follow-up.
Schedule by Zapieror swap with your favorite app
2.Formats date for sheet lookup
Integrate Formatter by Zapier and data formatting tools to transform the run date to a formatted value for row lookup.
Formatter by Zapieror swap with your favorite app
3.Finds matching learner rows
Integrate Google Sheets and spreadsheet lookup tools to retrieve the learner rows that match the formatted date.
Google Sheetsor swap with your favorite app
4.Builds recipient loop variables
Integrate Looping by Zapier and looping utilities to map each row into To address, status, type, and other fields.
Looping by Zapieror swap with your favorite app
5.Skips ineligible contract statuses
Integrate Filter by Zapier and rule logic tools to stop for refunded, cancelled, or already renewed records.
Filter by Zapieror swap with your favorite app
6.Sends personalized renewal email
Integrate Gmail and email template tools to send the reminder to each recipient with contract context in the subject.
Gmailor swap with your favorite app
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Protect renewals with automated reminder scheduling, owner alerts, and follow-up tasks
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