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Daily

Get reminded before contracts renew

Your team hears in Slack a month before a contract renews, and when an invoice in your sheet goes overdue.

Runs
Daily
Apps
Google Sheets, Slack
AI
Not needed
Access
Sheets read+write; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: every morning, check my Contracts sheet and post to #finance any contract renewing in the next 30 days and any invoice that's overdue.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A small software vendor keeps its customer contracts and invoices in a Google Sheet: customer, annual value, renewal date, invoice due date, status. Nobody looks at it daily. A 12,000 dollar renewal slips by because the notice window passed with no one noticing, and two invoices stay unpaid for ten weeks because nobody chased them. The information was all there, and no one was reminded of it.

Each day, ClickRuntime reads the rows in your sheet and compares the renewal and due dates with today. Contracts that renew within the notice period, and invoices past their due date, are collected into one grouped Slack message. Rows that have been reminded are marked, so the same item is not announced every morning.

Account managers, finance teams and agency owners use it to make sure dates in a sheet turn into action.

What you get out of it

  • Renewals are never missed

    A reminder 60 or 30 days ahead gives account managers time to renew, renegotiate or plan the end of a contract. A missed notice window can lock in an unwanted term or lose revenue entirely.

  • Overdue invoices are chased sooner

    Payment gets harder the longer it is left. A Slack message that lists overdue invoices means finance follows up in days, which improves cash flow and keeps late payers from drifting for months.

  • One grouped message, not forty pings

    Collecting all items into one post keeps the channel readable. The team sees a single list every morning, with customer, amount and date, and can split up the follow-ups on the spot.

  • Accountability in the team channel

    When reminders are public, ownership is clearer. A colleague can reply in the thread that they have it, which avoids two people contacting the same customer and nobody contacting another.

  • The sheet becomes a working system

    Teams that already keep contracts in a sheet do not need new software. A daily check turns a passive list into a process, with the dates driving action instead of waiting to be read.

How it works

What happens, step by step

  1. Every day, ClickRuntime reads the Contracts tab of your Google Sheet with each client's renewal date, invoice due date, paid status and amount.

  2. It picks out contracts renewing in the next 30 days and unpaid invoices that are past their due date.

  3. One message appears in your #finance Slack channel, with renewals in one list and overdue invoices, with how many days late, in another.

Before it runs live

  • Connect your Google Sheets account and pick the spreadsheets it may use
  • Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsDaily
Get reminded before contracts renewtoday, 9:00Succeeded
Slack · #financeRenewing in 30 days • Northwind Traders renews 2026-11-12 Overdue invoices • Acme Corp: $4,800 due 2026-10-01 (18 days late)

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Run it at a different time, more or less often, or only on weekdays
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Gmail
  • Combine it with other Google Sheets and Slack steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
contract_renewal_and_overdue_reminders_to_slack.pyexample
from datetime import date, timedelta
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, notify

SHEET_ID = "your-spreadsheet-id"

@on_trigger
def run(event):
    sheets = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    rows = sheets.spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Contracts!A2:E").execute().get("values", [])
    today = date.today()
    renewing, overdue = [], []
    for row in rows:
        client, renews, invoice_due, paid, amount = (row + [""] * 5)[:5]
        if renews and today <= date.fromisoformat(renews) <= today + timedelta(days=30):
            renewing.append(f"• {client} renews {renews}")
        if invoice_due and paid.lower() != "yes" and date.fromisoformat(invoice_due) < today:
            overdue.append(f"• {client}: {amount} due {invoice_due} ({(today - date.fromisoformat(invoice_due)).days} days late)")
    if renewing or overdue:
        notify.slack("*Renewing in 30 days*\n" + ("\n".join(renewing) or "none") +
                     "\n\n*Overdue invoices*\n" + ("\n".join(overdue) or "none"), channel="#finance")
    return {"renewing": len(renewing), "overdue": len(overdue)}

FAQ

Common questions

How far ahead can it remind me about renewals?
As far as you like. Many teams use two stages, such as 60 days and 14 days before renewal, so that there is time to negotiate and a final nudge. Each stage uses its own reminded marker so both can fire once.
How does it know a reminder was already sent?
After posting, it writes a marker such as the date into a column on that row. Next time, rows with that marker are skipped for that stage. Clearing the marker makes the reminder fire again, which is useful after a renewal is extended.
Do my dates need a special format?
Use real date values in the sheet, not text, so that they sort and compare properly. Standard formats like 2026-03-31 or a date picked in Sheets work. Tell your AI assistant which columns hold dates and it will check that they parse.
What permissions does it need?
Sheets read+write; Slack chat:write. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run each time it runs (daily). Checks that find nothing to do and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get reminded before contracts renew” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.