Weekly

Remind account owners about upcoming contract renewals in Slack

Every Monday, #renewals lists the HubSpot companies renewing in the next 60 days, each tagged with its owner.

Runs: Weekly
Apps: HubSpot, Slack
AI: Not needed
Access: HubSpot read; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: every Monday, post the HubSpot companies with a renewal date in the next 60 days to #renewals and tag each account owner.

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

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Why use it

Why teams use this automation

A B2B software company keeps renewal dates on each company in HubSpot. Nobody looks at that field until a customer emails to cancel, and by then there is no time for a review call or an upsell conversation.

A weekly list of renewals coming up gives each account owner two months of warning, which is enough time to check usage, fix problems and talk about the next term.

What you get out of it

Two months of warning on every renewal
Owners can book a review call while there is still time to address concerns, rather than reacting to a cancellation.
Clear ownership
Each renewal is tagged with the person responsible, so nobody assumes someone else is handling it.
Fewer surprise churns
Customers who are quietly unhappy get a conversation before their contract ends, not after.
No report to build
The list comes from the renewal date already in HubSpot. There is nothing to export or maintain.

How it works

What happens, step by step

Every Monday morning ClickRuntime looks up the HubSpot companies whose renewal date falls in the next 60 days.
It sorts them by renewal date, soonest first.
It posts the list in your #renewals Slack channel, with each company's date and owner.

Before it runs live

Connect HubSpot
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsWeekly

Remind account owners about upcoming contract renewals in Slacktoday, 9:00Succeeded

Slack · #renewalsRenewals in the next 60 days: • Northwind Traders: 2026-11-04 (dana@yourco.example) • Acme Logistics: 2026-12-01 (unassigned)

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 Google Sheets
Combine it with other HubSpot 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_reminders.pyexample

from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, http, notify

@on_trigger
def run(event):
    h = {"Authorization": f"Bearer {credentials.secret('HUBSPOT_API_KEY')}"}
    now = datetime.now(timezone.utc)
    ms = lambda d: str(int(d.timestamp() * 1000))
    body = {"filterGroups": [{"filters": [{"propertyName": "renewal_date", "operator": "BETWEEN",
                                           "value": ms(now), "highValue": ms(now + timedelta(days=60))}]}],
            "properties": ["name", "renewal_date", "hubspot_owner_id"],
            "sorts": [{"propertyName": "renewal_date", "direction": "ASCENDING"}], "limit": 100}
    companies = http.post("https://api.hubapi.com/crm/v3/objects/companies/search", headers=h, json=body).json()["results"]
    if not companies:
        return {"renewals": 0}
    owners = {o["id"]: o.get("email") for o in http.get("https://api.hubapi.com/crm/v3/owners", headers=h).json()["results"]}
    lines = [f"• {c['properties']['name']}: {c['properties']['renewal_date'][:10]} "
             f"({owners.get(c['properties'].get('hubspot_owner_id'), 'unassigned')})" for c in companies]
    notify.slack("Renewals in the next 60 days:\n" + "\n".join(lines), channel="#renewals")
    return {"renewals": len(companies)}

FAQ

Common questions

Which renewal field does it use?

A date property on the company record, such as Renewal date. If you keep renewals on deals instead, it can read the deal property.

Can the window be shorter or longer than 60 days?

Yes. Many teams use 90 days for annual contracts and 30 days for monthly ones.

What if a company has no owner?

It is still listed, marked as unassigned, so someone can pick it up.

What permissions does it need?

HubSpot read; 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 (weekly). 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.

Daily