GoHighLevel Renewal Reminder Workflow: Recipe 10 Checklist

GoHighLevel workflow recipe 10 · names checked against HighLevel’s help center on October 17, 2026

The problem: Renewal dates arrive before anyone has talked to the client.

What this workflow does: If a renewal date is 30 days out, GoHighLevel alerts the owner.

The workflow at a glance

1. Trigger — Custom Date Reminder · 30 days
2. Action — Send Internal Notification · owner
3. Action — Add Task · renewal call
4. Wait — Wait · 7 days
5. Action — Send Email · renewal details

Bold names are the exact trigger and action names in HighLevel. Values after “·” are examples — use your own.

Step-by-step setup

1. Create a custom date field Renewal date and keep it current.
2. Automation → Workflows → Create Workflow → Start from scratch.
3. Add New Trigger → Custom Date Reminder on Renewal date, Before Number of Days = 30.
4. Send Internal Notification to the account owner.
5. Add Task: renewal call, due in a few days.
6. Wait: a set period of time, e.g. 7 days.
7. Send Email with the renewal details.

Example Email message

Subject: Your renewal on [date]

Hi {{contact.first_name}}, your agreement renews on [date]. Here is what's included and how to reach us with questions.

Example only — write your own wording.

Before you publish the workflow

• Keep the renewal date in a date field
• Before Number of Days: 30
• The owner calls before the email goes

Sources

Every trigger and action name above was checked against these HighLevel help articles on October 17, 2026. HighLevel changes its product often; if a label differs in your account, the article is the reference.

• Workflow Trigger – Custom Date Reminder — HighLevel help center, page updated 2026-09-29
• Workflow Action – Internal Notification — HighLevel help center, page updated 2026-03-31
• Workflow Action – Add Task — HighLevel help center, page updated 2026-04-21
• Workflow Action – Wait — HighLevel help center, page updated 2026-09-07
• Workflow Action – Send Email — HighLevel help center, page updated 2026-04-24

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