Automated renewal reminders for deals in HubSpot

• Send automated renewal reminders to clients based on deal dates.
• Create tasks in HubSpot for sales representatives to follow up on renewals.
• Notify team members via Slack about sent reminders to maintain transparency.

Triggers daily at 08:00 UTC to fetch all deals from HubSpot. Filters deals to identify those with upcoming renewal dates. Uses OpenAI to draft personalized email reminders for each deal. Parses the email content and sends it via SMTP to the respective deal owners. Creates tasks in HubSpot for owners to follow up on renewals. Sends notifications to a Slack channel about the reminders sent.

1. 1
   Import the workflow into your n8n instance.
2. 2
   Configure HubSpot and OpenAI credentials.
3. 3
   Set the desired email address for sending reminders.
4. 4
   Adjust the Slack channel for notifications if necessary.
5. 5
   Activate the workflow to start sending reminders.