Outcome. The account owner gets a reminder while there is still time to decide, before a contract's auto-renewal clause locks the account into another term without anyone choosing it on purpose.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-009
flowchart TD
A[Company: Customer, lock-in date under 30 days, no reminder sent yet] --> B[Set Opt-Out Reminder Sent = true]
B --> C[Create task for owner]
C --> D[Notify owner]
D --> E[Wait 23 days]
E --> F{Decision confirmed?}
F -->|no| G[Escalate: task + notify renewals team]
F -->|yes| H[No action, workflow ends]
When to use it, when not to
- UseUse it for contracts that auto-renew unless someone cancels or renegotiates before a fixed cutoff date, which is common in multi-year or annual agreements.
- UseUse it alongside renewal-expansion-001, not instead of it. This workflow protects the decision window; renewal-expansion-001 creates the actual renewal deal once the account is confirmed to continue.
- SkipDo not use it for month-to-month or non-auto-renewing contracts. There is no lock-in date to react to, and every account would need to be manually excluded.
- SkipDo not treat the reminder alone as a decision. Someone still has to confirm renew or opt out; this workflow only makes sure that conversation happens on time.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.8 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the renewal and expansion pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
