Automate Policy Expiry Monitoring and Notifications with Google Sheets and Gmail
Streamline the management of policy documents by automating expiry monitoring and notifications. This workflow ensures timely renewals and accountability by flagging policies nearing expiration or lacking assigned owners.
This workflow automates the process of tracking policy document expirations and ownership using Google Sheets and Gmail. It fetches policy data from a Google Sheet, checks for policies expiring within 30 days, and identifies entries with missing owners. Automated email notifications are sent to responsible teams, ensuring that no policy is overlooked. The workflow can be customized to adjust the expiry window, replace Gmail with Slack or Teams for notifications, and integrate with Jira or Servic
- Platform
- n8n
- Category
- Business Operations & ERPs
- Price
- $4.99
- Creator
- Noah Garcia
- if
- gmail
- stickyNote
- googleSheets
- manualTrigger
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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