Operations & Compliance package

Contract renewal reminders

A daily check of your contract register: owners are reminded 60, 30 and 7 days before each notice deadline and asked to renew, renegotiate or terminate.

ScheduledIntermediate~15 min setupv1.0.0

Download .utpkg 12 KB How to install

About this package

What it does

Contract renewal reminders keeps notice deadlines from slipping past. Every morning it reads the active rows of the Contracts data table and works out, for each one, the date by which notice must be given (end date minus the notice period) and how many days are left.

At 60, 30 and 7 days the contract owner gets a reminder email that says whether the contract renews automatically or expires. From 30 days out the check marks the contract "Decision requested" and starts the Contract renewal decision sub-workflow, which gives the owner a User Task to renew, renegotiate or terminate, with the new end date and value pre-filled. The decision is written back to the contract row and confirmed by email. Contracts whose deadline has passed without a decision are logged as warnings.

Adapt the Contracts table to your register (or keep it as the register), the reminder windows in the Reminder window switch, and the time of the daily run. Owners can be routed per contract with the optional owner user id column.

Scheduled

Daily at 07:00 (UTC). You can also start it any time from the Run dialog, the API or the CLI.

Runs on a schedule (daily, weekly, monthly) in your time zone.

The flow

Step by step

1
Daily check
The schedule fires at 07:00 and lists every active contract, earliest end date first.
2
Work out the notice deadline
For each contract the deadline is the end date minus the notice period; the check counts the days left from today (or the "as of" date).
3
Remind the owner
At exactly 60, 30 and 7 days the owner gets a reminder email with the end date, value and what happens if nobody acts.
4
Ask for a decision
From 30 days out the contract is marked "Decision requested" and the Contract renewal decision sub-workflow starts, once per contract.
5
Renew, renegotiate or terminate
The owner records the decision with the new end date, value and notes; the contract row is updated and the owner gets a confirmation.
6
Flag missed deadlines
Contracts past their notice deadline without a decision are logged as warnings in the run.

Every day at 07:00

Run on a schedule

Check date

Store a value

as_of_date = ƒ FORMAT_DATE(COALESCE(as_of, TODAY()), "YYYY-MM-DD")

List active contracts

Query, insert, update, or delete data store rows

list → Contracts

Each contract

Iterate over a collection

each in contracts

Done

Each Item

Notice deadline

Store a value

notice_deadline_label = {{=FORMAT_DATE(ADD_DAYS(contract.end_date, MULTIPLY(cont…

Days to deadline

Store a value

days_to_notice = ƒ ROUND(DAY_DIFF(as_of_date, notice_deadline_label), 0)

Reminder windowIF

Multi-way branch on a value

60 days

30 days

7 days

Default

First reminder

Store a value

reminder_level = First reminder

Second reminder

Store a value

reminder_level = Decision needed

Final reminder

Store a value

reminder_level = Final reminder

Email owner: reminder

Send an email via Resend

To: contract.owner_email

Decision needed?IF

If/else if/else branching

days_to_notice lte 30

Start decision

Deadline passed

Else

Mark decision requested

Query, insert, update, or delete data store rows

update → Contracts

Start renewal decision

Execute another workflow as a sub-process

→ Contract renewal decision

Deadline missed

Write audit log

contract.contract_id {{con

Nothing due

Write audit log

contract.contract_id: {{da

Log summary

Write audit log

Checked contract_count act

Check complete

Stop execution immediately

Daily contract renewal check — Every morning: reads the active contracts, works out the days to each notice deadline, emails the owner at 60, 30 and 7 days and starts a Contract renewal decision 30 days out. The same canvas you get in the designer after installing.

Sub-workflow: Contract renewal decision

Decision requested

Triggered by an incoming webhook

Set title

Set the title for this workflow instance

Decide before the deadline

Set the SLA deadline and warning threshold for this workflow run

Renewal decision · due notice_deadline_label · warn 7 days early

Decide on renewal

Assign a task to a person and wait for action

Renew, renegotiate or ter

Renew

Renegotiate

Terminate

Record renewal

Query, insert, update, or delete data store rows

update → Contracts

Record renegotiation

Query, insert, update, or delete data store rows

update → Contracts

Record termination

Query, insert, update, or delete data store rows

update → Contracts

Notice to give

Write audit log

Give written notice to {{contr

Email owner: decision

Send an email via Resend

To: contract.owner_email

Decision recorded

Stop execution immediately

Started by the daily contract check 30 days before a notice deadline: the owner decides to renew, renegotiate or terminate, and the contract row is updated.

Forms

Inputs and task forms

The inputs a caller passes when it starts a run, and the forms people complete when the process needs a decision.

Start inputs

Daily contract renewal check

Passed by the calling system

As of date as_of · dateYYYY-MM-DDOptional: check as if today were this date (YYYY-MM-DD). Empty = today. Useful for testing and back-filling.

User Task · Contract renewal decision

Decide on renewal

Renew, renegotiate or terminate {{contract.contract_name}} ({{contract.counterparty}})

New end date new_end_date · datePrefilled: {{=FORMAT_DATE(ADD_DAYS(contract.end_date, 365), "YYYY-MM-DD")}}

New annual value new_annual_value · numberPrefilled: {{contract.annual_value}}

Notes (terms, negotiation points, reason) notes · text

RenewRenegotiateTerminate

From your code

Start a run over the API

Every workflow can be started over REST, MCP or the CLI, whatever its trigger, with the sample input below. Runs start straight away on the published version; replace <workflow id> with the id the install created.

REST

shell

curl -X POST "$USERTASKS_URL/api/v1/workflows/start" \
  -H "Authorization: Bearer $USERTASKS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"workflow_id":"<workflow id>","variables":{"as_of":"2026-11-02"}}'

CLI

shell

usertasks workflows inputs <workflow id>          # the start form: keys, types, required
usertasks workflows run <workflow id> --input as_of=2026-11-02 --wait

What's included

5 assets, ready to adapt

Type	Name	Details
Email template	Contract notice reminder	Sent to the contract owner 60, 30 and 7 days before the notice deadline.
Email template	Renewal decision recorded	Confirms the owner's renewal decision and what happens next.
Data table	Contracts	Your contract register: one row per active agreement with its end date, notice period, owner and renewal stage. The daily check reads it and the Contract renewal decision workflow writes the outcome back.
Workflow	Contract renewal decision	10 steps — Started by the daily contract check 30 days before a notice deadline: the owner decides to renew, renegotiate or terminate, and the contract row is updated.
Workflow	Daily contract renewal check	18 steps — Every morning: reads the active contracts, works out the days to each notice deadline, emails the owner at 60, 30 and 7 days and starts a Contract renewal decision 30 days out.

Contracts · 8 sample rows

Contract IDContractCounterpartyOwnerOwner emailOwner user id (optional)Start dateEnd dateNotice period (days)Auto-renewsAnnual valueCurrencyStatusRenewal stageDecision notes

Requirements

What you connect it to

Credentials never travel in a package. The install wizard asks for what your environment must provide, or installs it incomplete until you finish setup.

Needs

Assignees — People in your workspace to receive the User Tasks (picked on install).
Email — Email delivery configured for the instance (EMAIL_PROVIDER), used for notifications.

After installing

Assignees: pick the default contract owner for renewal decisions. Fill the optional "Owner user id" column on a contract to send its decision to someone else.
Replace the sample rows in the Contracts table with your contracts (end date, notice period in days, owner email, auto-renew, annual value). Keep status "active" for contracts the check should watch.
Change the run time or time zone on the "Every day at 07:00" trigger, and the 60 / 30 / 7 day windows in the Reminder window switch if your policy differs.
Email: configure EMAIL_PROVIDER on the instance so reminders and confirmations are delivered (the steps continue on error).

Asked for on install

Workflow “Contract renewal decision” assigneesRequired
- User for step “Decide on renewal”nodes.3.config.assignee_id

Install

Install it in your workspace

Works on UserTasks cloud and on any self-hosted instance. Installing creates the assets above; nothing runs until you complete setup and start it.

In the app

Download contract-renewal-reminders-1.0.0.utpkg.
Open Automations → Packages and drag the file onto the page (or choose Import package). Browse gallery there lists every gallery package without downloading by hand.
Pick the file. The wizard verifies the checksum, every file hash and the signature, and shows the readme.
Review the changes (what is created) and the data rows.
Fill in the requirements, or tick Keep incomplete and finish later with Complete setup.
Done: the workflow is published and active once setup is complete.

With the CLI

shell

curl -fLO https://usertasks.com/gallery/contract-renewal-reminders-1.0.0.utpkg
usertasks packages inspect contract-renewal-reminders-1.0.0.utpkg       # offline: checksum, hashes, signature
usertasks packages install contract-renewal-reminders-1.0.0.utpkg --dry-run
usertasks packages install contract-renewal-reminders-1.0.0.utpkg       # prompts for each requirement
usertasks packages install contract-renewal-reminders-1.0.0.utpkg --keep-incomplete --yes   # in CI; finish with:
usertasks packages complete contract-renewal-reminders -f values.yaml

Verify the download

File SHA-256: 6939579a021d0ec021e067eaa2d0959c1c9c13a99121552c76e455787fb5c00e
Package checksum (what is signed): sha256:04c52919d5b151881e6e1f28ce298d62e21246ccf9e05418a3e00285ead1a83e
Signer: Unsigned preview build — compare the SHA-256 above

shasum -a 256 contract-renewal-reminders-1.0.0.utpkg should print the file SHA-256. How gallery packages are signed.

Versions

Version 1.0.0

v1.0.02026-10-26First release.

Installing a newer version upgrades in place: local credentials and requirement values are kept, and changes you made are flagged first. How packages work

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Contract renewal reminders

What it does

Scheduled

Step by step

Sub-workflow: Contract renewal decision

Inputs and task forms

Daily contract renewal check

Decide on renewal

Start a run over the API

5 assets, ready to adapt

What you connect it to

Needs

After installing

Asked for on install

Install it in your workspace

In the app

With the CLI

Version 1.0.0

Related

Audit evidence collection

Policy attestation

GDPR data subject requests