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Operations

Subscription & Renewal Tracker

Small businesses leak money through subscriptions nobody decided to keep. This workflow reads a renewals sheet daily, warns you thirty days and seven days before each renewal date, and forces an explicit keep-or-cancel decision while cancelling is still possible.

6 stepsRequires Zapier Starter or higher15 minEasy
Google SheetsGmailTodoistSlackSchedule by ZapierFilter by Zapier

What you get

No subscription auto-renews without a decision.
Cancellation happens inside the notice period.
You can see annual software spend in one place.

Workflow blueprint

SC
When this happens
Schedule by ZapierEvery Day
1GS
Google SheetsLookup Spreadsheet Row
2FI
Filter by ZapierOnly continue if
3GM
GmailSend Email
4TO
TodoistCreate Task
5SL
SlackSend Direct Message

The full blueprint — every field mapping, example value and the written copy for each message — is included with purchase.

Getting it into Zapier

Build this one from the recipe. The blueprint gives you the exact trigger, action events and field mapping for all 6 steps, so it is a copy-and-paste job rather than a design job.

You need your own Zapier account. Zapier’s Free plan runs single-step Zaps only; multi-step Zaps need a paid plan, and Paths and Webhooks need Professional. How this works →

Not on Zapier?

n8n — import and go

An n8n workflow JSON ships with this template. Import it and all 6 steps arrive on the canvas wired in order, and 6 of the 6 nodes arrive with their fields already filled in — the subject lines, the message copy, the delays, the column names. Every step maps to a native n8n node.

What an import cannot carry is your credentials, and the IDs that only exist inside your own account — which spreadsheet, which channel, which board. Those stay in a sticky note under the node, listing what is already done so you do not retype it, and what is left so you can see it.

Make — build guide

A Make-specific guide ships with this template: every module in order, every field value, and the concept translations that catch people out — filters live on the links between modules, and the schedule lives on the scenario rather than in a trigger module.

Self-hosted n8n has no per-task fee, which is worth knowing if this workflow runs at volume. Platform coverage →

Setup steps

1
Check the renewals sheet daily

Configure this step using the field mapping in the blueprint.

2
Find renewals thirty days out

Configure this step using the field mapping in the blueprint.

3
Send the decision email

Configure this step using the field mapping in the blueprint.

4
Create the keep-or-cancel task

Configure this step using the field mapping in the blueprint.

5
Warn again at seven days

Configure this step using the field mapping in the blueprint.

Implementation notes

  • The Cancel By column is the one that saves money. Renewal date alone is too late for annual contracts with notice periods.
  • Fill the sheet once from your card statement. It usually pays for itself immediately.
  • Add a second warning row at seven days for anything above a cost threshold you care about.