Renewals recipe
Renewal reminder from a renewals Sheet
“Verified” means checked against Google’s official Workspace Studio documentation — not that CertPilot has run this flow in a live Workspace.
Overview
What this recipe does
On the schedule: each owner of a soon-due renewal receives a reminder (and optionally a follow-up task is created).
Starter: On a schedule (e.g. every Monday morning)
Build
Steps
- Read the renewals SheetSheetsUse the Sheets 'Get sheet contents' step to read your renewals list and their due dates.
- Filter to renewals due soonUse the 'Filter a list' logic step to keep only rows whose renewal date falls inside your reminder window.
- Notify the owner for each renewalGmailUse 'Repeat for each' with the Gmail 'Send an email' step (or a Chat 'Send a message') so each responsible owner is reminded of their upcoming renewal.
- (Optional) Create a follow-up taskTasksUse the Tasks 'Create a task' step to add a personal follow-up so the renewal is not forgotten.
Data
Variables
- Vendor / service — From the renewals sheet. (e.g. Adobe CC)
- Renewal date — From the renewals sheet. (e.g. 2026-10-01)
- Owner email — From the renewals sheet. (e.g. owner@example.com)
Google Gemini
Describe it with AI
Paste this draft into Google Workspace Studio's Describe it with AI box, then review and adjust the flow it builds. This is Google's Gemini feature — CertPilot does not run any AI.
Before you start
Prerequisites
- An eligible Google Workspace edition with Workspace Studio and Gemini enabled by your admin.
- Access to Sheets and Gmail (and Chat/Tasks if used; subject to your admin's Studio step controls).
- A renewals spreadsheet with a renewal date and owner email per row.
Boundaries
Security & limitations
Security notes
- Renewal data can reveal spend and vendor relationships — restrict who can view the sheet.
- Send reminders only to the internal owner; subject to your admin's Studio controls and DLP policy.
What it does not do
- Reads a spreadsheet you maintain — it does not discover renewals automatically or connect to any billing system.
- Does not cancel, pay, or change any subscription.
Verify
Test it safely
- Workspace Studio test runs take real actions — a test really sends the emails and (if used) creates tasks.
- Test against a sheet with one row pointed at your own address.
Provenance
Official sources
Primary source
Official source
Guide to Starters & Steps in Workspace Studio
Published by Google · Source dated 3 December 2025 · Checked 26 August 2026
Last verified 26 August 2026
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