renewal pipeline automation

[Chica_Dornellas]

Hi everyone. I am new on workflows and would highly appreciate your help with creating a workflow that will send a task, an internal email or a slack message one month before each renewal deal's close date. 

Thank you!

[karstenkoehler · Accepted solution]

Hi @Chica_Dornellas,

This could be achieved with a simple deal-based workflow like shown below:

You would just have to add your own additional criteria to limit enrollment to renewal deals.

Best regards!

[Chica_Dornellas]

Hi Karsten,
Thank you for your reply! 
It's up and running :))
Best Regards!