# Send dormant matter and renewal reminders with Clio: n8n workflow

> Started by a clock, and works across Email and Google Sheets. 15 steps: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/send-dormant-matter-and-renewal-reminders-with-clio (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# Send dormant matter and renewal reminders with Clio

Started by a clock, and works across Email and Google Sheets. 15 steps: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-dormant-matter-and-renewal-reminders-with-clio)

**15 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 2 Logic 9 Service 4

The steps in the order they run, from what starts it.

- 1 **Every Morning at 8am Check Dormant Matters** Schedule trigger *Starts it*
- 2 **Every Morning at 8am Check Renewal Dates** Schedule trigger *Starts it*
- 3 **Fetch Open Matters from Clio API** Http Request *Service*
- 4 **Read Renewal Dates from Sheet** Google Sheets *Service*
- 5 **Split Out Matter Records** Split Out *Logic*
- 6 **Check If Renewal Reminder Needed** Code *Logic*
- 7 **Check If Matter Is Dormant** Code *Logic*
- 8 **Filter Renewals Needing Reminder** Filter *Logic*
- 9 **Filter Matters Needing Dormancy Alert** Filter *Logic*
- 10 **Build Renewal Reminder Email** Code *Logic*
- 11 **Build Dormant Matter Alert Email** Code *Logic*
- 12 **Log Renewal Reminder for Compliance Audit** Execute Workflow *Logic*
- 13 **Log Dormant Alert for Compliance Audit** Execute Workflow *Logic*
- 14 **Send Renewal Reminder Email** Email Send *Service*
- 15 **Send Dormant Matter Alert Email** Email Send *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 15
- **Size:** Medium: a working afternoon
- **Connects to:** Email, Google Sheets
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Email and Google Sheets accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 15 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 15 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-dormant-matter-and-renewal-reminders-with-clio)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)

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Also scheduling, with the same services where possible, closest in size first.

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- [**AI-powered productivity coach with Google Calendar and Todoist** 15 steps · calls a model · Google Calendar, Google Sheets](https://millionrounds.com/workflow/ai-powered-productivity-coach-with-google-calendar-and-todoi)
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- [**Build a trip itinerary from Gmail booking emails with Gemini** 15 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/build-a-trip-itinerary-from-gmail-booking-emails-with-gemini)