TechnologySimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

Client domains and certificates renewed before anyone notices

For: Web agency maintaining 150 client sites

Typical impact

Zero expired certs in 12 months

A web agency maintaining 150 client sites kept getting burned by silent domain and SSL expirations. Daily automated checks now open renewal tasks at 30 days, chase client approvals, and page the team a week out, so certificates and domains typically stop expiring unnoticed.

Typical results

0

Expired certs in 12 months

150

Sites checked daily

30 days

Renewal task opens before expiry

7 days

Emergency page threshold

Figures reflect typical results for this kind of automation.

The challenge

Expiry dates for 150 domains and certificates lived across registrars, hosting panels and an outdated spreadsheet. Seven certificates lapsed in a single year, five caused client-noticed outages — the kind that start with an angry morning phone call — and a monthly manual audit ate six hours while still missing domains registered under clients' own accounts.

Before and after

Before With the automation

Expired certs per year

−100%
7 certs
0 certs

Client-noticed outages

−100%
5 incidents
0 incidents

Monthly manual audit time

−92%
6 hrs
0.5 hrs

The automation

We built a Make workflow that sweeps the entire portfolio daily, checking domain and SSL expiry, ownership and configuration. At 30 days out, a renewal task opens automatically with the registrar, cost and client attached. Where a client's approval or payment is needed, the request email goes out on its own and reminders follow. Anything within seven days of expiring pages the team until it's resolved, and a live dashboard shows the whole portfolio.

How it works

  1. 01

    Daily portfolio sweep

    Every domain and certificate is checked daily for expiry, ownership and configuration.

  2. 02

    Tasks open at 30 days

    Approaching expirations create renewal tasks with the registrar, cost and client attached.

  3. 03

    Clients asked early

    Where client approval or payment is needed, the request email goes out automatically with reminders.

  4. 04

    Seven-day alarm

    Anything within a week of expiring pages the team until it's resolved.

  5. 05

    One live dashboard

    The whole portfolio's status in a single view, exceptions on top.

Starts from

  • 150 client domains
  • SSL + domain expiry dates

Delivers

  • Renewal tasks at 30 days
  • Client approval requests
  • 7-day emergency pages

The impact

Expired certificates and domains typically drop to zero, down from about seven lapses and five client-noticed outages a year. The monthly audit shrank from six hours to a half-hour dashboard review, and renewals turned from firefighting into a quiet, billable maintenance line.

Questions about this automation

How does the automation find every domain and certificate?

It starts from a portfolio list in a sheet or database and reads expiry dates from registrar APIs, WHOIS lookups and a live check of each site's SSL certificate. A daily sweep compares the results against the list and flags domains held in a client's own account, so nothing depends on a monthly manual audit.

What happens when a renewal needs the client's approval or payment?

At 30 days out the renewal task records the registrar, cost and client. If the client must approve or pay, an email request goes out automatically with a link to confirm, and reminders follow on a set schedule. Once the client confirms, the task moves forward and the team is told exactly what to renew.

How are urgent expirations escalated?

Anything within seven days of expiring becomes an alert that pages the on-call person through Slack, SMS or email and repeats until someone marks it resolved. A live dashboard shows the whole portfolio with exceptions on top. Simple automations like this are usually live within days, starting from the agency's existing domain list.

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