AI AGENTS
Weekly Renewal Pipeline Digest
Each week, summarizes every vendor contract renewing in the next 90 days with a recommended action and prepared counter-offer angle, delivered as one email digest.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule reads the contract listNotion
- LogicFilter to 90-day renewals and rank by urgency and value
- ActionDraft per-contract status, action, and counter-offer angleOpenAI
- OutputEmail the prioritized digest to ownersGmail
What it does
This agent gives finance and procurement leaders a single weekly read on the renewal pipeline. It rolls up every contract auto-renewing in the next quarter, flags which ones need action now, and for each suggests a counter-offer angle so the team walks into the week knowing where to push.
When to use it
Use it when individual renewal alerts create noise but no one owns the big picture. Ideal for a Monday planning ritual where leadership wants total upcoming spend, the urgent deadlines, and a recommended play per vendor in one place.
How it works
A weekly schedule reads the full contract list from Notion and filters to agreements renewing within the next ninety days. A logic step sorts them by deadline urgency and total annual value. The agent drafts a digest for the batch: each contract gets a one-line status, a recommended action (renegotiate, cancel, or accept), and a short counter-offer angle drawn from its terms. The assembled digest, ordered by priority with a spend total at the top, is emailed to the owners as a single message they can act on across the week.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.