OTHER
Draft a renewal-risk brief for upcoming contract dates
For every account renewing in the next 60 days, an agent gathers usage, support, and stakeholder signals, then drafts a one-page risk brief in Notion and tags the owner in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily check for renewals 60 days out
- ActionQuery usage and health-score historyPostgres
- ActionPull recent and open support ticketsZendesk
- LogicAgent assesses risk and recommends a play
- ActionWrite one-page renewal-risk briefNotion
- OutputTag account owner with brief linkSlack
What it does
Ahead of each renewal, this agent assembles the full picture an account owner needs — health trend, open issues, champion activity, expansion or downgrade signals — and writes a structured brief so the renewal conversation starts informed.
When to use it
Use it when renewals are high-value and you want a consistent prep document for every one, instead of CSMs reconstructing account history by hand the week a contract is due.
How it works
- 1A daily schedule checks for accounts with a renewal date 60 days out.
- 2For each, the agent queries Postgres for usage and health-score history.
- 3The agent pulls recent and open Zendesk tickets to gauge support burden.
- 4It reasons over the combined signals to assess risk level and recommend a play.
- 5A Notion action writes a one-page brief with the risk rating, evidence, and suggested next step.
- 6A Slack message tags the account owner with the brief link and the headline risk.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect ZendeskTickets, queues, knowledge base.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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