FINANCE
Contract Renewal Spend Prep Pack
When a vendor contract nears renewal, it pulls that vendor's full spend and usage trend from BigQuery and assembles a negotiation prep pack in Coda with leverage points…
How it runs
The automated pipeline, trigger to output.
- TriggerCalendar event for upcoming renewalGoogle Calendar
- ActionPull vendor lifetime spend and usageBigQuery
- LogicClassify vendor as grow, hold, or cut
- ActionDraft negotiation prep packOpenAI
- OutputPublish prep pack to renewals workspaceCoda
What it does
Triggered by an upcoming renewal date, this workflow gathers the vendor's complete spend history and usage trend from BigQuery, then builds a negotiation prep pack in Coda. The pack summarizes total spend, the trajectory, whether usage justifies the cost, and a recommended negotiating position with supporting leverage points.
When to use it
Use it when renewals sneak up and buyers walk into calls without history at hand. Wiring it to your contract calendar means every renewal gets a data-backed prep pack automatically, weeks ahead of the deadline.
How it works
- 1A calendar event for an approaching renewal triggers the run.
- 2BigQuery returns the vendor's lifetime spend, period-over-period trend, and usage metrics.
- 3A logic step classifies the vendor as grow, hold, or cut based on spend-versus-usage signals.
- 4OpenAI drafts the prep pack with leverage points and a recommended ask aligned to that classification.
- 5Coda publishes the prep pack to the renewals workspace and links it to the calendar event.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect BigQueryDatasets, queries, schemas.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect CodaDocs, packs, automations.
- 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 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.
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