FINANCE
90-Day SaaS Renewal Cliff Forecast
Weekly, reads the subscription roster from Snowflake to find contracts renewing in the next 90 days, calculates the committed dollar exposure.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery active subscriptions and renewal datesSnowflake
- LogicFilter to renewals within 90 days
- LogicSort and bucket by 30/60/90-day window
- OutputEmail prioritized renewal calendarGmail
What it does
Gives finance forward visibility into upcoming SaaS renewals so big commitments never auto-renew by surprise. It reads renewal dates and contract values from the subscription roster and builds a rolling 90-day forecast of what is coming due and how much cash it represents.
When to use it
Run it weekly when you want to negotiate renewals ahead of time rather than rubber-stamp them. It is the early-warning system for annual contracts, helping owners decide whether to renegotiate, downgrade seats, or cancel before the renewal window closes.
How it works
- 1A weekly schedule triggers the forecast.
- 2Snowflake is queried for all active subscriptions with their renewal dates and annual values.
- 3A logic step filters to contracts renewing within the next 90 days.
- 4It sorts by renewal date and sums total committed dollar exposure, bucketing into 0-30, 31-60, and 61-90 day windows.
- 5The prioritized renewal calendar, with owners and amounts, is emailed to the finance distribution list.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.