AI AGENTS
Vendor Renewal Counter-Offer Prep Agent
When a vendor contract nears its renewal date, an agent pulls the contract terms and your actual usage, drafts a counter-offer with target pricing.
How it runs
The automated pipeline, trigger to output.
- Trigger60 days before renewal date
- ActionRead contract terms from NotionNotion
- ActionPull 12-month usage and spend from StripeStripe
- LogicCompare committed vs. actual usage
- ActionAgent drafts counter-offer brief
- OutputEmail negotiation brief to contract ownerGmail
What it does
This agent turns a looming renewal into a ready-to-send counter-offer. It reads the contract's commercial terms from Notion, compares the committed tier against your real usage spend in Stripe, and produces a structured negotiation brief: recommended ask, walk-away price, and the leverage points that justify each.
When to use it
Run this for any annual SaaS or vendor contract where you're charged a fixed commitment but consumption varies. Ideal for finance or ops leads who renew dozens of vendors a year and don't have time to manually reconcile each one before the auto-renew window closes.
How it works
- 1A schedule fires 60 days before any renewal date tracked in your contracts database.
- 2The agent reads the matching contract page in Notion: pricing, committed units, term length, and renewal clause.
- 3It queries Stripe for the last 12 months of actual charges and usage against that vendor.
- 4A decision step compares committed vs. consumed: flag over-provisioned, on-target, or growth.
- 5The agent drafts a counter-offer with target price, fallback, and supporting data points.
- 6The brief is emailed to the contract owner for review before outreach.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect StripeCustomers, subscriptions, payments.
- 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.