How do you walk into every renewal already prepped?
A renewal AI Employee that watches every deal's renewal date, surfaces each account 90, 60, and 30 days out, builds a packet on usage and value delivered, drafts the outreach, and flags at risk accounts, then hands it all to the account owner to review, edit, and send, never contacting a customer and never touching price.
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Renewals used to surface the way most bad news does: late. An account owner would open the CRM, notice a contract expiring in three weeks, and start from zero: pull the usage numbers, remember what shipped since the last check in, guess at expansion room, and write the outreach the same afternoon. The accounts that renewed smoothly were the ones an owner happened to remember to check. The ones that churned quietly were usually the ones nobody looked at until it was too late to do anything but apologize. A renewal date sitting on a deal is just a date. It doesn't say whether the account is healthy, whether the team has actually used what they bought, whether there's a natural expansion to raise, or whether the deal has gone quiet in a way that should worry someone. That context lives scattered across old notes, a memory of the last QBR, and whatever the owner can reconstruct under time pressure. A calendar reminder or a pipeline report sorted by close date is a flat list with no prep behind it. By the time an owner opens the account, the renewal is close and the outreach gets written in a rush.
The renewal AI Employee reads every deal's renewal date once a day, inside your own environment, and surfaces the ones crossing 90, 60, or 30 days out. For each, it builds a renewal packet covering usage and value delivered since the last renewal, plus one or two concrete expansion ideas, checks the calendar for a renewal conversation already on the books, and drafts the outreach email. Anything stalled, quiet, or shrinking is flagged separately as at risk. The packet and the draft wait for the account owner; nothing goes out on its own, and it never touches price.
See exactly how the work gets done.
Runs on a daily schedule
A scheduled run fires once a day. Each run starts clean. The deal list and every signal are read again from the CRM itself, and a property on each deal marks which renewal window it's already been surfaced for, so the same account doesn't get a duplicate packet every day it sits inside 90 days.
Works to your renewal playbook
What belongs in a renewal packet, how to read usage and engagement as a health signal, what counts as at risk, and how the team phrases outreach travel with the AI Employee as a skill. Learn what actually moves a renewal, update the skill, and every account benefits the next day.
Connects to your systems, with permissions you set
It reads deals from the CRM, including renewal dates, contract value, stage history, notes, and past activity, reads the calendar read only to see whether a renewal or QBR conversation is already scheduled, and writes back to the CRM only the window it last surfaced for each deal, never the stage, the amount, or anything a rep uses to track the negotiation. Credentials stay in memory, never written to disk, never exposed to the model.
Preps and drafts, never sends, never prices
It posts the day's renewal radar and at risk flags to Slack and leaves the packet and outreach as an email draft for the owner. It cannot send the email, and it cannot apply, offer, or even suggest a discount. Pricing conversations stay with the account owner.
Hands off the packet
The account owner opens Slack to a ranked list of what's coming up and what looks at risk, and opens their inbox to a drafted email already carrying the usage story, what's been delivered, and an expansion idea worth raising. They read it, edit it to fit the relationship, and send it themselves.
Prep and draft only
It never sends the renewal outreach and never creates or moves a calendar event. The email is a draft in the owner's inbox until the owner sends it.
No pricing decisions
It never applies, offers, or proposes a specific discount or credit. Anything touching price is a conversation for the account owner, not a line in a draft.
Scoped writes to the CRM
The only thing it writes back to the CRM is which renewal window a deal has been surfaced for, never the stage, the amount, or the pipeline.
Runs in your environment
Every run is isolated inside your own infrastructure. The CRM and calendar credentials connect with the permissions you set, stay in memory, and are never exposed to the model or the logs.
You own every rule
The renewal playbook, the at risk criteria, and the per system permissions are yours, versioned and changed on your terms, not in a vendor dashboard.
Renewals that used to start with a blank page now start with a packet already built and a draft already written, so the account owner's first move is a review, not a scramble. The AI Employee watches every deal and does the prep; the person still decides what to say, what it costs, and when to send it.
90 / 60 / 30
Days out a renewal first gets a packet, not a deadline
Every day
Renewal list and at risk flags recomputed from live CRM data
0 sent
No outreach sent and no discount applied by the AI Employee
Our free AI audit shows you where AI fits, what your security risks are, and gets your first AI employee working.
How do you draft a full RFP response without starting from scratch?
Parses each incoming RFP, drafts a full response from your vetted answer library and product docs, and flags every question it can't answer confidently. It drafts only and never submits.
×How do you learn why deals are won and lost every week?
Reads closed deals from your CRM every week and posts the patterns by segment, competitor, price, and stage of death to Slack. Read only, one post per week, it never writes back.
×How do you send outbound that's actually researched, not templated?
Enriches each lead, drafts a first touch and follow up grounded in the account's real context, logs every draft to the CRM, and sends nothing without a named human's approval, capped daily.
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