Cuiar
Sign inDownload

Prepare the renewals due next quarter

Each renewal with usage, open tickets and a risk level, plus a draft e-mail or a save plan for each.

  • On a schedule: On the 1st of each month at 9:00
Use in CuiarRun from your AI agent

What it does

The task

Open Salesforce and find the contracts that renew in the next days days. For each account, read the contract value, the seat use on admin url, the open and recent tickets in Zendesk, and the last e-mails. Give a risk level, low, medium or high, with the reason. Save a renewal e-mail draft in Gmail for each low-risk account, and write a plan of 3 steps for each high-risk account. Do not send anything.

  • It works in Salesforce, Zendesk and Gmail, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs on the 1st of each month at 9:00 (cron 0 9 1 * *).

What you give it

BlankWhat to giveExample
daysHow many days ahead to look for renewals90
admin urlYour product's admin page that shows usage for each accounthttps://admin.tallyhq.app/accounts

What you get back

An example run with the example values above. Your run uses your own data.

Renewals in the next 90 days: 11 accounts, 312,000 USD

AccountRenewsValueSeats usedTicketsRisk
Solano Health4 December48,000 USD92%1 openLow
Brookline Legal19 December36,000 USD41%6 in 60 daysHigh
Tarn Energy15 January27,500 USD78%0Low

Drafts in Gmail: 7 renewal e-mails

High-risk plans: 2 (Brookline Legal, Ostrava Print)

Brookline Legal: fix ticket 4471 first, book a usage review, offer to cut seats to 25

Nothing sent.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type days and admin url. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it on the 1st of each month at 9:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Prepare the renewals due next quarter" --schedule "0 9 1 * *" --time-zone Europe/Berlin \
  "Open Salesforce and find the contracts that renew in the next 90 days. For each account, read the contract value, the seat use on https://admin.tallyhq.app/accounts, the open and recent tickets in Zendesk, and the last e-mails. Give a risk level, low, medium or high, with the reason. Save a renewal e-mail draft in Gmail for each low-risk account, and write a plan of 3 steps for each high-risk account. Do not send anything."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Prepare the renewals due next quarter" template with days = 90; admin url = https://admin.tallyhq.app/accounts.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Prepare the renewals due next quarter",
    "task": "Open Salesforce and find the contracts that renew in the next 90 days. For each account, read the contract value, the seat use on https://admin.tallyhq.app/accounts, the open and recent tickets in Zendesk, and the last e-mails. Give a risk level, low, medium or high, with the reason. Save a renewal e-mail draft in Gmail for each low-risk account, and write a plan of 3 steps for each high-risk account. Do not send anything.",
    "schedule": "0 9 1 * *",
    "time_zone": "Europe/Berlin"
  }
}

Related templates

All sales templates

  • Sales

    Find stalled deals in your pipeline

    Each open deal with no activity for weeks, with the likely reason and one next step, largest first.

    On a schedule: Every Monday at 8:00
    • Salesforce
    • Gmail

  • Sales

    Prepare a quarterly business review for a client

    Usage, results against the client's goals, support history and goals for next quarter, in one review doc.

    You start it: When you start it
    • Salesforce
    • Any admin panel
    • Zendesk
    • +1 more: Google Docs

  • Sales

    Log your e-mails and meetings in the CRM

    Each sales e-mail and meeting of the day added as an activity to the right contact and deal.

    On a schedule: Every weekday at 18:00
    • Gmail
    • Google Calendar
    • Pipedrive

  • SalesAsks first

    Clean bounced e-mails out of your CRM

    Contacts whose e-mail bounced or who left the company, marked in your CRM after your approval.

    On a schedule: Every Monday at 7:00
    • Gmail
    • HubSpot

  • SalesAsks first

    Rebook prospects who missed a sales call

    A short, kind e-mail with two new times to each no-show of the day, sent after your OK.

    On a schedule: Every weekday at 17:00
    • Calendly
    • Google Calendar
    • Gmail

  • SalesAsks first

    Draft a reply to each new lead

    Research the sender, answer each question and offer two times for a call.

    On an event: When an e-mail from a new lead arrives
    • Gmail
    • HubSpot
    • Google Calendar