Automatic Contract Renewal Preparation Strategy
Contracts renew quietly until they don't. Notis scans Apollo for upcoming renewals, flags at-risk accounts (low engagement, feature gaps), and generates a renewal playbook for each -- so you keep customers and grow while you have them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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Why this helps
You don't proactively manage renewals. Customers renew quietly, or worse, churn silently. You lose revenue you could have kept or grown.
- Catch at-risk renewals before they churn
- Proactively strengthen relationships 60-90 days before renewal
- Build renewal + expansion plays instead of reactive contract negotiations
- Create predictable renewal revenue instead of surprises
Setup
Build it in a few focused steps.
- 1Connect Apollo and Studio By Ai21 Labs to Notis. Ensure your customers have renewal dates in Apollo.
- 2Tell Notis: 'Every quarter, identify customers with renewals coming in the next 90 days. For each, generate a renewal playbook: (1) engagement health assessment, (2) at-risk signals to monitor, (3) 2-3 expansion/upsell angles, (4) a relationship-strengthening action plan.'
- 3Run the first quarterly report. Review the at-risk list and expansion angles.
- 4Distribute playbooks to your team and execute the recommended actions.
Questions about this workflow
What if I don't track renewal dates in Apollo?
Notis can ask for them once and remember. Or it can estimate from when customers joined plus contract length. Either way, it surfaces renewals you might have missed.
Can I see churn risk by the customer segment?
Yes. Ask Notis to 'Show churn risk by company size' or 'by product usage tier.' This helps you spot systemic issues, not just individual accounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Studio By Ai21 Labs. A trigger fires from one place; an action lands in another.
Apollo triggers
Studio By Ai21 Labs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Apollo and Studio By Ai21 Labs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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