Use casesFollow-ups
See every renewal 60 days out, with the email drafted
Mitra keeps contract renewals from slipping. Every weekday at 8am the agent reads your renewals sheet and picks out every contract inside 60 days. It drafts the email in Gmail and posts the week ahead to Slack, and each draft waits for you to send.
Every weekday at 8am, read my renewals sheet and draft a Gmail email for any contract inside 60 days. Post this week's renewals to #ops.
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What the agent actually does.
Read the renewals sheet
The agent reads each contract with its customer, value, owner and renewal date.
Find the ones inside 60 days
Anything renewing in the next 60 days goes on the list, nearest first, and rows already marked handled are skipped.
Draft the renewal email
The agent writes one Gmail draft per contract, naming the customer, the date and the terms in the sheet.
Post the week ahead
This week's renewals go to the channel with their values and owners, so the account lead knows what to pick up.
Leave a record
Every row read and every draft written is recorded, so you can check the agent's reading before you send.
Make it yours.
For the operations lead who hears about a renewal from the customer rather than from the calendar. Change any of this by saying so — there is nothing to rewire.
- Move the warning from 60 days out to 90.
- Send each account owner only their own renewals.
- Skip the drafts and post the renewal list to Slack alone.
Questions, answered.
How do I get reminded before a contract renews?
Will Mitra contact the customer about a renewal?
Ready to
reclaim your day?
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