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AutomationContract renewal 60 days ahead

Spotting a contract renewal in time with AI

Sixty days before a contract expires you get a nudge with a draft mail for the renewal.

Contract renewal 60 days ahead is ready-made automation in Altramano for sales: sixty days before a contract expires you get a nudge with a draft mail for the renewal.

It works with Microsoft Outlook.

Ready-made automation · department Sales

What it does

Put contracts with an end date in the "Contracts" table. Every morning this automation checks which contracts expire in sixty days and mails you a draft for the renewal conversation, one per contract. You do the sending.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.
  • Everything that goes out, this template puts to you first: you say yes before anything leaves.

How does spotting a contract renewal in time work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Put contracts with an end date in the "Contracts" table. Every morning this automation checks which contracts expire in sixty days and mails you a draft for the renewal conversation, one per contract. You do the sending.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything that goes out, this template puts to you first: you say yes before anything leaves.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For sales: leads, quotes and follow-up. How fast you answer decides your chances. Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

This department comes into play in installation companies, wholesale, consultancies and business services, property and estate agents, landscaping and grounds maintenance and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Contract renewal 60 days ahead?

Microsoft Outlook and a Altramano environment. The approval step is on.

Which department is Contract renewal 60 days ahead for?

Sales, in industries such as installation companies, wholesale and consultancies and business services.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

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Templates are updated in your Altramano environment.

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