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Track vendor contract auto-renewal dates and cancellation notice deadlines

The agent reads every vendor contract for auto-renewal dates and notice periods, and warns you while there's still time to cancel or renegotiate.

Reach it by
  • Email
  • Text
  • Slack or Teams
Who can use it
The owner and the office or operations manager
Works in
Google Drive, SharePoint or Dropbox · Gmail or Outlook · Google Calendar or Outlook · DocuSign (on a plan with API access)

The problem

The copier lease, the software subscription, the alarm monitoring, the waste hauler. Most renew on their own, and most require written notice 30, 60 or 90 days before the end date.

You find out when the renewal invoice arrives, usually with a price increase, and the window to cancel closed last month. That's another year locked in.

What your agent does

    • Contracts from Drive, SharePoint or email
    • Your agent reads each oneTerm, renewal date, notice period, price increase terms
    • Deadlines on your calendar
    • Warnings before notice runs out90 and 30 days before the cancel-by date
    • Cancellation or renegotiation letter draftedSent only after you approve

What you get

  • One list of every contract with its renewal and cancel-by dates
  • Warnings while there's still time to act
  • Notice letters ready to send, in the form the contract requires

Who approves what

Reading contracts and setting reminders runs on its own. The agent never cancels or renews anything by itself. It drafts the notice letter, and the owner or office manager approves it before it goes out.

Common questions

What if a contract is a scanned PDF?
It reads scans and photos too. If a date or clause is unclear, it flags it for you instead of guessing.
How does it find all our contracts?
It looks in the folders and inboxes you point it to. You can also forward any new contract to its email address and it adds it to the list.
  • Ask your company anything

    Ask by phone, text or chat and get an answer from your email, files, CRM and accounting. Each person sees only what they're allowed to see.

    Phone · Text · Slack or Teams
  • Purchase approvals by text

    Purchase requests go to the right approver by amount and department, the approver replies YES by text, and the PO is created and logged.

    Text · Phone · Email · Slack or Teams
  • Stop vendor bank-change fraud

    An email asks to change where you pay a vendor. The agent holds it, calls the vendor at the number on file, and only then marks it verified for your bookkeeper.

    Email · Phone
  • New-hire onboarding, start to finish

    Say "we hired Maria" and the agent handles the offer letter, I-9 and tax forms, payroll details, accounts, equipment and the first-day schedule.

    Text · Slack or Teams · Email · Phone
  • A front desk that answers every call

    The agent answers calls you can't take, asks your intake questions, books appointments, puts urgent callers through and texts back anyone who hangs up.

    Phone · Text
  • Documents by email, read, filed and routed

    Email any invoice, contract, form or receipt to your agent. It pulls out the details, enters them where they belong, files it, and tells the right person.

    Email

See all use cases

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