Create an agent that scans {{HubSpot}} for deals renewing in the next 60 days, scores renewal risk as High Medium or Low using recent communication, usage, and notes, and sends a weekly action focused summary to a user chosen {{Slack}} channel.
Renewals often look fine until they suddenly aren’t. Usage dips, communication slows, and warning signs get missed because they’re scattered across HubSpot activity, notes, and CRM fields. This agent keeps track of it for you. It scans for deals renewing in the next 60 days, ranks them by risk, and sends a weekly list with recommended actions like (Schedule QBR) or (Share feature update). It also sends that summary to a Slack channel you choose, so account owners and leadership stay ahead of churn instead of reacting to it.
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It looks at recency of communication, product usage patterns, and deal notes. Based on those signals, it assigns a risk level of High, Medium, or Low.
The default is weekly, but you can change the schedule in Vellum if you want more or less frequent check-ins.
It sends a report directly to the account owner and also posts the same summary into the Slack channel you specify.
Yes. You can edit the prompt or scoring logic to suggest actions like scheduling QBRs, sharing product releases, or offering renewal incentives.
You need a renewal date field, deal notes, communication history, and some form of usage metric so the agent can score renewal risk accurately.
