Renewal tracker agent

Monitor renewals in Hubspot and alert me in Slack

Vellum Team

Created By

Akash Sharma

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Created By

Akash Sharma

Last Updated

December 4, 2025

Why you need it‍

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.

‍

What you need in Vellum

A HubSpot integration with access to deals
A renewal date field to filter against
Usage and communication activity available to reference
A Slack integration with a provided channel ID
Logic or prompting that assigns risk levels (High / Medium / Low)
A weekly schedule trigger to send summaries

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sucCCESS STORIES

Hear it from our customers

We know the power of AI, but how do we make it secure and ensure that we're not compromising privacy and security while still providing value? Vellum has been a big part of accelerating that experimentation part, allowing us to validate that a feature is high-impact and feasible.

Pratik Bhat

ai Product manager

We sped up AI development by 50 percent and decoupled updates from releases with Vellum. This allowed us to fix errors instantly without worrying about infrastructure uptime or costs.

Jordan Nemrow

Co-Founder & CTO @ Woflow

Vellum helped us quickly evaluate prompt designs and workflows, saving us hours of development. This gave us the confidence to launch our virtual assistant in 14 U.S. markets.

Sebi Lozano

Sr. Product Manager @ Redfin

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