Mondays · 8:00
Check account health weekly
A weekly health score per customer, with the reason behind each.
Renewal reminder agentTalk before the date, not after.
It watches the renewal date in your customer table. Sixty days before, it reads the account, drafts a check-in email and tells the owner in Slack.
Your first signup includes $50 in free credits.
60 days before renewal
Never miss a renewal
- Reads
- Renewal dates, Gmail
- Grows
- A draft and a heads-up
- Lands in
- Gmail and Slack
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
Sixty days before a customer's renewal date in my customers table, draft a check-in email in Gmail and tell the account owner in Slack.
TulipFarm
I made an agent called Renewal reminder and a workflow that starts on the renewal date minus 60 days. It reads the table and Gmail. The draft and the Slack post ask you first. Activate it?
ActivateEdit first
One renewal, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Date
60 days before a renewal date
Run startedStarted - Reads
The customer row and the owner
1 account - Reads
Recent emails with the customer
6 threads - Writes
A short check-in email
1 draft - Asks first
Save the draft and tell the owner
Approved - Posts
Gmail draft and Slack message
DeliveredCompleted
The draft waiting in Gmail.
Warm, short, and it asks one clear thing.
Draft- To
- the customer
- Subject
- Planning for your renewal
Hi, your plan renews in two months. I would like to check how things are going.
Do you have 20 minutes this month to talk about your goals for the next year?
If anything is not working, I want to hear it now so we can fix it.
What gets planted.
Three parts you own and can change at any time.
- Agent
Renewal reminder
What a good check-in says.
- Table
Customers
Renewal date and owner for each account.
- Workflow
Renewal date
Starts from a date in your table.
Uses
- TablesTables
- Gmail
- Slack
Add if you use it
Google Calendar- Google Sheets
HubSpot
It reads quietly. It asks before it acts.
Reads without asking
- The renewal date and owner
- Recent emails with the customer
- Your check-in style
Asks you first
- Saving a draft in Gmail
- Posting to Slack
It uses your own connections, so it never sees more than you can.
Grow it your way.
More than one nudge
Run again at 30 and 7 days.
Add health
Mention the account health score in the Slack note.
Book the call
Suggest times from your calendar in the draft.
Questions, answered.
How does it know the date?
A workflow can start from a date in a table. Keep each renewal date in a column and tell the agent how many days before to run.
Does it email the customer?
No. It saves a draft. You read it and send it.
Can it use HubSpot renewal dates?
A new HubSpot deal or ticket can start a workflow. For dates in HubSpot, copy them to a table or use a Custom MCP connection.
Mondays · 9:00
Check in on customers
Drafts a personal check-in for each customer who is due one.
Before a QBR
Build the QBR deck
Pulls notes, numbers and wins into a first-draft review deck.
No renewal comes as a surprise.
Public beta, open to everyone. Your first signup includes $50 in free credits.