🔄 Proposal Renewal Automation with AI

Taskade Genesis monitors your active client contracts and launches a renewal proposal workflow automatically — agents draft a personalized renewal offer, schedule the outreach, and track the response without you manually watching every contract end date. ## What Is Proposal Renewal Automation? It's a contract lifecycle automation that identifies upcoming renewals, drafts a renewal proposal based on the original scope and any agreed scope expansions, and initiates outreach at the optimal time before the contract expires. ## Why Use Proposal Renewal Automation? Retaining a client costs a fraction of acquiring one. Timely renewal proposals are the lowest-effort revenue you have. - Automatic renewal detection: Agents scan contract end dates and flag renewals 90, 60, and 30 days out. - Scope-aware drafting: Renewal proposals include the original scope plus any expansion discussed during delivery. - Persistent memory: Agents remember client preferences, preferred terms, and past pricing discussions. - Relationship linking: Each renewal proposal links to the original contract and delivery history via the Relationship field. - Calendar view: All upcoming renewals appear in a single Calendar view for planning. ## Who Should Use Proposal Renewal Automation? - Agencies managing annual retainer clients across multiple service lines. - SaaS account managers renewing annual subscription contracts. - IT managed service providers renewing support and maintenance agreements. - Coaches and trainers renewing annual program engagements with high-value clients. - Facilities management firms renewing multi-year service contracts with commercial clients. ## How To Use Proposal Renewal Automation? 1. Clone the template from /automate and import your active contract records. 2. Set renewal alert triggers at 90, 60, and 30 days before each contract end date. 3. At 60 days, the agent drafts a personalized renewal proposal using the original scope. 4. Review and approve the renewal draft in List view; send with one click. 5. Track renewal status in Calendar view — won renewals automatically extend the contract record. Browse AI agents for relationship-building automation,