Built for the office manager, clinic owner, or operations lead who keeps every contract, software license, and subscription in one long spreadsheet and still misses a renewal. This CSV to renewal tracker turns that list into a working app that knows every expiry date and reminds you before it lapses. Drop in your CSV and you get a clear board of what renews, what it costs, and who owns it. Open it inside Taskade.
What's Included
- Renewal board: every contract or license becomes a card with renewal date, cost, and owner, laid out across project views so the next 30 days are easy to spot.
- AI Agent: ask "what renews this month?" or "which subscriptions are costing me the most?" and a custom agent answers from your live records.
- Reminder automation: an automation raises a renewal task ahead of each expiry date and pings the owner, so nothing auto-charges by surprise.
- Connected projects: link each renewal to its vendor and the person responsible, keeping costs and contacts in one place.
- Team access: share a read-only view with finance and full edit rights with the owner using permissions.
How To Use
- Clone this app into your workspace.
- Drop in your contracts CSV; the AI maps name, renewal date, cost, and owner.
- Assign an owner to each renewal so there is a clear point of contact.
- Turn on the upcoming-expiry trigger so reminders appear on their own.
- Open the board and you already know what to renew, cancel, or renegotiate this month.
Find more operations apps to clone in the Community Gallery.