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Early accessBeta, invite only since 1 Nov 2026. A person reads every application.Apply for an invite
Demystify OS

Workflow in Demystify Skills Hub

Renewal outreach

Renewal notices drafted ahead of each contract end, designed with a person approving what goes out.

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Provisioned on requestR2 Acts after approval. On request, as of 4 Nov 2026.

Renewal notices drafted ahead of each contract end, designed with a person approving what goes out. This workflow is in the Sales and CRM category at risk tier R2, acts after approval. A person is designed to decide at step 3. It is on request as of 4 Nov 2026, with no measured run yet.

How it works

The steps

  1. 1

    List contracts ending in the next 60 days.

  2. 2

    Draft a renewal note for each.

  3. 3

    A person approves the notes.Designed: a person decides here.

  4. 4

    Send them.

  5. 5

    Log replies in the CRM.

Detail

What it needs and where it stops

What it needs from you
  • Contract end dates
  • Client details
What it needs connected
  • CRM export file
  • Email
Risk tier R2: Acts after approval
Designed to act only after a person approves that step. Where a person is designed to decide: A person approves the notes. These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.
Status and what is not claimed
It is on request as of 4 Nov 2026: a catalogue entry we set up with you. No run of it has been measured yet, and nothing here claims it installs, syncs or streams on its own today.

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