Renewal Prep
Renewal preparation briefing
Gets the account team ready weeks before the renewal conversation. It assembles the value delivered with real numbers, the support and escalation history, the contract terms including the notice deadline, and who the stakeholders are now versus at signing. If the champion who bought it has left, that goes at the top — it's the signal people miss.
Add to your Oasis
Published by Oasis Platform · Free to add
Connects with
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
SalesforceRequired
HubSpotRequired
ZendeskRequired
Google DocsRequired
How it runs
- Foundation
Claude Managed Agent
- Model
- Claude Sonnet 4.6
- Reasoning
- Medium effort
- Per run
- Up to 30 turns
- Memory
- Learns across runs
- Browsing
- Can read the web
- Category
- Operations
- Customer Success
- Renewal
- Prep
What happens when you add it
- 1
It lands in your Oasis
Renewal Prep is created in your workspace with its instructions and settings already filled in.
- 2
You connect its apps
Sign in to Salesforce and HubSpot once and it has everything it needs.
- 3
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
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Put Renewal Prep to work today
Add it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.