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🔄

Weekly Renewal Risk Sweep

Scout Maintain
⏱️ ~5 min setup

Scout flags at-risk contracts every Monday. Export CSV for CSM review, flag records in SFDC, post digest to Slack, publish summary to Notion. Replaces manual renewal spreadsheets.

The Prompt

Copy this prompt to Claude Code
It's Monday. I need our weekly renewal risk report before the CS standup at 10am.

Scout should:
1. Query all contracts expiring in next 90 days
2. Flag at-risk indicators: low NPS, support ticket volume spike, declining usage, missing champion contact
3. Export CSV for CSM review
4. Update SFDC Renewal_Risk__c field on flagged accounts
5. Post digest to #customer-success Slack with count + top 5 risks
6. Publish full summary to Notion in our CS workspace

Run this as a scheduled Scout check — every Monday at 8am.
🔄

Scheduled Monitoring That Delivers

Scout runs automatically every Monday morning, flags renewal risks based on multiple signals, and delivers actionable reports to your CS team through Slack and Notion. No more manual renewal tracking spreadsheets.

How It Works

Six automated steps from contract query to published reports.

1
🔄

Query Expiring Contracts

Find all accounts with contracts expiring in next 90 days

2
⚠️

Risk Scoring

Check NPS scores, support volume, usage trends, champion presence

3
📥

Export CSV

Generate renewal risk CSV for CSM review

4
🏴

Flag in SFDC

Update Renewal_Risk__c field on at-risk accounts

5
💬

Slack Digest

Post summary to #customer-success with top 5 risks

6
📄

Notion Summary

Publish full findings to CS Notion workspace

How Claude Code Executes It

💭 thinking

Monday morning renewal risk sweep. Let me query contracts expiring in next 90 days and check risk indicators.

$ command
g-gremlin scout run renewal_risk_check --schedule "0 8 * * MON"

✓ Querying contracts expiring between 2026-02-02 and 2026-05-03...

📋 planning

47 contracts expiring soon. Now checking risk indicators: NPS < 6, support tickets > 5 in last 30 days, usage decline, missing champion.

$ command
g-gremlin scout analyze --indicators nps,support_volume,usage_trend,champion_presence

✓ Risk analysis complete:
- 12 accounts flagged HIGH risk (NPS < 6 OR support tickets > 5)
- 8 accounts flagged MEDIUM risk (usage declining OR no champion)

$ command
sf data update bulk --file flagged_accounts.csv --sobject Account

✓ Updated 20 accounts with Renewal_Risk__c field

$ command
g-gremlin notify slack --channel customer-success --template renewal_digest

✓ Posted to #customer-success:
📊 Weekly Renewal Risk Sweep - Feb 2, 2026
🔴 HIGH risk: 12 accounts
🟡 MEDIUM risk: 8 accounts

✓ success

Weekly renewal risk sweep complete. 20 at-risk accounts flagged, CSV exported, SFDC updated, Slack + Notion published.

Results

47
Contracts reviewed
20
At-risk flagged
12
HIGH risk
2m 14s
Execution time

Try This Workflow

Automate your renewal risk tracking with Scout.