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Rate upcoming Rillet renewals by Mailchimp engagement
For customer success teams who want each Rillet contract ending soon rated engaged, silent or unreachable from its contacts' Mailchimp activity.
On this page
Connector
Connect Rillet, pick your AI tool and paste the prompt.
The problem
Renewals at risk go quiet before anyone notices
Renewals at risk often go quiet first: contacts stop opening email, unsubscribe or bounce. Spotting it means listing contracts ending soon in Rillet and checking every contact in Mailchimp, which nobody has time for across a quarter.
Without PopdockAI
- List Rillet contracts ending soon
- Find each customer's contact emails
- Check every address in Mailchimp for activity
- Rate each renewal by gut feel
With PopdockAI
- Open contracts ending in your window read from Rillet
- Every contact checked for status, opens, clicks and bounces
- Each contract rated engaged, silent or unreachable
- Failed lookups marked unknown, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Rillet contracts ending in the next `{days-ahead}` days (default 90), check whether the customers' contacts are still reachable and engaged in Mailchimp, and flag the renewals at risk.
**Step 1: Find the renewals**
Call `rillet-get-contracts` with `end-date.from` set to today and `end-date.to` set to today plus the window (YYYY-MM-DD). Exclude contracts whose `status` shows they are already closed or cancelled. If none remain, say there are no renewals in the window and stop.
**Step 2: Find each customer's contacts**
Call `rillet-get-customer-emails` once (no filters) and keep the emails for each `customer-id` from Step 1. A customer with no emails is reported as "no contact email in Rillet".
**Step 3: Check Mailchimp for each email**
* Call `mailchimp-get-list-member` with `email`. Record each audience's `status`, `average-open-rate` and `last-changed-date`.
* Call `mailchimp-get-campaign-email-activity` with `email-address` and `activity-date.from` set to 90 days ago. Record the last open or click date and any bounces.
**Step 4: Classify and report**
Classify each contract by the best-engaged contact on its customer:
* **Engaged:** at least one subscribed contact opened or clicked in the last 90 days.
* **Silent:** subscribed, but no opens or clicks in 90 days.
* **Unreachable:** every contact is unsubscribed, cleaned, bouncing, or not in Mailchimp at all.
Report a table sorted by `end-date`: customer name, contract name, `end-date`, `total-value` and `currency`, classification, best contact email, last engagement date. Then summarise the count and total value per classification.
**Rules & Guidelines:**
* Tools named mailchimp- come from the mailchimp MCP server; tools named rillet- come from the rillet MCP server. If a tool from either server is missing, stop and say which server is not connected rather than working around it.
* The only key shared by the two systems is the email address. Mailchimp `customer-id` values (e-commerce store customers) are NOT Rillet customer ids; never pass one system's id into the other.
* Read-only. Do not call any Mailchimp tool whose name starts with mailchimp-add-, mailchimp-update-, mailchimp-start-, mailchimp-pause- or mailchimp-replicate-, and do not call any Rillet tool whose name starts with rillet-add-, rillet-update-, rillet-apply-, rillet-unapply-, rillet-record-, rillet-set- or rillet-setup-. In particular never call `mailchimp-add-list-member`, `mailchimp-update-list-member` or `mailchimp-add-segment-member` from this prompt.
**Validation:**
* If `{days-ahead}` is empty or not a whole number, use 90.
* Do not add `total-value` across currencies.
* If a Mailchimp lookup fails for one email, mark that contact as "unknown" and continue.Who it's for
One answer, three teams that use it
Revenue leaders
See renewal risk across the quarter
Counts and contract value per rating show how much renewal revenue has gone quiet.
How much Rillet contract value renewing this quarter sits with silent or unreachable customers?
Account managers
Reach quiet customers another way
Know which renewals email will not reach, so you can call or visit instead.
Which of my Rillet renewals in the next 30 days have no engaged contact in Mailchimp?
Customer success
Prioritise renewal outreach
Start with the silent and unreachable contracts before the end date arrives.
Rate the Contoso and Fabrikam renewals by Mailchimp engagement.
How it works
What PopdockAI does when you ask
You choose how far ahead to look and your AI assistant rates each upcoming renewal by its best contact's Mailchimp engagement. It only reads.
01
Ask
You choose how many days ahead to look.
02
Read
It reads open Rillet contracts ending in that window and contact emails.
03
Check
It checks each email in Mailchimp for status, opens, clicks and bounces.
04
Report
Each contract is rated, with counts and value per rating.
What PopdockAI provides
The tools behind the answer
Ready made tools for Rillet and one secure connection to your AI tool. No code, no exports.
rillet-get-contracts
rillet-get-customer-emails
mailchimp-get-list-member
mailchimp-get-campaign-email-activity
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Find quiet renewals with time left to act
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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