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Rank upcoming Rillet renewals by delivery health
For customer success and finance leads who want contracts ending soon rated High, Medium or Low risk from Teamwork.com project health.
On this page
Connector
Connect Rillet, pick your AI tool and paste the prompt.
The problem
Renewals look safe until delivery problems surface
The contract end date is in Rillet, but late milestones, open risks and unhappy project updates are scattered across Teamwork.com. A renewal at risk looks safe until the client says no.
Without PopdockAI
- List Rillet contracts ending soon
- Check each client's overdue balance
- Open every Teamwork.com project for health, milestones and risks
- Walk into the renewal without the full picture
With PopdockAI
- Active contracts ending in your window, with overdue balances
- Project health, latest update, late milestones and open risks read
- Each renewal rated High, Medium or Low by stated rules
- One sentence of reasoning for every High, 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 every Rillet contract ending in the next `{days-ahead}` days (default 60), check how delivery is going for that client in Teamwork and rank the renewals by risk.
**Step 1: Find the contracts ending soon in Rillet**
Call `rillet-get-contracts` with `end-date.from` = today and `end-date.to` = today plus `{days-ahead}` days. Keep active contracts only. Call `rillet-get-customers` for the customer names, and `rillet-get-invoices` for each customer's `amount-due` and `overdue` invoices.
**Step 2: Find each client's projects in Teamwork**
For each customer, call `teamwork-get-companies` with `name.contains` set to the customer name (drop legal suffixes first). If there is no match, fall back to email domain via `rillet-get-customer-emails` and `teamwork-get-people`. Then call `teamwork-get-projects` with the `company-id` and `status` = active.
**Step 3: Read delivery health**
For each active project, call `teamwork-get-project-health` with `project-id`, `teamwork-get-project-updates` with `project-id` and `is-active` = true for the latest `health-label` and `text`, `teamwork-get-milestones` with `project-id` and `status` = late, and `teamwork-get-risks` with `project-id` and `status` = open.
**Step 4: Report**
One row per contract, sorted by risk, highest first: customer, contract, end date, days left, total value, overdue amount in Rillet, active projects, lowest health score, latest health label, late milestones, open risks. Rate each High, Medium or Low:
* High: any project unhealthy or with late milestones, or the customer has overdue invoices.
* Medium: open risks, or no project update in the last 30 days.
* Low: otherwise.
Give one sentence of reasoning per High row.
**Rules & Guidelines:**
* Tools starting teamwork- are on the teamwork MCP server; tools starting rillet- are on the rillet MCP server. If a tool from either server is unavailable, say which server is not connected and stop.
* This prompt is read-only. Do NOT call `rillet-add-invoice`, `rillet-update-invoice`, `rillet-add-customer`, `rillet-update-customer`, `rillet-add-credit-memo`, `teamwork-create-company`, `teamwork-update-company`, `teamwork-create-time-entry`, `teamwork-update-time-entry`, or any other tool on either server whose name starts with add, update, create, apply, set or record.
**Validation:**
* If no contracts end in the window, say so and stop.
* If a customer has no Teamwork company or no active projects, list it with delivery "not tracked in Teamwork" and rate it on the Rillet side only.Who it's for
One answer, three teams that use it
Executives
See renewal risk in one ranked list
Every renewal coming up is rated with clear rules, so you know where to step in.
Which Rillet renewals in the next 90 days are rated High risk because of delivery in Teamwork.com?
Account managers
Prepare for renewal conversations
Know about late milestones and open risks before the client brings them up.
How is delivery going for Contoso ahead of their Rillet renewal? Check Teamwork.com.
Delivery leads
Fix delivery before the renewal
High risk renewals come with a reason, so you know which project to get back on track first.
Rank renewals ending this quarter by Teamwork.com project health and explain the High ones.
How it works
What PopdockAI does when you ask
You set how far ahead to look and your AI assistant rates each upcoming Rillet renewal by its Teamwork.com delivery health. It only reads, and the rating rules are stated.
01
Ask
You set how many days ahead to look.
02
Read
It lists Rillet contracts ending in that window and overdue balances.
03
Check
It reads each client's Teamwork.com health, milestones and risks.
04
Report
Each renewal is rated High, Medium or Low, with reasons for High.
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-customers
rillet-get-invoices
teamwork-com-get-companies
rillet-get-customer-emails
teamwork-com-get-people
teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-project-updates
teamwork-com-get-milestones
teamwork-com-get-risks
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
Know which renewals are at risk and why
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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