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Rate Rillet renewals by Teamwork.com delivery health
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Cross-Connector

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.

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Rate Rillet renewals by Teamwork.com delivery health
Rank our Rillet renewals in the next 60 days by how delivery is going in Teamwork.com.
9 renewals in the next 60 days: 3 High, 4 Medium, 2 Low risk. - High: Contoso, 2 late milestones and an overdue invoice - High: Fabrikam, health score Needs attention, 3 open risks - Rillet only: 1 client not tracked in Teamwork.com Want the reasoning for each High renewal?
Rillet
Sample figures. Your results come from your own account.
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

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Rillet

Rillet
Run it on your own Rillet data.

Connect Rillet, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It lists Rillet contracts ending in that window and overdue balances.

rillet-get-contracts
rillet-get-customers
rillet-get-invoices

03

Check

It reads each client's Teamwork.com health, milestones and risks.

teamwork-com-get-companies
teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-project-updates
teamwork-com-get-milestones
teamwork-com-get-risks

04

Report

Each renewal is rated High, Medium or Low, with reasons for High.

Your AI tool

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.

get-data

rillet-get-contracts

Returns customer contracts (term, status, total value, invoicing) from Rillet.
get-data

rillet-get-customers

Returns customers (name, address, payment terms, invoicing settings) from Rillet.
get-data

rillet-get-invoices

Returns customer invoices (number, customer, dates, status, totals, amount due) from Rillet.
get-data

teamwork-com-get-companies

Returns client and owner companies from Teamwork.com with contact details and project counts. Filter by country code, industry, company ID, status, city, name and state.
get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.
get-data

teamwork-com-get-people

Returns people (users) from Teamwork.com with their company, role, rates and contact details. Filter by email, type, name, company ID, person ID, last name, role name and company name.
get-data

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

teamwork-com-get-project-health

Returns the health score of Teamwork.com projects. Filter by health score and project ID.
get-data

teamwork-com-get-project-updates

Returns project status updates from Teamwork.com with their health rating. Filter by project ID, health label, active and created at.
get-data

teamwork-com-get-milestones

Returns project milestones from Teamwork.com with deadlines, completion and progress. Filter by deadline, completed, name, status and project ID.
get-data

teamwork-com-get-risks

Returns project risks from the Teamwork.com risk register with impact, probability and mitigation. Filter by probability, result, status, impact, project ID and created on.
Read only.Nothing in Rillet Changes

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.

How Popdock AI secures your data

The outcome

Know which renewals are at risk and why

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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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