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Make sure every ending Salesforce contract has a renewal in motion
For account managers who want contracts and assets ending soon checked for an open renewal deal, by asking their AI assistant.
On this page
Connector
Connect Salesforce, pick your AI tool and paste the prompt.
The problem
Contracts reaching their end date with no renewal open
Renewals are lost when a contract or asset reaches its end date and nobody opened a renewal opportunity. Checking every ending contract and asset against each account's open deals is tedious, so gaps show up after the date has passed.
Without PopdockAI
- List contracts and assets ending soon
- Check each account for an open renewal deal
- Find who to call on the uncovered ones
- Notice the gap after the end date
With PopdockAI
- Contracts and assets ending in the window are read
- Each account is checked for a renewal opportunity in time
- Uncovered renewals get the primary contract contact
- Read only, with an action list soonest first
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List contracts and assets ending in the next `{within-days}` days (default 90) and flag any that have no renewal in progress.
**Step 1: Pull what is ending**
* `salesforce-get-contract` with `end-date.from` today and `end-date.to` today plus `{within-days}` days.
* `salesforce-get-asset` with `usage-end-date.from` today and `usage-end-date.to` today plus `{within-days}` days.
**Step 2: Check each account**
For every account-id found, call `salesforce-get-opportunity` with `account-id` and `closed` false. An account is covered if it has an open opportunity whose close date is on or before the latest end date, or whose type or name mentions renewal. For uncovered accounts, call `salesforce-get-contract-contact-role` with `contract-id` to find the primary contact.
**Step 3: Report**
* A table sorted by end date: account, contract number or asset name, end date, days left, covered (yes/no), renewal opportunity (name, stage, amount) or primary contact.
* The uncovered ones, soonest first, as the action list.
**Rules & Guidelines:**
* This prompt is read-only. Do not call any write tool: `salesforce-add-account`, `salesforce-add-contact`, `salesforce-add-lead`, `salesforce-add-opportunity`, `salesforce-add-case`, `salesforce-add-task`, `salesforce-add-asset`, `salesforce-add-campaign`, `salesforce-update-account`, `salesforce-update-contact`, `salesforce-update-lead`, `salesforce-update-opportunity`, `salesforce-update-case`, `salesforce-update-task` or `salesforce-update-asset`.
* Point to `advance-opportunity` or `log-follow-up-task` for acting on an uncovered renewal.
**Validation:**
* If nothing ends in the window, say so and stop.Who it's for
One answer, three teams that use it
Renewals managers
Catch uncovered renewals early
Get an action list of ending contracts and assets with no renewal deal, with a contact to call.
Which contracts end in the next 120 days with no renewal opportunity in Salesforce?
Account managers
Never miss a renewal on your accounts
See which of your contracts and assets are ending soon and whether a renewal is already open.
Show my Salesforce contracts and assets ending this quarter and whether each has a renewal deal.
Sales leaders
See renewal coverage at a glance
A table by end date shows coverage across the whole book.
Give me a renewal radar for the next 90 days with coverage for every ending contract.
How it works
What PopdockAI does when you ask
You optionally set how far ahead to look, and your AI assistant checks every ending contract and asset for a renewal in motion. It changes nothing.
01
Ask
You optionally set how many days ahead to look.
02
Read
It reads contracts and assets ending in the window.
03
Check
It looks for an open renewal opportunity on each account, or the primary contact.
04
Report
You get a table by end date and an action list of uncovered renewals.
What PopdockAI provides
The tools behind the answer
Ready made tools for Salesforce and one secure connection to your AI tool. No code, no exports.
salesforce-get-contract
salesforce-get-asset
salesforce-get-opportunity
salesforce-get-contract-contact-role
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
Every ending contract has a renewal in motion
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One prompt template with infinite possibilities.
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