AI agent for contract administrators
Partner Agreement Renewal Agent
Track every partner agreement date, gather performance, flag needed changes and prepare the renewal
What it does
Partner agreements expire or renew on old terms because dates sit in files nobody reads. The agent tracks all renewal dates and starts work 120 days ahead. It gathers sales, certification, support and compliance data for each partner and compares them with the agreement's targets. It flags terms to change, such as tiers, margins or territory, and drafts a renewal plan with options. As the date approaches, it rechecks status and reminds the owner of open steps. It prepares the draft renewal summary. The manager and legal approve the terms. Edge case: the contract auto-renews with a 90-day notice window, and the agent flags the date before it passes.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Daily date scan
- Read agreement dates and notice windows
- Pull performance, certification and compliance data
- Compare results with agreement targets
- Flag terms to keep, change or drop
- Are all data sources current and complete?If not: Request the missing data and rerun. Back to step 3.
- Draft the renewal plan and summary
- Manager and legal approve the plan and termsThe agent waits here for your OK.
- Track status as the date approaches
- Is the renewal on track before the notice date?If not: Escalate with the date and remaining steps. Back to step 9.
- Signed renewal or an approved non-renewal
How it decides
Terms are reviewed against performance and policy; renewals are drafted only after the manager sets a position.
- Start 120 days before expiry
- Flag auto-renewal notice dates 30 days before the window closes
- Compare with the last 4 quarters of performance
- Never draft terms that break policy
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Start lead time (default 120 days)
- Notice warnings
- Performance measures
- Approvers
What keeps you in control
It always asks you first
- Manager and legal approve terms
- Manager approves non-renewal
Hard limits
- Never agree to terms without approval
- Never miss a notice window silently
It stops when
- Done: the renewal is signed or ended on time
- Stop: the partner or legal rejects the draft
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
