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AI agent for it managers

Software Renewal Negotiation Prep Agent

A negotiation brief for every renewal before its notice deadline

Software Renewal Negotiation Prep Agent: what goes in, what the agent does and what you get

What it does

Software contracts renew on fixed dates, and the notice window often passes before anyone checks whether the seats are still used. This agent watches the contract register for renewals inside your window. For each one it pulls seat usage from the admin console, compares paid seats with active users, checks the price against last year and looks up public pricing for comparable tools. Before drafting, it checks that usage data is less than 30 days old. If it is older or missing, it asks the system owner for a fresh export and waits. It then drafts a negotiation brief with a target seat count, a target price and the notice deadline. You decide whether to renew, cut seats or switch, and you send anything to the vendor. Edge case: a tool used heavily by one team but barely elsewhere gets a split recommendation instead of a flat cut.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Weekly check of the contract register 2 DOES List renewals whose notice date falls in the window 3 USES A TOOL Pull seat usage and last invoice for each renewal 4 CHECKS THE RESULT Is usage data complete and less than 30 days old? If not: ask the system owner for a fresh usage exportand wait. Back to step 3. 5 USES A TOOL Compare price with last year and with comparabletools 6 DOES Draft brief with seat target, price target andoptions 7 YOU APPROVE IT leader chooses renew, reduce or replace 8 RESULT Brief filed and reminder set before notice date
Read the steps as a list
  1. Weekly check of the contract register
  2. List renewals whose notice date falls in the window
  3. Pull seat usage and last invoice for each renewal
  4. Is usage data complete and less than 30 days old?If not: ask the system owner for a fresh usage export and wait. Back to step 3.
  5. Compare price with last year and with comparable tools
  6. Draft brief with seat target, price target and options
  7. IT leader chooses renew, reduce or replaceThe agent waits here for your OK.
  8. Brief filed and reminder set before notice date

How it decides

It recommends cutting seats when active users stay below 80% of paid seats for three months, and flags price increases above your limit for negotiation.

  • Recommend a seat cut when active users stay under 80% of paid seats
  • Flag any price rise above the set limit as a negotiation point
  • Escalate when the notice date is under 14 days away

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Look-ahead window (default 90 days)
  • Seat utilization level that triggers a cut (default 80%)
  • Price increase limit that triggers negotiation (default 5%)
  • Who receives the briefs

What keeps you in control

It always asks you first

  • Sending any notice or counter-offer to the vendor
  • Decision to cancel or switch

Hard limits

  • Never contacts vendors directly
  • Never cancels or changes a subscription

It stops when

  • Done: every renewal in the window has a brief and a decision date
  • Stop: contract terms are not in the register

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensA design tool at Harbor Lane Insurance renewed on June 30 for 120 seats at $14,400. The usage export dated from February, so the freshness check failed and the agent asked the system owner for a new one. The May export showed 71 active users. The brief proposed 80 seats, flagged a 9% list price increase and noted the May 31 notice date. The IT manager approved the brief and opened talks.

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