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Verslay
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Customer Success

Coda Renewal Tracker Cleanup

Make renewal trackers actionable again.

Helps success teams keep Coda renewal trackers current enough to protect revenue.

Best forProfessional ServicesSaaS
Agents6 required
Duration3-5 minutes

Reviews renewal rows, dates, owners, health fields, and notes to create a prioritized cleanup and customer follow-up queue.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior renewal tracker state, cleanup rules, and churn risk thresholds stored in memory. Pull the renewal tracker table from the configured Coda document: extract all rows with renewal date, account name, ARR, CSM owner, renewal status, last-contacted date, and health score. Flag rows with: expired renewal dates not marked closed, missing health scores, stale last-contacted dates (> 21 days), or duplicate account entries. Produce a cleanup manifest as Phase 1 output.

coda docs automation agent
02

Consume Phase 1 cleanup manifest. Segment the renewal tracker into cohorts: Overdue (renewal date past), Upcoming (< 30 days), Healthy Pipeline, and Data Quality Issues. Calculate coverage metrics: % of renewals with health scores, % with recent CSM contact, and ARR at risk in each cohort. Call verslay_chart_create to generate a renewal pipeline cohort chart and a data-completeness gauge. Produce a cleanup analysis report.

data analyst
02

In parallel with data-analyst, call verslay_web_search and verslay_news_search to surface renewal tracker best practices and CS operations frameworks for maintaining renewal hygiene. Identify recommended fields, update cadences, and escalation triggers for a well-maintained renewal tracker. Produce a best-practices brief.

web researcher
03

Consume Phase 2 cleanup analysis and cohort breakdown. For all Overdue and Upcoming renewal accounts, score churn risk using: days since last CSM contact, missing health score penalty, ARR size weighting, and cohort-level attrition rates. Produce a churn-risk sorted intervention list for CSMs.

churn predictor
04

Consume Phase 3 churn-risk intervention list, cleanup analysis, and best-practices brief. Write the renewal tracker cleanup report: data quality issues remediated, ARR at risk by cohort, top 10 accounts requiring immediate CSM action, recommended tracker field additions, and a 14-day cleanup sprint plan. Call verslay_memorize to store updated renewal pipeline state, risk thresholds, and cleanup rules in memory.

executive briefing writer
05

Receive the cleanup report and intervention list from Phase 4. Deliver the report to the CS ops lead and all CSMs via the configured channel. For Overdue accounts, update Coda row status to 'Needs Review' and trigger CSM assignment reminders. Confirm all updates and deliveries.

distributor

Required Agents

6
  • coda-docs-automation-agent
  • data-analyst
  • web-researcher
  • churn-predictor
  • executive-briefing-writer
  • distributor

Connections

Required

coda

What it does

  • Renewal table audit
  • Next-step gap detection
  • Owner gap flags
  • At-risk account list
  • Cleanup recommendations

Example prompt

Audit our Coda renewal tracker. Find stale accounts, missing next steps, owner gaps, and accounts at risk.

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