# Renewal Forecast: Every Renewal in 90 Days, Scored

Source: https://maito.app/workflows/summarize-renewals-coming-up

Maito lists each renewal in the next 90 days with its amount, usage, tickets and billing risk, and calls out the ones that need action.

See every renewal in the next 90 days with health and risk.

[Customer success](https://maito.app/workflows/team/customer-success) · [Software](https://maito.app/workflows/industry/software) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)
-   Stripe
-   PayPal
-   [Amplitude](https://maito.app/workflows/tool/amplitude)
-   [Mixpanel](https://maito.app/workflows/tool/mixpanel)
-   [PostHog](https://maito.app/workflows/tool/posthog)

## How do you see upcoming renewals?

To see upcoming renewals, set Maito to run a regular Loop or ask in Slack. It reads renewals from your CRM, then checks billing, usage and tickets for each, and posts every renewal in the next 90 days with its value and risk. You get the risky ones first, with the reason.

## How it's done today

Renewals surprise the team.

## What Maito does

1.  List renewals due
2.  Add health, usage and open issues
3.  Sort by risk

## Example

Loop run: 1st of the month · Renewals, next 90 days

**Maito** (8:00 AM):

22 renewals worth $310k in the next 90 days. 4 look risky.

• **Stark Logistics ($41k, Nov 3):** the card on file in Stripe expires Oct 31. The renewal will fail unless someone updates it.  
• **Pied Piper ($64k, Dec 12):** weekly active users down 35% since August. The biggest renewal, 21% of the total.  
• **Hooli ($28k, Nov 20):** 3 open tickets, one escalated.  
• **Initech ($22k, Dec 4):** usage flat, no contact in 60 days.

The other 18 are healthy, at $155k.

**Catch:** Stark's usage is fine. The risk is the card, which is easy to fix this week.

**Jo** (8:09 AM):

who owns Pied Piper, and when did we last talk to them?

**Maito** (8:10 AM):

Marcus owns it. The last HubSpot note is from Aug 22, a call about their rollout, and nothing since. That's 40 days.

## How to set it up

On a schedule Summarize renewals coming up

Ask your agent

“On the 1st of every month, list the renewals due in the next 90 days from HubSpot, add payment status from Stripe and usage from Amplitude, and post them in #customer-success sorted by risk.”

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Connect billing

-   Stripe
-   PayPal

Connect analytics

-   Amplitude
-   Mixpanel
-   PostHog

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It forecasts risk from the data it can see. It doesn't predict whether a customer will renew.

## Questions

### Where does the renewal data come from?

Your CRM: HubSpot, Salesforce, Attio or Pipedrive. Billing checks use Stripe or PayPal and usage checks use Amplitude, Mixpanel or PostHog.

### Does it catch non-usage risk?

Yes. An expiring card in Stripe is flagged even when usage looks healthy.

### Can it run on a schedule?

Yes. As a Loop, such as every Monday, posting to a channel you pick.

## More customer success workflows

-   [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving)
-   [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review)
-   [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan)
-   [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins)
-   [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive)
-   [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fsummarize-renewals-coming-up)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
