Extract renewal and notice facts into an owned tracker, with source cites and no automatic renewal or cancellation action.
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Use signed agreements and amendments, not memory or a vendor sales summary.
Record legal entities, vendor, service owner, budget owner, contract owner, start, end, initial term, renewal form and length, notice period, notice method and address, current committed spend, price-change rule, termination text, data-return need, source section, source file, and last checked date.
Calculate a notice date only when the source gives a clear end date and period. Show the formula. If amendments conflict or a trigger is unclear, mark COUNSEL OR CONTRACT OWNER TO CONFIRM; do not choose an interpretation.
Add service performance, open incidents, unused volume, alternative cost, implementation lead time, and decision owners. A review date is a planning prompt, not an automated cancellation or renewal.
Return the tracker and next-action queue. Never send notice, renew, cancel, accept pricing, or change a calendar without owner approval. Route disputed language to counsel.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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