32건 · 관련도순
Sweep a contracts folder and extract every renewal date, auto-renew clause, notice window, and price-escalation term into a renewal calendar -- then create calendar reminders ahead of each notice deadline via Cowork's calendar write tools. The skill that stops auto-renewals from ambushing you.
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Handle small bureaucratic tasks — jury duty responses, parking tickets, passport renewals, DMV forms, permit applications, and other government or administrative paperwork.
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Manage vendor relationships — vendor selection scorecard, contract review checklist, renewal tracking, and vendor consolidation audit. Use when asked to "evaluate this vendor", "review this contract", "track vendor renewals", or "reduce our SaaS spend".
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Expert renewal management guidance for maximizing retention and expansion revenue. Use when building renewal playbooks, forecasting renewal pipeline, structuring multi-year deals, developing pricing strategies, mitigating churn risk, defending against competitive displacement, negotiating contracts, attaching expansion to renewals, or optimizing renewal operations. Covers high-touch and tech-touch renewal motions, early renewal strategies, and save plays.
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Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for designing the amendment/renewal architecture or swap pattern — use architect/subscription-management-architecture. NOT for amending or renewing contracts from Apex — use apex/cpq-api-and-automation. Also covers the standard Contract and Order objects underneath CPQ — Contract Status vs StatusCode, activation locking, EndDate auto-calculation, ContractSettings and OrderSettings, reduction orders, and renewal-reminder automation. Trigger keywords: Contract, ContractStatus, StatusCode, ActivatedDate, OwnerExpirationNotice, ContractTerm, EndDate, Order, OrderItem, reduction order, ContractSettings, OrderSettings, renewal reminder. NOT for Revenue Cloud or Subscription Management objects — use architect/revenue-cloud-architecture and architect/subscription-management-architecture.
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Researches state-specific charitable solicitation filing requirements keyed to gross revenue, producing a citation-backed state-by-state compliance matrix of audit thresholds, financial-statement tiers, filing fees, and due dates. Use when building charity compliance matrices, researching nonprofit filing thresholds, charitable solicitation registration renewals, comparing state audit requirements for 501(c)(3) organizations, or when the user mentions audit threshold, review threshold, compilation requirement, charity filing deadline, or multi-state nonprofit compliance.
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Verify Stripe subscription billing cycles using a test clock. Use when you need to simulate time passing to trigger subscription renewals, recurring invoices, or to confirm that the next billing date generates the expected charge in Stripe test mode.
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Local-first insurance record organizer for tracking policies, renewals, claims logs, and related insurance records. Use when the user wants to store policy details, list recorded policies, track renewal dates, log claim events, or summarize insurance records. NEVER provides insurance advice, recommends coverage amounts, or facilitates policy purchases.
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