Use cases · Money · Mondays at 8:00 AM

Auto-renewals get flagged before the charge, not after

Every team pays for software nobody uses, because the renewal email arrived on a busy Tuesday and the charge landed a month later.

Your Squad teammate keeps the renewal calendar as a living document in Docs. It builds the vendor list from your invoices, statements, and inbox, then tracks dates, notice windows, and seat counts. The Monday brief carries the 30-day lookahead, and short cancel windows get flagged first.

Decisions stay yours and arrive as choice cards: keep, cancel, or renegotiate. Pick one and the teammate does the legwork from its own inbox, chasing the vendor to written confirmation.

How it runs
01
It builds the vendor list

From invoices, card statements, and the inbox. You confirm the list once; new vendors get added as their first invoices arrive.

02
The renewal doc stays live

One document in Docs: every vendor, date, notice window, seat count, and price. It updates itself as terms change.

03
The Monday brief looks ahead

Thirty days out, every renewal appears with its cancel deadline. Auto-renewals with short windows lead the list.

04
You decide with one tap

Each renewal is a choice card: keep, cancel, renegotiate. Your click is recorded and the teammate acts on it.

05
It chases to confirmation

Cancellations and renegotiations go out from the teammate's own inbox, to the right contact, with follow-ups until someone confirms in writing.

06
Savings get counted

Every cancelled tool and negotiated discount lands in the renewal doc with its annual value. The doc answers 'what did this save us?' itself.

What lands on your desk
Monday's 30-day lookahead
RENEWALS — NEXT 30 DAYS

⚠ Datadog — $7,200/yr, auto-renews Sep 18, cancel window closes
  Sep 11. Usage: 2 of 11 seats active since June.
  [ Keep ]  [ Cancel ]  [ Renegotiate ]

· Figma — $1,440/yr, renews Sep 25. All seats active.
· Zoom — $2,388/yr, renews Oct 1. Overlaps with Meet; flagged
  last quarter, you said revisit now.
What you get
  • Thirty days of warning on every renewal.
  • One living Docs page of every vendor, date, and seat count.
  • Keep-or-cancel decisions as one-tap choice cards.
  • Cancellations chased to written confirmation.
Works with
CalendarGmailSheets

Your teammate connects through the integrations you approve, works on its own computer with its own browser, and asks you before anything irreversible.

Your first month
Day 0

The teammate builds the vendor list from invoices and statements. You strike two dead entries, confirm the rest.

Day 1

The renewal doc exists: every vendor, date, seat count, price. First time anyone has seen it in one place.

Week 1

The first Monday brief flags a renewal you had forgotten. One tap: renegotiate. The teammate opens the thread with the vendor.

Month 1

The savings line in the renewal doc reads $9,600/yr. The doc answers 'what do we pay for?' by itself.

Squads also run