Contract renewals shouldn't require a spreadsheet, a calendar reminder, and a lot of luck.
Expiring contracts are predictable events. Yet most teams still rely on manual calendar reminders, scattered spreadsheets, and someone remembering to check. this+that turns renewal management into an automated process that runs without you.
Renewals get missed because the process depends on people remembering
No early warning on expiring contracts
The contract expires in 30 days. You find out when the client asks why their access stopped working. The window to renew with goodwill intact has already closed.
Documents scattered across storage tools
The current contract is in Dropbox. Or was it Box? Or someone's Google Drive? Locating the right document to review before a renewal call takes longer than the call itself.
Renewal outreach started too late
A first check-in email 30 days before renewal is already late. By then, the client has already started evaluating alternatives. Proactive outreach requires being earlier.
No visibility into the renewal pipeline
Finance needs to know which contracts are renewing next quarter. Building that report means pulling from multiple systems manually — or asking everyone to update a spreadsheet.
Renewal tasks, documents, emails, and follow-up — all triggered automatically
Renewal tasks at 30 days out
When a contract renewal date is within 30 days, this+that creates a renewal task in DoBox, drafts a check-in email to the client, and assigns it to the right account owner.
Document retrieval from Dropbox
The current contract is pulled from Dropbox automatically and attached to the renewal task for reference — so the account owner has everything they need before making contact.
Follow-up if the client goes quiet
If the client hasn't responded to the renewal email in 7 days, this+that drafts a follow-up and creates a task to send it. Nothing falls through because of a missed reply.
Monthly renewal pipeline report
Every month, a report of contracts renewing in the next 90 days goes to the relevant stakeholders — so finance, sales, and leadership always have a current view of the pipeline.
Renewal workflows that run automatically
These are the kinds of workflows you can describe in plain English and have running in minutes.
CRM tools track renewal dates. this+that acts on them.
Most CRMs will show you a renewal date field and maybe send a notification. They don't draft the outreach email, retrieve the contract from your document storage, create the task for the account manager, or send the follow-up when the client goes quiet. this+that connects the calendar signal to the actual workflow — the drafting, the document retrieval, the task creation, and the follow-through — so your team spends time on the renewal conversation, not the logistics around it.
Renewals are predictable. The process should be too.
Connect your inbox and see what renewal workflows this+that would automate based on your actual email patterns. No signup required.