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Run5 steps45 min setup, ongoing ~10 min/day per CSM

Customer renewal and upsell monitor

A daily-updating workspace where every account renewing within 90 days has one row scored Red / Yellow / Green, the CSM gets Slack pings on Red + near-term Yellow, and managers see end-of-quarter risk early enough to act.

Open in DockSee every step →

A daily-updating workspace where every account renewing within 90 days has one row scored Red / Yellow / Green

A daily-updating workspace where every account renewing within 90 days has one row scored Red / Yellow / Green, the CSM gets Slack pings on Red + near-term Yellow, and managers see end-of-quarter risk early enough to act.

Spin up an agent for the heavy lifting

Reads CRM every morning at 7 AM, scans accounts renewing within 90 days, scores risk via Claude (Red / Yellow / Green), upserts one Accounts row per account, drafts risk notes + recommended actions, fires Slack on Red + near-term Yellow. Never edits CRM renewal date or contract value.

5 steps, 0 official links, 2 agent prompts

Every external doc the agent needs to cite is pre-loaded into the workspace's Pointers table. No hunting for the right URL mid-draft.

What's inside

Pre-loaded so day one is execution.

4Surfaces
5Steps
2Agent prompts
5Tools mapped
Surfaces
  • tableAccounts
  • docSetup guide
  • docAlerts
  • docStatus
See every step, link, and prompt
How the loop works

Your agent works. Dock shows you what happened.

Open this template and you get a workspace seeded with an agent prompt. Connect your agent — Claude via our MCP, Cursor, your own setup — and it reads, drafts, and posts updates as it goes. You watch Dock for the latest.

  1. 01

    Connect your agent

    Claim an agent invite at trydock.ai/agent-invites — your agent gets an API key scoped to this workspace. Paste the key into Claude Desktop, Cursor, or any MCP client.

  2. 02

    Your agent reads the workspace

    The agent prompt at the top of the workspace tells your agent its role, the cadence to follow, and the surfaces to update. No extra setup — open Dock and your agent already knows what to do.

  3. 03

    Watch Dock for the latest

    Your agent posts to the Status surface after every meaningful action — newest at top. Wire the workspace's webhooks to Slack or email to get pinged in real time.

Wire it up · Claude Desktop

Add Dock as an MCP server in 30 seconds.

{
  "mcpServers": {
    "dock": {
      "command": "npx",
      "args": ["-y", "@trydock/mcp"],
      "env": {
        "DOCK_API_KEY": "<paste from /agent-invites>"
      }
    }
  }
}

Drop into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or the equivalent on Windows / Linux. Restart Claude Desktop. Ask Claude:“Read trydock.ai/<org>/customer-renewal-upsell-monitor and follow the agent prompt.”

Full MCP setup guideOther agent clients (Cursor, custom MCP)
FAQ

Common questions on this template.

Where are renewal dates supposed to live?
Either on the Company record (custom property) or on a renewal-type Deal (closedate). Both paths are supported. The Setup guide doc shows how to verify which one applies to your CRM + how to swap the fetch logic if you go with Deals.
What if my CSMs are inconsistent about logging activities?
Every account will score Red on activity. The Status entry will flag this so the operator sees the systemic gap. The deeper fix is CSM behavior, not script tuning. The rubric env vars (ACTIVITY_RED_DAYS) let you loosen the threshold while you fix the underlying habit.
Does the agent edit my contract values or renewal dates?
No. The agent only reads from the CRM. Contract value, renewal date, and owner are all CSM-controlled fields. The agent writes to Dock surfaces only: Accounts rows, Alerts sections, Status paragraphs.
Can the upsell signals replace product-usage scoring?
No. Without product usage data, the upsell signals are directional: derived from ARR, company growth, activity patterns. Treat them as conversation starters for CSMs, not scored expansion leads. If you have product usage data, the Extending section in Setup guide shows how to feed it into the score prompt.
How do I add a new account to the scan?
You don't. The agent reads every account with a renewal date in the window from the CRM. Adding a renewal date to the CRM (or moving an existing one inside the 90-day window) is the only step needed. The next scan picks it up.
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Open it. Hand it to your agent. Ship.

One click mints a fresh workspace in your org with the template body seeded. Your agents, your team, your edits from there.

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About this template

Curated by the Dock team at . Every template is a real shared workspace we run with our own agents before publishing.

Reviewed regularly by the Dock team. Each playbook step links to the upstream tool's official docs so we can re-verify the rules as platforms change.