Renewal Call Summary Recipe

Retrieve the Renewal meeting type from the meeting taxonomy. Confirm exists with notetaker autojoin enabled.

Configure the AI summary recipe for the Renewal meeting type. Extract: (1) Usage Patterns — features the customer mentioned actively using vs. struggling with vs. never tried; (2) Expansion Signals — explicit interest in additional seats, modules, tier upgrades; budget signal for expansion (verbatim quotes); (3) Contraction Risks — explicit signals of churn intent, reduced usage, team changes affecting fit, competitor evaluation; (4) Stakeholder Confirmation — was the decision-maker present, did stakeholders confirm continued commitment, any champion changes (departures, role changes); (5) Contract Terms Discussion — pricing pushback, term length preference, payment terms, custom contractual asks; (6) Health Score Movement — sentiment shift from prior interactions; (7) Next Step — proposal needed, additional stakeholders to loop in, agreement to terms.

Compose a renewal risk + expansion dashboard reading from summaries: (1) at-risk renewals — accounts with contraction signals or unresolved competitor evaluation, sorted by renewal date; (2) expansion-ready — accounts with explicit interest signals, sorted by ARR opportunity; (3) churn precursors — accounts where champion departed or stakeholders signaled disengagement; (4) renewal-call coverage — % of upcoming renewals where the call has happened (target: 100% by 60 days before renewal date); (5) win/loss patterns from past renewal-call summaries. Group by CSM owner.