Turn renewal calls into forecasting data, not just meeting notes

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.