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Renewal Intake

Intake
Primary · Procurement
Secondary · Finance

Renewals that surprise you cost the most. The 60-to-90-day window is where negotiating power lives. It closes quietly while nobody is watching.

Flo reads your contract repository, finds the renewals coming due, and opens each one as a request well ahead of the notice date. It attaches the term, the spend, the usage, and the auto-renew clause so the owner can negotiate from strength.

Flo opens the renewal. Procurement negotiates. Nothing renews on autopilot. The team walks in early and prepared, and the savings land as cost avoidance procurement can attribute, not luck.

Intake and Approvals flow
AGENT CAPABILITIES
TOOLS
Scan contracts
Flo
Contracts
Finds renewals coming due in the next 60 to 90 days.
Pull context
Flo
Context Library
Gathers term, spend, usage, and the auto-renew clause.
Open request
Spendflo
Workflows
Opens the renewal as a request ahead of the date.
Brief owner
Slack
API
Hands the owner the renewal context to act on.
CONTEXT USED
  • Use Scan contracts to confirm the request has budget before routing.
  • Use Pull context to validate the request and flag any exception.
  • Use Open request to route the chain to the right approvers, in order.
  • Once approved, use Brief owner to raise the PO. Never raise a PO before approval.
  • Escalate anything over threshold or outside policy to a named human owner.
HOW IT WORKS
1
System
Contract repository
Flag a contract renewing in 75 days
2
Flo
Spendflo
Pull the current term, spend, and seat usage
3
Flo
Spendflo
Surface the auto-renew clause and notice window
4
Flo
Workflows
Open the renewal as a request
5
Flo
Slack
Brief the owner with the full context
6
Team
Slack
✓ Owner decides to renegotiate before notice
7
Flo
Contract repository
Track the renewal task to the date
Intake and Approvals flow
GUARDRAILS
Flo opens renewals early. It never renews a contract on its own.
Flo surfaces the clause and the window for a human to act.
Flo does not give legal advice on contract terms.
The renewal decision always rests with procurement.
Intake and Approvals flow
Testimonials
“Finance queries Flo AI and surfaces exactly what they need for reforecast: 
which renewals are approaching, what savings are in play, when contracts are closing. Live insights, on demand
no back-and-forth, no delays”
Toral Patel, 

VP Accounting
“With Spendflo, we finally have unified visibility. We can look in one portal and see all our spend, upcoming renewals, and how we’re actually using the licenses we’re paying for.“
Josh Rappoport, 

VP Finance
“Spendflo AI triages intake and guides them through the right workflows. Centralize contracts, approvals, vendor data, and docs in one place. AI tracks usage, sentiment, and timelines automatically.”
Scott Stibich, 

Senior Accountant.