Read only
Building a report changes nothing in your systems.
HomeUse casesCustomer renewal preparation
Customer renewal preparation
Ninety days before a customer renewal: usage, open issues and a renewal note drafted for the account owner.
Coming soon: this use case is in build. The steps below describe what it will do; book a demo to see the parts that run today.
EXAMPLE REQUEST
What you ask.
What comes back.
An illustrative request. Your agent works on your own systems and records.
Good for: Sales & customer service, Support & shared inboxes
Industries: Any industry
Customer renewal preparationHubSpot + Help Scout
Sample dataWhich customer renewals are due next quarter?
You get a renewal pack per customer.
Illustrative example with sample data. Nothing here was sent or posted.
WHAT LUMINORIX DOES
Step by step.
- Collects the dataReads contract dates, account history and open tickets on the schedule you set, read only.
- Builds the reportPrepares a renewal pack per customer.
- Delivers it to youPosts it where you work. Sharing it with anyone else is your call.
SYSTEMS IT CONNECTS
Works with what you use.
- HubSpot
- Help Scout
Connector availability, data scope and permitted actions are confirmed for your systems before deployment.
WHERE YOU STAY IN CONTROL
Clear boundaries.
Traceable figures
Every number traces to its source.
You choose who sees it
Delivery goes to you; sharing is your decision.
RELATED USE CASES
Often paired with.
START WITH ONE RECURRING JOB
Which work should an agent
take off your plate first?
Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.