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Early access

Line Up Renewal Check-Ins 60 Days Out

For renewals that sneak up. DuckyHelper pulls every account renewing in the next two months from HubSpot, reads their recent tickets and emails, and drafts a check-in that mentions what's actually going on with them. You send the ones you like.

YOU SAY
“Find HubSpot renewals in the next 60 days and draft a personal check-in for each based on recent activity.”
Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud.
DUCKYHELPER DOES
  1. 01
    Learn HubSpot's web API, first time onlyBuilt from HubSpot's own buttons, forms and requests. Kept on your device and reused next time.searchDeals(filter)getTimeline(company)
    HubSpot logo
  2. 02
    Find renewals in the next 60 days
    HubSpot logo
  3. 03
    Read recent activity for each account
    HubSpot logo
  4. 04
    Draft a personal check-in for each
    Gmail logo
  5. 05
    Ask before any email goes out
    Gmail logo

You getEvery renewal, on time. Thoughtful check-ins drafted weeks ahead. Put it on a schedule and none slip.

Line Up Renewal Check-Ins 60 Days Out

A run, drawn from this page · early access on Mac

WHERE IT ASKS FIRST

It's built to wait for your OK.

It does the work, then stops with the new message ready for you. You see exactly what it wrote, then Send, Edit or Deny.

If it hits a sign-in, you sign in yourself. It's built not to type your passwords or card numbers.

GmailNew messageNeeds your OK
A personal check-in for each.
MAKE IT ALWAYS ON

Do it once. Then let it repeat.

When it's done, it offers to keep doing it: on the 1st of every month. Each run goes through the API it learned the first time, so it's quick, and it's still built to ask before it sends or pays.

Always-on automations are in early access on Mac.

Make this automatic?Schedule
Line Up Renewal Check-Ins 60 Days Out
WhenOn the 1st of every month
DoesDuckyHelper finds every renewal in the next 60 days, reads recent activity, and drafts a personal check-in for each.
ThenAsks you before anything goes out
FAQ

Before you ask it.

What do I say?

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud, in your own words, like "Find HubSpot renewals in the next 60 days and draft a personal check-in for each based on recent activity."

Why is the second time faster?

The first time, it writes small JavaScript tools for HubSpot and Gmail and builds an API from each site's own buttons, forms and requests. After that it calls them directly, so the job runs in one go instead of click by click. It costs less and breaks less.

Will it send anything without me?

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money. It's built not to type your passwords or card numbers: you sign in yourself, and it picks up from there.

Why not just do it by hand?

Renewal dates live in the CRM, but the check-in only happens when someone remembers.

Can it keep doing this on its own?

Yes. When it's done it offers to make it automatic (on the 1st of every month). Each run goes the same way and is still built to ask before it sends or pays.

Can I use this today?

Doing jobs in your apps is in early access on Mac. Talking to DuckyHelper, and having it see your screen and draw on it, works today on Mac, Windows and Linux.

Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.