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.
“Find HubSpot renewals in the next 60 days and draft a personal check-in for each based on recent activity.”
- 01Learn 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) - 02Find renewals in the next 60 days
- 03Read recent activity for each account
- 04Draft a personal check-in for each
- 05Ask before any email goes out
You getEvery renewal, on time. Thoughtful check-ins drafted weeks ahead. Put it on a schedule and none slip.
A run, drawn from this page · early access on Mac
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.
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.
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.
- Early access
“Triage new Zendesk tickets: set priority and area, route urgent ones to on-call, and tag billing.”
Triage the Support Queue in One Go
See it run - Early access
“Draft a reply to this Zendesk ticket using the customer's HubSpot account and their past tickets.”
Support Reply With the Customer's Full Story
See it run - Early access
“Find all Zendesk tickets about today's login outage, merge duplicates, and draft one reply for everyone.”
Merge Duplicate Tickets and Reply Once
See it run
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.
