RenewalBrief AI

Overview

RenewalBrief AI is a public-safe demonstration of a governed renewal-preparation workflow for account teams.

The application accepts an approved synthetic Salesforce Opportunity ID, gathers account and customer-health context, applies transparent renewal-risk rules, generates a structured renewal brief, records audit evidence, and reports Salesforce writeback status.

The project connects a Next.js application with Salesforce, Boomi, n8n, OpenAI, and Supabase. It demonstrates how AI can support a practical revenue-operations workflow while keeping risk classification deterministic, evidence visible, credentials protected, and human review central to the process.

Core Problem

Renewal preparation often requires account teams to assemble information from several disconnected systems before they can decide what deserves attention.

Opportunity details may live in Salesforce, product-health signals may come from another service, billing or support context may be tracked elsewhere, and the final account narrative may depend on someone manually reconciling all of it. That creates slow preparation, inconsistent risk judgments, and limited evidence showing how a recommendation was produced.

RenewalBrief AI turns that fragmented process into one governed workflow. It gathers approved context, applies the same risk rules every time, generates a reviewer-ready brief, and preserves the source payloads, output, events, and writeback result behind each run.

Main Value

RenewalBrief AI gives an account team a faster and more reviewable way to prepare for a renewal conversation.

The workflow is designed around several practical outcomes:

• Structured preparation: Approved Salesforce and customer-health context is assembled into one renewal brief.
• Transparent risk: Low, medium, and high risk levels come from deterministic rules rather than an opaque model decision.
• Actionable output: The result includes an executive summary, renewal brief, recommended action, missing data, and talking points.
• Audit evidence: Run history, run detail, source payloads, AI output, ordered workflow events, and writeback status remain available for review.
• Safer demonstration: Public examples use synthetic records, and credentials remain in approved backend secret stores.

User Experience

The homepage presents three approved synthetic demo Opportunities representing low-, medium-, and high-risk renewal paths.

A user can copy or enter one of those Opportunity IDs and generate a renewal brief. The result explains the displayed risk level, recommends a next action, summarizes the account context, identifies missing information, provides talking points, and reports whether the approved Salesforce writeback completed.

The application also includes:

• Run history for reviewing previous workflow executions
• Run detail pages with source context and an ordered event timeline
• Clear success and controlled-failure states
• An About page explaining the workflow, system boundaries, and public-safe build artifacts
• Responsive navigation across the intake, history, and project explanation views

Tech Stack

• Frontend / App Framework: Next.js, React, TypeScript
• Workflow Orchestration: n8n
• CRM Context and Writeback: Salesforce
• Customer-Health Enrichment: Boomi
• Structured Narrative Generation: OpenAI
• Persistence and Audit History: Supabase
• Hosting: Vercel
• Repository / Version Control: GitHub

Next.js renders the intake form, generated result, run history, run detail, and project explanation pages. n8n coordinates Salesforce retrieval, Boomi enrichment, deterministic risk evaluation, OpenAI generation, Supabase persistence, audit events, and Salesforce writeback.

Supabase stores workflow runs, source payloads, generated output, and ordered events. The public application uses synthetic data, while backend credentials stay in server-side environment and credential stores.

Proof-of-Work Signal

RenewalBrief AI demonstrates how to design and deliver an AI-assisted business workflow as an observable system rather than a single prompt.

The project shows:

• Revenue-operations workflow design across CRM, enrichment, orchestration, AI, and persistence layers
• Deterministic decision logic separated from AI-generated narrative content
• Structured output generation for executive summaries, recommended actions, missing data, and talking points
• Audit-friendly persistence through source payloads, outputs, run history, and event timelines
• Controlled Salesforce writeback with visible status reporting
• Synthetic demo-data design for low-, medium-, and high-risk paths
• Public-sharing discipline that excludes customer records, secrets, private environment values, and credential material
• Human-gated, agent-assisted delivery with scoped implementation, verification, and review

The strongest proof signal is the end-to-end traceability. A reviewer can see the input context, the deterministic risk outcome, the generated narrative, the workflow events, and the writeback result instead of receiving an unexplained AI answer.

Current Status Details

RenewalBrief AI is live as a public-safe demonstration.

Implemented:

• Salesforce Opportunity intake
• Approved synthetic demo records
• Low-, medium-, and high-risk demo paths
• Salesforce and Boomi context gathering
• Deterministic renewal-risk rules
• Structured OpenAI renewal-brief generation
• Supabase run and audit persistence
• Salesforce writeback status
• Homepage result experience
• Run history and run detail pages
• Ordered workflow event timeline
• Responsive navigation and About page
• Public-safe implementation artifact gallery
• Vercel production deployment
• GitHub project documentation

The application and public artifacts were prepared to avoid exposing real customer data, secret-shaped values, tokens, private environment settings, credential panes, or signed asset URLs. A final public walkthrough video remains a planned addition to the broader demo package.