Work to delegate
Harmony for Finance

Prepare the decision before the deadline.

A notice deadline is approaching. Usage, contract terms and ownership are scattered, so the renewal can roll forward before anyone has assembled a decision.

Discuss this workflow
One ongoing responsibility

Prepare renewal decisions while the options are still open.

Harmony is a private AI operating model. Assign this work with approved context and authority, and an agent can pursue the next useful step between conversations.

A named procurement owner
Sources that show the real state of the work
Permitted actions, checkpoints and a finish
How proactive work operates
The assignmentOwned by your procurement owner

Prepare renewal decisions while the options are still open.

Approved contextContract notice datesService usageService owners
What starts the work

The agreed review window opens for a contract whose renewal decision has not been recorded.

What Harmony carries forward
  1. 01

    Read the authoritative notice period and identify the current service owner.

  2. 02

    Collect permitted usage and service requirements, showing missing evidence rather than assuming low usage means no need.

  3. 03

    Prepare the available options, open dependencies and the date by which a decision is needed.

Then it returns to the same work.

Track unanswered questions and the authorized next step until the supplier’s confirmation is recorded. Changed terms or ownership reopen the relevant part of the review.

The decision you keep

The authorized owner decides whether to renew, change or cancel. The agent cannot commit spending, accept terms or discontinue a service.

What your team gets back

Make the decision with its context ready, while there is still time to act.

How you know the job is done

The decision and required confirmation are recorded before the applicable deadline, or the unresolved state is escalated to its owner.

Discuss this workflow
Make it fit your company

The same signal can mean
something different in your business.

Your priorities, contract terms, customer preferences and available capacity shape the right response. Start with representative examples, including the exceptions your team encounters.

Source access, action authority and model-processing permissions are configured separately. Financial or restricted context can narrow where a task is allowed to run.

One workflow is enough to start

What would you stop chasing?

Bring one recurring process. We’ll map what an agent can carry forward, the decisions your team keeps and how to evaluate the result.

Start with an outline. No company records required.