Contract obligation tracking
Renewals, deliverables and notices tracked per contract
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the signed contracts and extracts the obligations
Extracts the obligations from each signed contract: the renewals, the deliverables, the notice periods and the reporting duties
Assigns the owners and computes the dates
Flags the obligations due within ninety days and the ones with no owner
Drafts the reminders and the report
Drafts the reminders and the quarterly obligations report
Works in
Salesforce, Box, ServiceNow
Salesforce, Box, ServiceNowWhat it does
- Extracts the obligations from each signed contract: the renewals, the deliverables, the notice periods and the reporting duties
- Flags the obligations due within ninety days and the ones with no owner
- Drafts the reminders and the quarterly obligations report
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.