Flow 059 · Contract and document intake

Every contract read, checked and logged the day it arrives.

Supplier agreements, customer contracts, applications and forms get read by AI the moment they land. Key terms go into one register, renewal dates get reminders, and anything that differs from your standard terms goes to legal.

Try it below. Sample company: Larkspur & Co. (fictional).

Larkspur & Co.Live run · sample data
Demo
Pick a scenario, then step in when a person is needed

What lands with your team

Auto-renewals you forgot about are some of the most expensive emails nobody read. This flow turns every incoming document into a clean record and puts the dates on a calendar, so renewals and risky clauses stop being surprises.

0steps run automatically
0decisions made by a person
0steps logged for audit

Sample company and sample numbers, for illustration.

How it works

Starts when
A contract or form is uploaded, emailed or signed.
Runs automatically
Pulling parties, dates, values, renewal terms and key clauses; comparing clauses against your standard template; keeping one searchable contract register; renewal and notice-period reminders, well ahead of the deadline.
Where AI helps
Pulling key terms out of contracts and comparing each clause with your standard wording.
Where you’re in charge
Legal reviews any clause that differs from your standard terms.

What stays with a person

  • Any clause that differs from your standard
  • Contracts above a value you set
  • The final decision to sign, renew or cancel

What’s included

  • Pulling parties, dates, values, renewal terms and key clauses
  • Comparing clauses against your standard template
  • Keeping one searchable contract register
  • Renewal and notice-period reminders, well ahead of the deadline
  • Runs on: Power Automate, AI Builder, SharePoint, Dataverse, Teams, DocuSign or Adobe Sign
Build size L · larger

Questions teams ask

Is the AI making legal judgments?
No. It flags differences from your own standard terms and shows the exact wording. Your legal team decides what is acceptable.
Can it go through our existing backlog of contracts?
Yes. We usually run the backlog through once during the build so your register starts complete.
Will we need new Microsoft licenses?
Often not. Many of these flows run on what you already have in Microsoft 365. Some steps need premium connectors or AI credits, so we check your current licenses on the first call and tell you exactly what, if anything, you would add before you commit.

Want this for your team?

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