Templates

Contract Management Processor

Automates contract processing tasks for efficient contract lifecycle management.

Document Processing

What This Agent Does

Automates contract processing tasks for efficient contract lifecycle management.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: contract approval, contract review, amendment request, renewal, termination OR from: contracts@, legal@, clients@corporate.com

THEN DOES

1. Search knowledge base for contract templates or related amendments. 2. For contract review requests, forward to legal@corporate.com with client's name and deadline, then label with 'pending-review'. 3. For approval requests, forward to approvals@corporate.com, add CEO as cc, and label as 'urgent'. 4. For amendments, reply with confirmation of receipt and forward to amendments@corporate.com with original contract attached. 5. For renewals, forward to renewals@corporate.com and mark with 'renewal'. 6. For terminations, forward to legal@corporate.com for immediate attention and star for urgency.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.