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Contract Automation

Generate client contracts automatically with dynamic terms, dates, and client information. Perfect for service agreements, NDAs, or any contract that follows a standard template.

Scenario​

You provide services to clients and need to generate contracts for each engagement. Each contract should include client-specific information, terms, and dates while maintaining legal consistency.

Data Structure Needed​

Your data source should have fields like:

  • Client Name: Full legal name
  • Client Address: Business or personal address
  • Client Email: Email address
  • Contract Number: Unique contract identifier
  • Start Date: Contract start date
  • End Date: Contract end date (if applicable)
  • Service Description: Description of services
  • Terms: Contract terms and conditions
  • Amount: Contract value
  • Payment Terms: Payment schedule
  • Signatory Name: Name of person signing

Template Setup​

Contract Header​

SERVICE AGREEMENT

Contract Number: {{contractNumber}}
Date: {{contractDate}}

Parties​

PARTIES

This agreement is between:

[Your Company Name]
[Your Address]

and

{{clientName}}
{{clientAddress}}

Terms and Conditions​

TERMS AND CONDITIONS

{{terms}}

Service Description: {{serviceDescription}}

Contract Period: {{startDate}} to {{endDate}}

Amount: {{amount}}
Payment Terms: {{paymentTerms}}

Signature Section​

SIGNATURES

[Your Company]
_________________________
Signature

{{clientName}}
_________________________
Signature

Configuration Walkthrough​

Step 1: Connect Data Source​

Connect to your client management system:

  • Airtable: If clients are in Airtable
  • Google Sheets: If using spreadsheets
  • API: If data comes from a CRM

Step 2: Create Template​

Create a Google Doc template with:

  • Professional contract layout
  • Legal language and terms
  • Placeholders for client information
  • Signature sections
  • Company branding

Step 3: Map Placeholders​

Map each placeholder:

  • {{contractNumber}} → Contract Number field
  • {{clientName}} → Client Name field
  • {{clientAddress}} → Client Address field
  • {{terms}} → Terms field (with markdown if needed)
  • {{amount}} → Amount field

Step 4: Configure Results​

Set up where to save contracts:

  • PDF folder: "Generated Contracts/PDFs"
  • PDF filename: {{contractNumber}}_Contract_{{clientName}}
  • Google Doc folder: "Generated Contracts/Docs"

Step 5: Set Up Email​

Configure email notifications:

  • Recipients: {{clientEmail}}
  • Subject: Service Agreement - {{contractNumber}}
  • Body: Contract summary and next steps
  • Attach PDF: Yes

Step 6: Set Up Triggers​

Choose how to trigger:

  • Manual: Generate when contracts are needed
  • Webhook: Trigger from your CRM when opportunity closes
  • API: Call from your application

Tips and Variations​

Different Contract Types​

Create different templates for:

  • Service agreements: Standard service contracts
  • NDAs: Non-disclosure agreements
  • MSAs: Master service agreements
  • SOWs: Statements of work

Conditional Terms​

Add conditions for:

  • Payment terms: Show different terms based on client type
  • Service levels: Include different SLAs for different tiers
  • Special clauses: Add clauses only when applicable
  • Renewal terms: Show renewal information if applicable
  • Review templates: Have legal review your templates
  • Consistent language: Use approved legal language
  • Version control: Track template versions
  • Compliance: Ensure contracts meet legal requirements

Signature Workflow​

For digital signatures:

  • Generate contract PDF
  • Send for signature via email
  • Track signature status
  • Store signed contracts

Advanced Features​

Multi-Party Contracts​

For contracts with multiple parties:

  • Include multiple party sections
  • Map to different data fields
  • Handle multiple signatures

Amendment Tracking​

Track contract amendments:

  • Include amendment history
  • Reference original contract
  • Track changes over time

Automated Renewals​

For recurring contracts:

  • Generate renewal contracts automatically
  • Update dates and terms
  • Send renewal notifications

Best Practices​

  • Legal review: Have contracts reviewed by legal
  • Unique numbers: Ensure each contract has a unique number
  • Complete information: Include all necessary details
  • Professional format: Maintain consistent formatting
  • Secure storage: Store contracts securely
  • Version control: Track contract versions

Important Notes​

⚠️ Legal Disclaimer: Contract generation should be reviewed by legal professionals. Ensure all contracts meet legal requirements and are properly executed.

Next Steps​

Ready to set up contract automation? Follow the Quick Start Guide to get started, or explore other Use Case Examples.