Contract automation with Contractbook - an inspiration catalogue

Contractbook offer a great variation of contract automation opportunities. So to give you a more tangible idea of what you can do, we have listed some of the most used and loved contract automation currently applied to our platform.

Read on

We are living in the midst of an automation age. Automation has already been changing most people’s daily work activities for many years, and that is certain to continue for some time. Mckinsey estimates that about half of all the activities people are paid to do can already be automated with current technologies. And as all the emerging technologies develop that number is only destined to increase.

It is not hard to understand why, because the benefits are plenty. First of all, automation technologies reduce the cost significantly compared to the use of human labour. Secondly, they increase the consistency and often also the quality of the output. And thirdly, automation generates a huge productivity boost. While the steam engine boosted the productivity by 0.3 % in the second half of the 19th Century - automation is expected to increase productivity by 1.4 % before 2065.

Automation as a concept originates from the Ford Factories in the 1940s and has had an evident impact on blue-collar workers and industrial labour. But it is becoming more and more apparent that also white-collar workers such as lawyers, accountants, secretaries, bankers, journalists and designers will have large chunks of their jobs automated. All the tedious, repetitive and non-complex manual routines can and will be automated in the coming years. Some jobs will be replaced, other professions will appear, and the future of work will look a lot different from what it does now.

As mentioned in one of our podcasts, the finish philosopher Esko Kirpi once said that the future of work is going to be interactions between interdependent people. So if parts of your work are repetitive and you can do it alone, then tech can most likely do it faster, cheaper and better. That makes you in charge of the collaborative and creative work where machines are inferior to humans.

Contract automation

All of this is highly relevant if you are working with contracts because there are many dull and repetitive processes in contractual work. Think of all the small tasks and data that must be moved around. Therefore, we are supporting our contract lifecycle management platform with numerous contract automation options. We believe in a future of data-driven contract automation.

That is why we have chosen to work with the data-rich JSON-format that is perfectly suited for creating automated setups. So if you are interested in reducing the costs of your contractual work, boost your productivity and mitigate legal risks. Then you better let us help you automate your contracts, so you can focus on being creative and collaborative.

We have automation tools to support the entire lifecycle of a contract: from questionnaire-based drafters to auto-signatures and self-executing tasks-management. You need neither fancy AI or shady blockchain technologies to make smart and dynamic contracts. With access to a no-coding platform like Zapier, you can easily leverage automation technologies in your contractual work on Contractbook - you do not even need coding skills or inhouse developer resources to do most of it.

The possibilities are endless as Zapier enables you to connect Contractbook with more than 1500 other tools and applications. By combining them, you can set up infinite customised ways of making your own self-executing contracts and build whole chains of automated triggers. You can make the Rocky soundtrack play whenever you sign a new deal, build your own webshops with WordPress, generate payslips based on contracts, double store your documents in multiple servers or even trigger social media posts of sad kitties whenever a contract is rejected. Your imagination is the main limitation.

Are you overwhelmed? No surprise. It can be hard to see the wood for the trees when there are so many opportunities available.

So to give you a more tangible idea of what you can do, we have listed some of the most used and loved contract automation currently applied to our platform. These are easy to set up and we can get you started already today.

Here is some inspiration for you.

Typeform

Typeform is a form builder that you can use to do surveys, create a questionnaire and collect information. By connecting Contractbook and Typeform through Zapier, you can automate the contract creation process, which is perfect if you have multiple standardised contracts you need to create and sign. In short, you use Typeform to gather information and based on that you can auto-generate contracts where the collected data is pre-inserted in the editable field of your contract template.

We have quite a few customers that use the Contractbook/Typeform integration in their sales departments. One example is LuggageHero which is kind of like the Airbnb for luggage. They have a distributed sales department where freelancers visit potential local storage locations for their platform.

With this integration, they can boost their rates since they can close their sales on the spot. They just hand over a phone, let the new customer fill in their information on Typeform and then an agreement is automatically generated to be signed via SMS by both parties - on the spot. That setup has helped LuggageHero grow and scale internationally since it gives them a central overview and ensures a consistent quality of their contracts. Read more in about it in their customer story here. Make sure also to check out Stambz use case which is very similar.

We also have examples of customers that use the Typeform-integration to create and collect consent agreements, non-disclosure agreements and power of attorneys, but it is useful in multiple cases where you have a high volume of contracts based on a single pre-defined template.

The last example we want to give you is our very own data processor agreement setup. When you create a profile with Contractbook, you have to fill in a questionnaire. That provides us with the information we need to auto-generate a data processor agreement that is based on our standardised template and already signed by us. In that way, we have automated the tedious manual task of collecting data processor agreements from all our new customers. It saves us a lot of time and ensures that we are compliant with the GDPR.

You can easily set up such a Typeform/Contractbook integration yourself by following the steps listed in this help article.

CRM-systems

One of the cases that underline how impactful contract automation can be is Dreivers. Dreivers is a P2P car trading platform for selling used cars. They are always looking for opportunities to optimise their workflow as they run a high-volume/low margin business. When they came to us, we helped them set up an entirely automated sales journey by integrating with their CRM-system through Zapier. From lead to a done deal, and through all stages of the journey, we have set up triggers and automated processes.

Their sales journey includes various documents: sales contracts, purchase agreements and power of attorneys - and since we have automated this entire flow; all these contracts are created, signed and organised by a chain of triggers. As you can read in this customer story, this advanced automated setup has led to a 30 % reduction in working hours spend on every single purchase. That has resulted in a 25 % cost reduction in the entire company.

Dreivers are using Pipedrive, but Zapier enables us to integrate with all the most common CRM-systems (including Hubspot and Salesforce). We are, in fact, using an integration with Hubspot to automate some of our own sales processes.

Let us get in touch and see what magical solution we can build together.

Emails

We are not only offering contract automation solutions for the creation and signature process. With our mass uploading Thunder-product and our brand new Gmail Importer, we can also automate the storing and organising part of the contract lifecycle.

Our Gmail Importer can extract contracts from your Gmail account and upload them to your Contractbook account so you can make sure that you have all your contracts gathered in a single organised overview. You can decide which domains you want to import from, sort the list of contracts and organise them as you want, but the entire scanning process is completely automated. You can even connect your Gmail account to your Contractbook account so that contracts received in your email are automatically uploaded to Contractbook.

As the juice manufacturer Frankly Juice mentions in this customer story, the Gmail Importer will fix a task that would normally take days to perform in just a few minutes.

Saving time on that tasks is an obvious advantage. But you also get a much more compliant setup, when your contracts are not scattered all over many different platforms. Having everything in one place gives you an invaluable overview so you never miss a deadline, make sure all obligations are met and can be proactive in re-negotiations.

Communication and project management

Some of the more simple contract automation setups we have made are for communication and project management tools. You can easily set up triggers in your workspace in Slack, so you are noticed every time a contract is signed, or changes to a deal are requested. That can also work as an extended reminder set up, so you get Slack notifications for all your contract reminders.

The case is the same for project management tools like Airtable, Asana or Trello. When great is example is the setup Mutebox has created. Whenever an order is collected in their Shopify-integrated online shop, a rent agreement and a Trello card is automatically generated, so they can access and approve their contracts before signing them. Connecting Contractbook and Trello is also a good idea if you want to integrate all your contract-related tasks to your daily workflow and ensure you meet all your obligations. Read the customer story about Mutebox here.

Salary systems

Just as we automated the entire sales journey, we can also automate most of the digital flow for employees. We have recently launched a very cool integration with the Danish payment system Salary. So that whenever you sign an employment contract in Contractbook, the new employee is automatically created in Salary’s payroll system with all the relevant data. It takes a few minutes to set up and works like a charm.

Read more about it in this help centre article.

Extra: Have you seen our own automated document drafter?

We have also built an automated document generator that works as a very advanced version of the Typeform integration. This is a well-designed and intuitive questionnaire-based drafter that works especially well for larger organisations that generates a high volume of contracts and need to maintain a strict level of consistency. You can generate a flawless contract in a few minutes, which makes your workflow more efficient, streamlined and compliant.

It works for all kinds of departments: sales, procurements, HR or legal counsel. You set up the questionnaire, and based on a few given answers; you generate a standardised contract to be signed. You can even make small tooltips, videos and articles to guide your employees through the process.

Read more about the solution at this landing page or reach out if you want to know more. You can also try this live demo version of the document drafter we have created. Or you can see this external document drafter setup we created for the Danish law firm Storm that uses it as a will generator.

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