The reality of contract management today
Once a contract is signed, it often disappears into a folder. The terms that seemed so important during negotiation become invisible:
Renewal dates are missed, leading to auto-renewals at bad terms
Obligations are forgotten until a breach or dispute arises
Special clauses (exclusivity, volume commitments) aren't tracked
No one knows the full picture of contractual exposure
How this flow looks in Triform
In this setup, your contract storage stays the single source of truth. Whenever a contract is signed, Triform extracts key terms and dates, writes them to a central register, sets up milestone reminders, and keeps your team ahead of renewals and obligations.
Integrations used in this flow
DocuSign
Send contracts for signature automatically, track signing progress, and sync signed docs to your systems.
Notion
Extract tasks from meeting notes, sync project status across tools, and generate reports as Notion pages.
Google Calendar
Automatically schedule meetings across time zones, block focus time intelligently, and prep for upcoming calls.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Contracts that manage themselves
Contract processing and tracking happens automatically. Your team focuses on decisions, not document hunting. This means:
- Complete visibility into all contractual obligations
- Proactive reminders prevent costly oversights
- Audit-ready contract register always up to date
From PDF chaos to active contract management
Connect your contract storage and e-signature tools
Configure extraction fields for your contract types
Set up your register and reminder preferences
Backfill existing contracts (optional)