Examples of Orchestrating Icertis Contract Workflows with Tonkean

Tonkean’s no-code automation platform empowers enterprise legal, procurement, and business operations teams to orchestrate and automate contract lifecycle management processes by integrating seamlessly with Icertis. Below are real-world examples of how Tonkean can transform your contract workflows, reduce manual effort, and improve collaboration—while keeping Icertis at the center of your CLM strategy.

1. Automated Contract Intake and Triage

Manual contract intake is a leading bottleneck for legal and procurement teams. With Tonkean, you can create intelligent intake forms or leverage email intake to capture contract requests from business users via Slack, Microsoft Teams, or email. Tonkean automatically collects all necessary data, validates it, and uses the Icertis integration to create new agreements or search existing agreements—eliminating the need for manual data entry and reducing errors.

2. Streamlined Agreement Review and Approval Workflows

Coordinating contract reviews and approvals across multiple stakeholders often requires chasing emails and updating spreadsheets. Tonkean orchestrates these workflows by integrating Icertis with collaboration tools like Slack, Teams, and Outlook. For example, when a new agreement is created in Icertis, Tonkean can automatically:

• Notify relevant reviewers in Slack or Teams
• Trigger the appropriate agreement workflow actions in Icertis
• Track and escalate pending approvals using approval cycles
• Update stakeholders on status changes in real time

This ensures faster cycle times and a transparent, auditable approval process.

3. Automated Document Management and Version Control

Uploading and managing contract documents manually can lead to version control issues and delays. Tonkean automates document collection from email, Teams, or shared drives, and uses the Icertis integration to upload documents directly to the relevant agreement. Combined with document management and processing features, Tonkean ensures the latest agreement content is always available and versioned correctly in Icertis.

4. Intelligent Data Collection and Validation

Collecting and validating contract data from disparate sources is time-consuming and error-prone. Tonkean can orchestrate data gathering from internal systems (like Salesforce, Workday, or SAP), validate required fields, and use the Icertis API to create agreements from schema or add associations to agreements. This ensures data accuracy and compliance from the start.

5. Automated User and Group Management

Onboarding new users or user groups to agreements can be automated using Tonkean. For example, when a new team member is added in Okta or Active Directory, Tonkean can automatically add the user or user group to the relevant Icertis agreement, ensuring proper access and compliance without manual intervention.

6. Real-Time Contract Status Tracking and Reporting

Tonkean provides a unified dashboard to track contract status, workflow actions, and key metrics by pulling data from Icertis and other systems. With request status tracking and automated notifications, stakeholders always have visibility into agreement progress, bottlenecks, and compliance metrics.

7. Enhanced Collaboration Across Tools

Tonkean bridges the gap between Icertis and the tools your teams use every day. For example, legal and procurement teams can:

• Initiate contract requests from Slack, Teams, or email
• Receive automated reminders and updates on contract status
• Collaborate on contract reviews without leaving their preferred platform

This improves adoption, reduces friction, and ensures process consistency across the organization.

Learn More

Discover how Tonkean’s LegalWorks and ProcurementWorks solutions can help your organization orchestrate and automate contract lifecycle management with Icertis. Explore our intake orchestration resources or get started today to see Tonkean in action.