Enterprise operations teams in legal, procurement, and IT often face significant hurdles when it comes to researching and extracting actionable insights from CobbleStone Contract Management. Manual research across CobbleStone entities—such as contracts and customers—can be slow, fragmented, and prone to human error. The Search CobbleStone Agent template from Tonkean is designed to solve these challenges by automating the process of searching, consolidating, and delivering insights from all available CobbleStone entities.
Consider a legal operations team that needs to quickly gather all contracts related to a specific customer for an upcoming audit. Traditionally, this would involve logging into CobbleStone, manually searching through multiple modules, and collating data into spreadsheets. With Tonkean’s automation platform, the Search CobbleStone Agent can automatically query CobbleStone’s contract and customer entities, aggregate relevant information, and present it in a unified dashboard or send it directly to stakeholders via email or Slack.
Procurement teams often need to verify contract status or customer details before onboarding a new vendor or renewing an agreement. The Search CobbleStone Agent can be configured to trigger searches based on requests from intake forms, Slack, or Microsoft Teams. This ensures all parties have real-time access to the most current contract and customer data, reducing bottlenecks and improving decision-making speed.
Tonkean’s data source integrations allow the Search CobbleStone Agent to seamlessly connect CobbleStone with other critical enterprise systems, such as Salesforce, DocuSign, or your ERP. For example, when a new contract is signed in CobbleStone, Tonkean can automatically update the relevant customer record in Salesforce, notify the legal team via email, and store a copy in your document management system. This level of orchestration eliminates manual data entry and ensures consistency across platforms.
A global enterprise legal team uses the Search CobbleStone Agent to automate periodic contract reviews. The agent is scheduled to run monthly, searching CobbleStone for contracts expiring in the next 90 days and compiling a report that includes customer names, contract values, and renewal terms. This report is automatically distributed to legal, procurement, and finance stakeholders, ensuring proactive management of renewals and reducing the risk of missed deadlines. Learn more about automated contract review with Tonkean.
For compliance teams, the Search CobbleStone Agent can be leveraged to quickly respond to audit requests. By automating the retrieval of all contracts and associated customer data for a specific business unit or region, Tonkean helps ensure that your organization is always audit-ready, with accurate and up-to-date documentation available at a moment’s notice. Discover more about Tonkean LegalWorks and its compliance capabilities.
Tonkean’s Search CobbleStone Agent template is a game-changer for enterprise operations professionals seeking to maximize the value of their CobbleStone investment. By automating research and insight delivery across contracts and customers, Tonkean empowers legal, procurement, and IT teams to work smarter, faster, and more collaboratively.
Ready to see how Tonkean can transform your CobbleStone workflows? Get started today or explore more solutions for enterprise operations.
