Examples: Automating Evisort Entity Research & Insights with Tonkean

Modern enterprise legal and procurement teams rely on contract lifecycle management (CLM) platforms like Evisort to store, manage, and analyze thousands of documents. However, manually searching for relevant documents, extracting insights, and sharing research across teams can be slow, inconsistent, and prone to human error. The Search Evisort Agent template from Tonkean solves these challenges by orchestrating automated research and insight generation across all Evisort entities, including documents, contracts, and metadata.

Challenge: Manual Document Search & Insight Generation

Legal operations professionals often need to answer questions such as "Which contracts are up for renewal next quarter?" or "What are the key obligations in our vendor agreements?" Traditionally, this requires logging into Evisort, running multiple searches, downloading documents, and manually compiling findings. This process is not only time-consuming but also risks missing critical data points.

How Tonkean's Search Evisort Agent Template Helps

With Tonkean, you can automate your existing tech stack and orchestrate Evisort research workflows end-to-end, without writing code. The Search Evisort Agent template enables you to:

• Automatically search Evisort for relevant entities (e.g., documents, contracts, clauses) based on custom criteria.
• Extract insights and key data points using AI-powered analysis.
• Push results into downstream tools like Slack, email, or Google Sheets for easy sharing and reporting.
• Trigger follow-up actions, such as notifying stakeholders or updating status dashboards, all from a single automated workflow.

Example Use Cases

• Contract Renewal Research: Instantly surface all contracts expiring within a certain timeframe, extract renewal terms, and send a summarized report to procurement and legal teams via Slack or email.
• Obligation Tracking: Search Evisort for all documents containing specific obligations (e.g., data privacy clauses), extract the relevant text, and populate a compliance tracking sheet in Google Sheets.
• Vendor Performance Insights: Aggregate and analyze all vendor agreements to identify key performance indicators, then automatically generate insights for quarterly business reviews.
• Audit & Compliance Reporting: Automate the process of gathering all required documents and metadata for internal or external audits, reducing manual effort and ensuring completeness.

Integration with Other Enterprise Tools

Tonkean's composable architecture means you can connect Evisort with dozens of other enterprise systems—such as Salesforce, Jira, DocuSign, and more—enabling seamless cross-functional workflows. For example, automatically create Jira tickets for contracts flagged as high risk, or send e-signature requests for documents surfaced by the agent.

Empowering Legal & Procurement Operations

The Search Evisort Agent template is designed for legal operations and procurement teams who need to move fast, reduce manual work, and ensure accuracy. With Tonkean's no-code process builder, operations professionals can customize and deploy Evisort research automations in minutes—without waiting for IT or writing custom code.

Learn more about how Tonkean powers intelligent request classification, AI-driven insights, and process optimization for enterprise operations teams.

Ready to Orchestrate Evisort Research?

Get started with the Search Evisort Agent template today and see how Tonkean can help your organization automate research, surface insights, and drive smarter decisions. Get started or explore more automation templates for legal and procurement operations.