Examples: Automating Ironclad Entity Research & Insights with Tonkean

For enterprise legal operations teams, managing and researching the myriad of entities within Ironclad can be a daunting, manual process. The Search Ironclad Agent template from Tonkean streamlines this challenge by automating research and insight generation across all Ironclad entities—including approval requests, records, users, workflow schemas, and webhook events. This orchestration not only saves significant time but also empowers legal, procurement, and IT teams with actionable data at their fingertips.

1. Centralized Search Across Ironclad Entities

Legal operations professionals often need to quickly locate and analyze information about approval requests, workflow participants, or schema changes. Traditionally, this requires logging into Ironclad, manually searching through multiple modules, and correlating data between legacy and V2 objects. With Tonkean’s automation platform, you can:

• Automatically search and retrieve details from Approval Request - Legacy and Approval Request - V2 entities.
• Gain instant insights into Records and Record Schemas for compliance and reporting.
• View and manage User roles and assignments across workflows.

This centralization eliminates the need for repetitive manual research and ensures that your team always has the most up-to-date information.

2. Automated Insights for Workflow Approvals and Status Changes

Tracking the status of workflow approvals is critical for legal compliance and operational efficiency. Tonkean’s template leverages Ironclad’s webhook events, such as workflow_approval_status_changed and workflow_roles_assigned, to:

• Automatically notify relevant stakeholders of status changes via Slack, MS Teams, or email.
• Log and audit all workflow approval activities for future reference.
• Trigger downstream processes, such as document generation or escalation, based on approval outcomes.

This orchestration ensures nothing falls through the cracks and that all workflow activities are fully traceable.

3. Correlating Data Across Legacy and V2 Objects

Ironclad’s evolution from legacy to V2 objects can create data silos and inconsistencies. Tonkean’s data source integrations bridge these gaps by:

• Mapping and correlating data between legacy and V2 approval requests, workflow reviewers, and participants.
• Providing unified dashboards and reports that span both object versions.
• Enabling advanced analytics to identify process bottlenecks or compliance risks.

This unified view supports better decision-making and process optimization.

4. Enhanced Visibility into User Roles and Workflow Participants

Understanding who is involved in each workflow—and in what capacity—is essential for risk management and compliance. Using Tonkean’s intelligent request classification and people coordination features, you can:

• Automatically surface user assignments and workflow participant roles.
• Identify gaps or overlaps in role assignments for process improvement.
• Route requests or approvals to the appropriate individuals based on real-time data.

This level of visibility helps legal and procurement teams maintain control and accountability across complex workflows.

5. Streamlined Handling of Webhook Events and Workflow Comments

Webhook events and workflow comments are vital for auditing and collaboration. Tonkean’s automatic handling & deflection and document management capabilities allow you to:

• Capture and archive all workflow comments and webhook-triggered events.
• Initiate follow-up actions or escalations based on comment content or event type.
• Ensure all communications are logged for compliance audits.

This automation reduces manual oversight and ensures your organization is always audit-ready.

Why Choose Tonkean for Ironclad Orchestration?

Tonkean’s no-code approach empowers operations professionals to automate their existing tech stack—including Ironclad—without the need for custom code or IT intervention. By leveraging Tonkean’s composable architecture, you can quickly adapt to changing business needs and integrate with other legal and procurement tools such as DocuSign, Salesforce, and more.

Ready to see how Tonkean can transform your Ironclad research and workflow orchestration? Get started today or explore more about LegalWorks and ProcurementWorks for end-to-end enterprise automation.