Examples: Automating Contract Research & Insights with Tonkean's SpotDraft Agent

Enterprises today manage a vast array of contracts, templates, and organizational entities within their contract lifecycle management (CLM) platforms. For legal, procurement, and IT operations professionals, quickly accessing actionable insights from these systems is critical—but often challenging. The Search SpotDraft Agent template leverages Tonkean's no-code automation platform to orchestrate research and reporting across all SpotDraft entities, transforming how teams work with contract data.

Real-World Use Cases

• Legal Operations: A legal ops manager needs to audit all active NDAs and MSAs across multiple business units. Instead of manually searching through SpotDraft, the agent automatically compiles a report of all relevant contracts, their types, and associated organizational entities. This saves hours of manual effort and ensures accuracy.
• Procurement Teams: During vendor onboarding, procurement needs to verify if a supplier already has a contract template in SpotDraft. The agent instantly searches all templates and contract types, providing a summary and reducing onboarding cycle times.
• Compliance & Risk Management: Compliance teams must ensure all contracts are up-to-date and assigned to the correct organizational entities. The agent can surface contracts missing key metadata or highlight contracts expiring soon, enabling proactive risk mitigation.
• IT & Security: IT teams can track user activity within SpotDraft, identifying who accessed or modified sensitive contract templates. This supports compliance with internal controls and external regulations.

How Tonkean Orchestrates the Solution

Tonkean's data source integrations connect seamlessly with SpotDraft, enabling the Search SpotDraft Agent to:

• Search and retrieve data on contracts, templates, users, and organizational entities in real time.
• Aggregate insights across multiple contract types and entities, providing a holistic view for decision-makers.
• Automate research tasks, such as compiling lists of contracts by type, status, or owner, and delivering them via email, Slack, or custom dashboards.
• Trigger workflows based on contract lifecycle events, such as renewals or expirations, using intelligent request classification and process optimization features.
• Integrate with other enterprise tools—like Slack, email, and Jira—to route insights and automate follow-up actions.

Benefits for Enterprise Operations

• Time Savings: Automate repetitive research tasks and free up legal and procurement teams for higher-value work.
• Improved Accuracy: Reduce human error by centralizing and standardizing contract data retrieval and reporting.
• Enhanced Compliance: Proactively surface compliance gaps and ensure contracts are managed according to policy.
• Seamless Collaboration: Share insights across teams using Tonkean's collaborative intake and custom portals.
• Scalability: As your contract volume grows, Tonkean's composable architecture ensures your research and reporting processes scale effortlessly.

Why Tonkean for SpotDraft Automation?

Tonkean empowers operations professionals to build and adapt workflows without code, orchestrate data from SpotDraft and other systems, and deliver actionable insights where teams work. By automating contract research and reporting, you accelerate business processes, enhance compliance, and drive better outcomes for your organization.

Ready to see how Tonkean can transform your SpotDraft contract management? Get started today or explore more in our Legal Operations Solutions and Procurement Solutions pages.