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File signed contracts in SharePoint with their key dates

A signed contract arrives as a PDF: it is stored in your SharePoint legal library, then the AI extracts the parties, subject, effective date, end date and notice period and adds a line to your contracts list (columns: Title, Parties, Effective date, End date, Notice). The AI reads, it never interprets clauses: legal review stays with your lawyer.

By
Loop & Roll team · Official
Copied
0 times
Steps
5
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

File signed contracts in SharePoint with their key dates Hover a node to see its role · Drag to move the graph
Signed contract received — Email receivedSigned contract recei…Email receivedFile in the legal library — SharePointFile in the legal librarySharePointRead the contract — Read attachmentsRead the contractRead attachmentsExtract the key terms — ExtractExtract the key termsExtractModelAdd to the contracts list — SharePointAdd to the contracts…SharePointOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
File signed contracts in SharePoint with their key dates

How it works

  1. 1

    Signed contract received

    trigger.email

  2. 2

    File in the legal library

    sharepoint.api

  3. 3

    Read the contract

    attachment.extract_text

  4. 4

    Extract the key terms

    ai.extract

  5. 5

    Add to the contracts list

    sharepoint.api

What you will fill in after import

Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.

Connections to choose
File in the legal library · credential (msgraph_oauth) Add to the contracts list · credential (msgraph_oauth) OpenAI · connection (llm_provider)
Folders, calendars and other resources to choose
File in the legal library · site File in the legal library · library File in the legal library · folder Add to the contracts list · site Add to the contracts list · list

See also

More in Data extraction

All templates