Small businesses simply can’t afford to lose track of legal agreements
When I worked in finance at Twitter, I experienced firsthand the value of a well-maintained contract repository. We had an IBM shared services team in India that meticulously reviewed every legal agreement and updated a spreadsheet with key terms, dates, and non-standard clauses. This level of organisation saved time and minimised risks.
Smaller organisations often lack the resources for such a system - a smaller business I’ve worked with faced this issue. Without any system to track legal agreements, we missed a crucial dateline to cancel an auto-renewing SaaS subscription. This cost us thousands for a service that we no longer used.
No more missed renewals with our automation
We’ve built and implemented a simple, cost-effective automation using Zapier, Google Drive, and Notion. This workflow enables small businesses to build a structured contract repository with minimal effort.
This automation eliminates tedious manual work and ensures your contracts are always organised and accessible. By centralising agreements in Notion, you can track key dates and risks proactively - without hiring additional staff or relying on spreadsheets. You can also build further automations on top of this, for example to notify your team by email or Slack when a key renewal date is coming up.
Save your business thousands with one neat trick!
How It Works
- Upload your contract: Save a new agreement to the
New Signed Agreementsfolder in Google Drive. (This could also work with Dropbox, OneDrive, or any other cloud storage service that integrates with Zapier).
- Extract the text of your contract: Zapier extracts the raw text from your signed agreement (this can be updated to work with scanned documents or images as well).
- Automated processing: AI by Zapier generates a detailed summary and extracts key details like contract start/end dates, key risks, and type. (Free usage of GPT 4o-mini and GPT 4.1-nano is included with a Zapier plan - no additional OpenAI subscription needed!)
- Save to Notion: Zapier writes the structured data into a Notion database for easy access. (This could also go into a Google Sheet, Excel spreadsheet, Airtable base, Zapier Table, etc.)
Ready to Streamline Your Contracts?
work.flowers specialises in building smart, scalable solutions for small businesses. Contact us today to explore how we can help you automate and organise your operations!
This entire automation qualifies as a 2-point ask under our pricing model; perfect for small teams looking to get set up quickly and cost-effectively.Related Posts
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