1.Detect new contract submission emails
Integrate Microsoft Outlook and email inbox rules to detect new submissions in a folder and trigger contract intake without manual copying.
Send contract review emails and generate summary documents
Automatically monitor new email submissions in Microsoft Outlook across Microsoft Outlook and AI by Zapier. Create and send contract review outputs when contract emails arrive or attachments are found or risk scoring returnsβso you can extract fields, generate review PDFs, and notify submitters without manual review.
How this automation generates contract review outcomes
When contract submissions arrive in inboxes, delays can stall reviews and create rework. This automation extracts contract details, prepares the attachment, and creates and sends templated review documentsβso your team can act on risk faster.
Microsoft Outlookor swap with your favorite app
2.Extracts and classifies contract details
Integrate AI by Zapier and document parsing tools to parse email and attachment references to extract vendor name and contract fields.
AI by Zapieror swap with your favorite app
3.Fetches and prepares the approved file
Integrate Sub-Zap by Zapier and file conversion tools to download or convert the approved attachment into a shareable processed file link.
Sub-Zap by Zapieror swap with your favorite app
4.Scores risk for the processed file
Integrate Webhooks by Zapier and model scoring endpoints to post the file link and return a risk score with comments.
Webhooks by Zapieror swap with your favorite app
5.Creates the review document
Integrate Google Docs and document templating tools to generate a review document from extracted fields and risk output.
Google Docsor swap with your favorite app
6.Sends review results to stakeholders
Integrate Microsoft Outlook and email routing rules to send the submitter and internal reviewers the summary and attached PDF.
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Explore all contract lifecycle management automations
Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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