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Contractbook, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Contractbook account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Documents
  • Connects with a key
  • 9 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Contractbook is

Contractbook is a contract lifecycle management platform for creating, organizing, sharing, sending, and signing contracts.

You paste in a key from your own Contractbook account. It is kept encrypted, and you can withdraw it from inside Contractbook whenever you like.

How a run works

One message in, the work done in Contractbook.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Contractbook. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Contractbook account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

9 tools it already has

What it can do in Contractbook

These are the ready-made tools your AI employee already has in Contractbook. It is not limited to them, but it never has to be taught these.

  • Create Document From TemplateCreate a draft document from a Contractbook template, optionally overriding its document fields; this does not send the draft for signature.
  • Get DocumentGet the full current Contractbook document, including the version required for a safe update.
  • Get Document PDF LinkGet a short-lived PDF download URL for a document, or a not-ready message when Contractbook is still generating it.
  • Get TemplateGet a template's full fields, parties, attachments, and signing configuration before creating a draft from it.
  • List AutomationsList Contractbook automations for one trigger type; this only discovers automations and does not run them.
  • List DocumentsSearch and filter documents visible to the connected Contractbook account, returning one page and a cursor for continuation.
  • List TemplatesList all Contractbook templates visible to the connected account for choosing a template ID.
  • Permanently Delete DocumentPermanently destroy a Contractbook document with no restore option. Signed documents cannot be deleted through this API; Contractbook rejects signed or otherwise undeletable docume
  • Update DocumentUpdate selected fields of a draft or stored contract using its current version; supplied collection fields replace their complete existing collections.
Access, and who is in charge of it

You stay the boss of your Contractbook account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Contractbook account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Contractbook is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Contractbook and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Contractbook

Can an AI employee really work inside Contractbook?
Yes. It signs in to your own Contractbook account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Contractbook?
No. Nothing moves and nothing is replaced. Your records stay in Contractbook, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Contractbook account?
You paste in a key from your own Contractbook account. It is kept encrypted, and you can withdraw it from inside Contractbook whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Contractbook?
It has 9 ready-made tools in Contractbook today, among them Create Document From Template, Get Document and Get Document PDF Link. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Contractbook and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Contractbook and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Contractbook?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Contractbook is written down with what it did and when.