Four ways the AI does the recurring work for you.
From a five-minute automation to a standing team of agents.
Workflow agents
No-code chains anyone can build
Seven triggers (manual, on upload, weekly, renewal window, agreement state change, intake request, email question) and ten step types (AI memo, AI ghostwrite, AI classify, if/then, email reply, email notify, Slack notify, create task). Build "summarize every new contract to Slack" in five minutes.
Specialist agents
Six playbook agents, plus your own
Benchmarking, Contract Flexibility, Legal Terms, License Specialist, Executive Brief, and Talking Points, plus up to six org-defined custom agents with their own prompts, depth, and document access.
Ask by email
Thirteen inbox agents
Email a question to a private address: proposal price check, risky-terms scan, should-we-buy adviser, executive-summary turnaround, and more. A white-paper answer replies to your inbox.
Background jobs
Thirty jobs that never sleep
Daily digests, weekly anomaly watch, hygiene scans, vendor ecosystem watch, and the Monday morning briefing. You arrive to what changed instead of hunting for it.
The AI underneath
Forty four pre-built templates on day one, tuned to your policies later.
Every step that reasons is grounded in your stored data and citation-tagged, and every automation is metered and logged. Switch on a weekly renewal radar the first afternoon, then hand your FinOps team a custom agent that thinks in your own thresholds.
Templates
Start from a working automation
Renewal prep memo, weekly renewal radar, overspend hunt, risky-terms screen on upload, audit-readiness memo, and more. Switch one on, then adjust the triggers and prompts.
Custom agents
A reviewer that thinks in your rules
Up to six org-defined agents with custom system prompts, depth settings, and scoped document access, so the analysis reflects your policies, not a generic template.
What next, everywhere
It always hands you the next move
No result dead-ends: every analysis ends with a What next desk of premade moves built from that page’s own numbers, with ISVCOSELL-drafted emails and the Send it on forwarder riding along.
Models Claude Opus 5, every job from flagship deliverables to interactive chat and bulk triage Voyage AI + pgvector, semantic search indexed nightly
How it's built
Governed automation, not a black box.
Anyone can build a workflow, and every run stays visible, grounded, and revocable.
1
Triggers wired to the real product
Automations fire on a contract upload, an intake request, an inbound email question, a weekly schedule, or a manual run, so they hook into the events that already happen.
2
Steps that reason and steps that act
AI steps write memos, ghostwrite emails, and classify documents; action steps reply, notify Slack or email, and create tasks. One pass can classify, decide, draft, and route hands-off.
3
Grounded and citation-tagged
Every reasoning step is grounded in your stored contracts, benchmarks, and renewals, so an automated memo is defensible, not a hallucinated summary.
4
Metered, logged, and scoped
Runs are metered and recorded, custom agents get scoped document access, and nothing an agent does happens outside your tenant’s isolation and audit trail.
5
Open at the edges
A REST API, signed webhooks, and an MCP server mean your own AI assistant can query your portfolio and trigger work, so the automation layer is not a silo.
Forty four templates to start from, then tuned to your own triggers and thresholds.
Ask by email: a grounded, white-paper answer lands back in your inbox.
Time back
Build the recurring analysis once. Reclaim the Tuesday forever.
The jobs that never got done because they were nobody’s favorite task now run themselves, on a schedule, grounded in your data, with the output routed to where the team already works.
5 min
to build a working automation, no ticket
Weekly
radars and digests that run themselves
Monday
a briefing waiting instead of a hunt
Why nothing else does this
Grounded in your data, built for vendor work, run by anyone.
Generic automation platforms are empty boxes; generic chatbots forget everything. This is domain-built and grounded.
General automation tools
An empty box with no context
A generic workflow tool can move data, but it does not know a renewal from an invoice or what a risky term looks like. These automations reason over your vendor data out of the box.
Standalone AI assistants
No memory, no schedule, no actions
A chat window answers once and forgets. These agents run on triggers, keep context, and take actions: notify, draft, create a task, reply by email.
Hiring another analyst
A salary for repeatable work
The recurring reviews do not need a hire, they need a build-once automation. Keep the humans for judgment, give the machine the Tuesdays.
What it is worth
Business value, and the operational value under it.
One line for the board paper, and the day to day the team actually feels.
Business value
- The recurring analyst work gets done every week without adding headcount for it.
- Consistency: the same risky-terms screen and renewal radar run identically every time, so nothing slips because someone was on leave.
- Earlier catches, uncapped uplifts and missed notice dates surfaced by a job before they compound.
- An open API and MCP surface so the automation layer extends the systems you already run.
Operational value
- A five-minute build with no engineering ticket, so the team automates its own toil.
- Output routed to Slack, email, or a task, where work already happens.
- Forty four templates live on day one, tuned to your thresholds later.
- A Monday briefing of what changed, instead of a manual sweep across screens.
Explore next
Renewals & watchdog →Document intelligence →AI Negotiation →
Automate the analyst, keep the judgment.
Build once. It works every week, grounded in your data.