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Assess the renewal of supplier contracts

Upload the supplier's contract and communications. ActaFlow gathers dates, price changes and colleagues' ratings into a record to decide on the renewal.

Preparing the workflow demo…

The request

Prepares the record for deciding on the supplier renewal, with terms, notice period and user ratings.

ActaFlow organises the steps of the request. Add the documents and check the data before using the result.

The workflow steps

  1. Upload the contract to be reviewedSpecify the review date, the updated documents and the colleagues who use the service.
  2. Gather terms and datesActaFlow reports the renewal, notice period, prices and changes, with references to the relevant clauses.
  3. Gather user feedbackColleagues confirm use of the service, any issues encountered and requirements for the next period.
  4. Decide the next stepThe manager checks the clauses and feedback, then decides whether to request changes or proceed with the renewal.Manager check
  5. Prepare the renewal noteActaFlow summarises the decision and drafts the questions or the communication to be reviewed.

Clauses with references

The sheet reports the renewal and notice terms found in the selected documents.

Requirements gathered from colleagues

The manager reads the user feedback before deciding.

Decision reported in the note

The draft follows the authorised step and keeps any outstanding clarifications visible.

How you set up the automation

ActaFlow reports the renewal, notice period, prices and changes, with references to the relevant clauses. The manager checks the clauses and feedback, then decides whether to request changes or proceed with the renewal.

What you need

  • Current contract, attachments and signed amendments
  • Supplier communications on the new terms
  • Internal checklist and user feedback
  1. Upload the contract to be reviewed

    Specify the review date, the updated documents and the colleagues who use the service.

  2. Gather terms and dates

    ActaFlow reports the renewal, notice period, prices and changes, with references to the relevant clauses.

  3. Gather user feedback

    Colleagues confirm use of the service, any issues encountered and requirements for the next period.

  4. Decide the next step

    The manager checks the clauses and feedback, then decides whether to request changes or proceed with the renewal.

  5. Prepare the renewal note

    ActaFlow summarises the decision and drafts the questions or the communication to be reviewed.

Describe the work. AI helps you prepare your workflow.

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Frequently asked questions

Does ActaFlow give advance notice before every renewal?

This example analyses the contract when you start the check. Any ongoing monitoring requires specific features and configuration.

Can it prepare a notice of termination?

It can prepare a draft based on the information checked by the manager, who verifies the terms, recipients and method of the communication.

Can I include attachments and amendments already agreed?

Yes. Upload the relevant documents together with the contract and indicate which terms you want reviewed. The manager checks that the summary uses the correct versions.

Does the review send a notice of termination to the supplier?

This example prepares the elements to be checked before the decision. The review does not send communications or amend the contract on its own.

Prepare the renewal sheet

Upload the contract and indicate who should evaluate the service.

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