Launch a contract workflow from a template in Ironclad
Automatically launch an Ironclad contract workflow from a template with Stepwork. A Slack request fills in the counterparty details and key terms.
- Use case
- Contract & document operationsProcurement
- Best for
- Contract Manager, Procurement Analyst
- Applications used
Ironclad
Slack
- Business outcome
- Time savings
The problem
Half the fields are missing. Again.
Contract requests reach legal through email threads: an NDA here, an MSA there. Most leave out the counterparty’s legal name, the address, or the key terms, so legal writes back before any work starts.
Each clarification adds a day. By the time someone launches the workflow in Ironclad, the business has been waiting on a contract that has not started.
The outcome
Contract requests enter the pipeline complete
Stepwork launches the named workflow in Ironclad with the counterparty details and key terms from the request. The run records who asked, which template it used, and the workflow it launched.
- The request names the template, the counterparty, and the key terms.
- A required field missing from the request stops the run.
- The Slack reply includes the new workflow’s ID.
The process
From Slack request to a launched Ironclad workflow
A requester posts the template and terms in Slack. Stepwork launches the workflow in Ironclad, in the same order every time.
- Step 1
Request it in Slack
A teammate posts the template name, the counterparty’s details, and the key terms in the legal requests channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Open the template
Stepwork signs in to Ironclad and opens the named workflow template. If it cannot be found, the run stops.
- Step 3
Fill and launch
Stepwork fills the counterparty details and key terms into the launch form. If a required field is missing from the request, the run stops before launching.
- Step 4
Confirm and reply in Slack
Stepwork checks the launched workflow against the request, then posts the workflow ID back in Slack.
Why Stepwork
Legal starts with a complete request
A deterministic agent runs the launch path you recorded in Ironclad. Required fields come from the request up front, so legal reviews the contract instead of chasing details.
Similar use cases
Similar use cases
- Update a contract record in Ironclad after an amendmentUpdates the contract record's terms, dates, and value in Ironclad to reflect the executed amendment.
Send envelope from template in DocuSignCreates and sends a DocuSign envelope from the named template with recipient details and merge fields filled.- Correct recipient on in-flight envelope in DocuSignCorrects the recipient email or routing on the in-flight envelope without voiding the whole document.
FAQ