Contract terms read from the document

The problem

1. 01

   Contracts in a folder, terms in a spreadsheet

   Signed contracts sat in a shared folder while reps copied the terms into a spreadsheet by hand, so every contract lived in two places.

2. 02

   Terms you have to reopen

   Checking an end date or monthly fee meant finding the original file again, so reps could not answer a customer call on the spot.

3. 03

   Errors from copying by hand

   One mistyped date or amount put renewal calls and billing out of step with the actual contract.

How Trackit solves it

1. 1

   Just upload the contract to the record

   Once a deal is signed, the rep creates a contract in the contract list, picks the deal and uploads the signed PDF or scan to the contract file field. That is all the rep does. The upload starts the workflow through the "file attached to a record" trigger.

2. 2

   AI reads the contract, pulls the terms and finds the customer

   AI file analysis reads the contract and pulls out the fields you defined: customer name, business registration number, start date, end date, monthly fee and renewal terms. Scanned contracts are read as images. A find-records block then uses that registration number to find the customer in the companies object.

3. 3

   Terms on the contract record, the end date as a renewal reminder

   An update-record block writes the values into the contract fields and links the customer it found. Adjust-time and reminder blocks set an alert for the renewal owner 90 days before the end date. From then on, end dates and fees are right in the contract list and on the customer record, without opening the file.

Contracts47New contract

ContractCustomerStartEndMonthly feeContract file

Pangyo office copier rentalKakao2026-01-012028-12-31₩2,400,000Kakao_copier_rental_agreement.pdf

HQ water purifier rentalNaver2025-03-012027-02-28₩1,180,000Naver_contract.pdf

Copier maintenanceLG Electronics2024-07-012026-06-30₩860,000LG Electronics_contract.pdf

Air purifier rentalToss2025-09-012027-08-31₩540,000Toss_contract.pdf

Upload a contract to preview it here, with what AI reads beside it

Contract previewKakao_copier_rental_agreement.pdf

Copier Rental Agreement

Hanbit Office Solutions ("Lessor") and Kakao Corp. ("Lessee") agree as follows.

Art. 1 (Purpose) Lessor rents 20 copiers to Lessee, and Lessee pays the rent.

Art. 2 (Term) 36 months, from January 1, 2026 to December 31, 2028.

Art. 3 (Rent) KRW 2,400,000 per month (VAT excluded), due at month end.

Art. 5 (Maintenance) Lessor inspects monthly and supplies consumables.

Art. 9 (Renewal) Unless either party gives written notice 60 days before expiry, the term renews for one year on the same terms.

Lessor Hanbit Office SolutionsSealLessee Kakao Corp.Business reg. no. 123-45-67890Seal

AI file analysisPulled 6 fields

Find recordsFound the company

Update recordFilled and linked the customer

ReminderAlert set for 2028-10-02

Read by AI

CustomerKakao Corp. · 123-45-67890

Term2026-01-01 – 2028-12-31

Monthly fee₩2,400,000 (excl. VAT)

RenewalAuto-renews 1 yr unless notice 60 days out

What changed

More use cases

• 
  Subscription and rental

  Renewal sales 90 days before expiry

  For every contract, a renewal deal and a follow-up task appear 90 days before it ends, and the owner is reminded again at 30 days.

• 
  B2B sales team

  Quotes on your company form in one click

  Build a quote PDF from company and product data, and keep it in Quotes with the deal.

• 
  Subscription and maintenance businesses

  Early alerts for at-risk customers

  AI regularly reads each customer’s activity and renewal date, scores churn risk, and alerts the owner about at-risk customers.