Create an Agreement

Create a new Agreement in minutes, with automatic extraction of key data and immediate application of the right workflows and permissions.

Why create an Agreement in Formality?

Each Agreement added becomes an exploitable source of information: it triggers alerts, workflows and analyses that allow your teams to track their commitments, anticipate renewals and share the right information in the right place, without spreadsheets or duplicates.

Steps to create an Agreement

1

Start creation

You have 3 options:

1. Click on Create an Agreement (button at the top right)

1. Drag and drop your document directly onto theHome Page

1. Import it from Teams or Slack

Each method triggers the same automatic AI analysis.

2

AI analyzes and pre-fills the key data

Formality automatically extracts the main information from the document: parties, dates, amounts and clauses. You save time and avoid data entry errors.

3

Confirm the extracted information

Review the suggested metadata:

1. Parties involved

Selecting the parties automatically applies the corresponding permissions and roles corresponding.

Thus, only authorized people will be able to view the Agreement. More information on Rights on Agreements

2. Main information

• Name: e.g. Maintenance contract – Rivoli building

• Type: cclient, supplier, lease, etc.

3. Key dates

The signing, start, end, renewal dates... These dates trigger reminders and follow-up workflows. You are notified before any deadline.

4. Financial data

Amounts are annualized to allow comparison and analysis in your views.

4

Select the workflows

Choose the follow-up workflow appropriate to the agreement (renewal, audit, price review, etc.). Workflows ensure that the right people will be notified at the right time.

5

Save

Your Agreement is now created! ✨ It becomes immediately viewable and active in your follow-ups.

6

Add supporting documents (if available)

• Amendments

• Annexes

• Special conditions

Then save again to finalize.

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And next?

Your Agreement is now:

• ✅ Visible only to authorized teams according to the applied permissions

• 🤖 Analyzed by the Assistant, queryable about its clauses, dates and amounts

• 🔁 Linked to its audit trail, its obligations and its deadlines

Each Agreement automatically enriches your analytical views and triggers the necessary reminders for proactive management of your commitments.

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Related articles

• Discuss with an Agreement

• Best practices: rights on Agreements

• Track deadlines for my Agreements