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AI tools: use cases & prompts

Automate recurring contract checks with AI agents

Let Claude, ChatGPT or another AI tool check your contracts on a schedule or react to fynk webhooks, for example a weekly renewal digest in Slack.

Written By Sebastian

Last updated About 2 hours ago

An AI agent is a prompt that runs by itself: on a schedule, for example every Monday morning, or when something happens in fynk. It uses your fynk MCP connection and posts the result where your team works, for example in Slack or by email.

Available on Essential, Business and Pro · Requires MCP · Webhooks: Business and Pro

Before you start

  • Connect fynk to your AI tool: Connect AI tools with MCP.
  • Your AI tool needs a feature for scheduled or automated tasks, and a connection to where the result should go, for example Slack.
  • The agent acts with your fynk permissions. Start with agents that only read and report.

Agents on a schedule

Create a scheduled task in your AI tool and paste one of these prompts. Each run starts fresh, so the prompt has to contain everything the agent needs.

AgentSuggested schedulePrompt
Renewal digestEvery MondayUsing fynk, list all contracts with a cancellation notice date in the next 90 days, sorted by date, with counterparty and link. Separately list contracts whose notice date has passed but which are still running. Post the result to [Slack channel]. If nothing is due, say so in one line.
Signing checkEvery weekdayUsing fynk, find documents of [team] that have been in review or signing for more than 7 days. For each, say what it's waiting for. Send me the list as a direct message.
Data quality checkEvery FridayUsing fynk, list signed contracts without a document type, end date or counterparty. Suggest values where the document name makes them obvious, but don't change anything. Post the list to [Slack channel].
Monthly report1st of the monthUsing fynk, report how many contracts were signed last month, by document type, and the average time from sending to signature. Compare with the month before.
Template check1st of the monthUsing fynk, check our published templates for missing signature blocks, select fields with only one option and optional fields that look required. Post a short checklist to [Slack channel].

Agents triggered by fynk webhooks

With webhooks, an agent can react the moment something happens, for example when a contract is signed. fynk sends the event with the document's name and ID, and the agent looks up the details via MCP.

When this happens in fynkThe agent could
A document is signed by all partiesCheck that end date, notice date and value are filled in, and post a summary to your team
A checkpoint is approvedCheck whether anything still blocks signing and tell the owner
A checkpoint is rejectedNotify the owner with a link to the document
A counterparty is ready for signingRemind your internal signatory that it's their turn
A cancellation notice period startsSend the owner a short brief: counterparty, value, deadline, renew or cancel

How to connect it: AI tools such as Claude and ChatGPT can start an agent from a URL, but they expect their own format and an access token. Put a small service in between, for example in Zapier, Make, n8n or your own code:

  1. In fynk, create a webhook that points to your service. See Webhooks.
  2. In your service, check the webhook signature, then turn each event into a short prompt, for example "Document [ID] was signed. Run the signed-contract check."
  3. Send that prompt to your AI tool's agent trigger.

Good to know

  • Agents can't approve checkpoints, run playbooks, send signing reminders or read comments. See What your AI assistant can do via MCP.
  • For single deadlines on one contract, fynk's own tasks and notifications are simpler. Agents are best for overviews across many contracts.
  • Before an agent changes anything, let it post a proposal and confirm it yourself.

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