Does the Concord AI agent actually execute work?

Yes. Unlike a copilot that only suggests changes, our agent executes the work—drafting documents, updating CRM records, and sending reminders—based on your plain English instructions.

How is this different from Concord's native AI?

Concord's native AI is limited to the platform itself. Our agent works across your entire stack, connecting Concord to your CRM, email, and project management tools to complete end-to-end tasks.

Is this better than Zapier for Concord automation?

Zapier requires you to build rigid, step-by-step logic. With DoMyWork, you simply describe the outcome you want in plain English, and the agent handles the multi-step execution across Concord and your other apps.

Can the agent monitor my Concord contracts 24/7?

Yes. You can set up agents on autopilot to watch for new contracts or status updates in Concord and trigger immediate actions, like updating Salesforce or notifying your team.

Is my contract data safe with DoMyWork?

We prioritise security and data privacy. Your data is processed only to perform the specific tasks you request, and we never use your proprietary contract information to train public AI models.

Can the agent connect Concord to multiple apps at once?

Absolutely. You can instruct the agent to perform complex, multi-step tasks, such as extracting data from a Concord contract, updating a record in Salesforce, and posting a summary to Slack, all in one go.

AI Agent for Concord

Draft, negotiate, and finalise your legal agreements automatically. DoMyWork AI agents work with Concord and 1,500+ apps to turn contract redlining into signed deals.

Find all contracts expiring in 30 days

Draft a new NDA for a new vendor

Summarise the key terms of this agreement

Check if this contract matches our template

Send a reminder to the counterparty

Update the contract status in Salesforce

Agent for

Concord

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your pending contracts into finalised agreements

Draft new documents, review clause changes, track expiration dates, and update your CRM records.

12 contracts identified

Review all pending redlines from last week

"Check all contracts in Concord with pending redlines from last week, summarise the requested changes, and draft a response for each in Gmail."

Send Message

Find contracts missing required signature fields

"Scan all active drafts in Concord and flag those missing signature blocks."

Send Message

Summarise terms for a specific vendor

"Find the latest MSA for [Vendor Name] in Concord and list all liability clauses."

Send Message

Compare current draft against standard template

"Compare the current draft of [Contract Name] against our standard template and highlight deviations."

Send Message

Prepare a summary of all active NDAs

"List all active NDAs in Concord and extract the expiration dates for each."

Send Message

Got a different task in mind? Describe it

Send Message

Update Salesforce when a contract is signed

"Look for all contracts signed in Concord today and update the corresponding opportunity status in Salesforce."

Send Message

Find deals stuck in the signature phase

"Identify all deals in Concord that have been in 'Signature' status for over 5 days."

Send Message

Draft a renewal agreement for expiring deals

"Find all contracts expiring next month in Concord and draft renewal agreements for each."

Send Message

Sync contract metadata to Google Sheets

"Export all active contract values from Concord to my 'Contracts' Google Sheet."

Send Message

Notify the sales team of contract completion

"Identify contracts signed today in Concord and post a summary to the #sales-wins Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

Check vendor contracts for auto-renewal clauses

"Scan all vendor agreements in Concord and flag any that include auto-renewal clauses."

Send Message

Extract payment terms from new vendor contracts

"Read the latest vendor contracts in Concord and create a summary table of payment terms."

Send Message

Find contracts nearing the renewal deadline

"List all vendor contracts in Concord expiring within 60 days."

Send Message

Compare pricing across similar vendor contracts

"Extract pricing data from all 'Software' category contracts in Concord and compare them."

Send Message

Draft a termination notice for a vendor

"Draft a termination notice in Concord for [Vendor Name] based on the contract end date."

Send Message

Got a different task in mind? Describe it

Send Message

Draft employment agreements for new hires

"Use the 'New Hire' template in Concord to draft agreements for the list of names in my Google Sheet."

Send Message

Find offer letters missing signatures

"Identify all offer letters in Concord that have not been signed after 3 days."

Send Message

Summarise benefits terms for employee handbook

"Extract the benefits clauses from the latest employment templates in Concord."

Send Message

Update employee records after signing

"Find signed employment agreements in Concord and add the start date to my HR database."

Send Message

Send reminders for annual policy reviews

"Find all employees who haven't signed the updated policy in Concord and send a reminder."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Concord AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Concord AI Agent

🛸 Autopilot

Act on contract changes the moment they happen — with agents on autopilot

The agents work across your apps 24/7.

They catch new documents, update your CRM, and flag expirations before you miss a deadline.

Setting up an autopilot is too easy

New contract is created

Describe...

1. Flag risky clauses in new drafts

WhenNew contract is created

Then

Read the new contract, check for non-standard liability clauses, and alert me in Slack if found.

Put on Autopilot

2. Track signature progress

WhenContract status is updated

Then

If the status changes to 'Signed', send a confirmation email to the legal team.

Put on Autopilot

3. Remind counterparties of pending signatures

WhenEvery Monday at 09:00 AM

Then

Find all contracts awaiting signature for over 3 days and send a polite reminder.

Put on Autopilot

4. Archive completed contracts

WhenContract status is updated

Then

When the status is 'Finalised', move the document to the 'Archive' folder.

Put on Autopilot

5. Log new contracts in a spreadsheet

WhenNew contract is created

Then

Add the contract title, date, and counterparty to my 'Contract Log' Google Sheet.

Put on Autopilot

1. Update CRM status for signed deals

WhenContract status is updated

Then

When a contract is signed, update the deal stage in Salesforce to 'Closed Won'.

Put on Autopilot

2. Notify sales reps of contract completion

WhenContract status is updated

Then

Post a message to the sales rep's Slack channel when their contract is signed.

Put on Autopilot

3. Create tasks for contract onboarding

WhenContract status is updated

Then

When a contract is finalised, create a task in Asana for the onboarding team.

Put on Autopilot

4. Log contract values in your revenue tracker

WhenContract status is updated

Then

Extract the contract value and add it to my 'Revenue' Google Sheet.

Put on Autopilot

5. Draft renewal reminders

WhenEvery first of the month at 08:00 AM

Then

Find contracts expiring in 90 days and draft a renewal email for the account owner.

Put on Autopilot

1. Alert on expiring vendor agreements

WhenEvery Monday at 09:00 AM

Then

Find vendor contracts expiring in 30 days and email a summary to the procurement team.

Put on Autopilot

2. Categorise new vendor contracts

WhenNew contract is created

Then

Read the contract, determine the category (Software, Hardware, Service), and tag it in Concord.

Put on Autopilot

3. Sync vendor details to your database

WhenNew contract is created

Then

Extract the vendor name and contact info, then add them to my Airtable database.

Put on Autopilot

4. Flag high-value contracts for review

WhenNew contract is created

Then

If the contract value exceeds $50k, send an urgent notification to the procurement lead.

Put on Autopilot

5. Check for required insurance documents

WhenNew contract is created

Then

Check if the contract mentions insurance and flag it for follow-up if missing.

Put on Autopilot

1. Onboard new hires after contract signature

WhenContract status is updated

Then

When an employment contract is signed, send a welcome email to the new hire.

Put on Autopilot

2. Track policy acknowledgement

WhenContract status is updated

Then

When an employee signs the policy, update their record in my HR system.

Put on Autopilot

3. Alert on missed offer letter deadlines

WhenEvery day at 09:00 AM

Then

Find offer letters not signed within 48 hours and notify the recruiter.

Put on Autopilot

4. Archive employee documents

WhenContract status is updated

Then

Move signed documents to the employee's private folder in Google Drive.

Put on Autopilot

5. Notify payroll of new contracts

WhenContract status is updated

Then

When an employment contract is signed, email the payroll team with the start date.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Concord

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Clause Analysis Playbook

FormCollect data with form

1. Enter Contract ID

Enter Contract ID

Fill fields below 👇

Contract ID *

AI AgentExecute agent from playbook

2. Extract and Evaluate

Agent

Extract liability and termination clauses from {{Contract ID}} and score against policy.

Complete in a clickSend data to 1500+ apps

3. Log Findings

Add RowinGoogle Sheets

4. Post Summary

Send MessageinSlack

Clause Analysis Playbook

Analyse specific clauses for risk and compliance in one click.

Clone This Playbook

Template Compliance Playbook

Check if a contract matches standard templates.

Clone This Playbook

Contract Expiry Playbook

Review contracts expiring soon.

Clone This Playbook

NDA Drafting Playbook

Draft NDAs for new vendors.

Clone This Playbook

Counterparty Reminder Playbook

Send reminders for pending signatures.

Clone This Playbook

Deal Closure Playbook

Update CRM and notify team when a contract is signed.

Clone This Playbook

Renewal Drafting Playbook

Draft renewals for expiring contracts.

Clone This Playbook

Contract Value Sync Playbook

Sync contract values to your tracker.

Clone This Playbook

Signature Status Playbook

Check status of multiple contracts.

Clone This Playbook

Client Onboarding Playbook

Create onboarding tasks after signing.

Clone This Playbook

Vendor Contract Audit Playbook

Audit vendor contracts for compliance.

Clone This Playbook

Price Comparison Playbook

Compare pricing across vendors.

Clone This Playbook

Contract Expiry Playbook

Review vendor contracts expiring soon.

Clone This Playbook

New Vendor Onboarding Playbook

Create onboarding tasks for vendors.

Clone This Playbook

Insurance Verification Playbook

Check insurance requirements in contracts.

Clone This Playbook

Employee Onboarding Playbook

Onboard new employees automatically.

Clone This Playbook

Policy Update Playbook

Distribute updated policies to staff.

Clone This Playbook

Offer Letter Playbook

Generate and send offer letters.

Clone This Playbook

Document Archive Playbook

Archive signed employee documents.

Clone This Playbook

Payroll Notification Playbook

Notify payroll of new hires.

Clone This Playbook

1500+ App Integrations

Connect Concord + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New contract is created

Then

Recurring Work on autopilot

Autopilot

Contract Review

Enter contract ID

Analyse clauses

Update status

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Concord

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Concord AI Agent

An AI agent for Concord is a digital worker that executes tasks like drafting, reviewing, and managing contracts across Concord and 1,500+ other apps, rather than just suggesting edits.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Concord

Turn your pending contracts into finalised agreements

Review all pending redlines from last week

Find contracts missing required signature fields

Summarise terms for a specific vendor

Compare current draft against standard template

Prepare a summary of all active NDAs

Got a different task in mind? Describe it

Update Salesforce when a contract is signed

Find deals stuck in the signature phase

Draft a renewal agreement for expiring deals

Sync contract metadata to Google Sheets

Notify the sales team of contract completion

Got a different task in mind? Describe it

Check vendor contracts for auto-renewal clauses

Extract payment terms from new vendor contracts

Find contracts nearing the renewal deadline

Compare pricing across similar vendor contracts

Draft a termination notice for a vendor

Got a different task in mind? Describe it

Draft employment agreements for new hires

Find offer letters missing signatures

Summarise benefits terms for employee handbook

Update employee records after signing

Send reminders for annual policy reviews

Got a different task in mind? Describe it

How Does a Concord AI Agent Work

Act on contract changes the moment they happen — with agents on autopilot

1. Flag risky clauses in new drafts

2. Track signature progress

3. Remind counterparties of pending signatures

4. Archive completed contracts

5. Log new contracts in a spreadsheet

1. Update CRM status for signed deals

2. Notify sales reps of contract completion

3. Create tasks for contract onboarding

4. Log contract values in your revenue tracker

5. Draft renewal reminders

1. Alert on expiring vendor agreements

2. Categorise new vendor contracts

3. Sync vendor details to your database

4. Flag high-value contracts for review

5. Check for required insurance documents

1. Onboard new hires after contract signature

2. Track policy acknowledgement

3. Alert on missed offer letter deadlines

4. Archive employee documents

5. Notify payroll of new contracts

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Clause Analysis Playbook

Template Compliance Playbook

Contract Expiry Playbook

NDA Drafting Playbook

Counterparty Reminder Playbook

Deal Closure Playbook

Renewal Drafting Playbook

Contract Value Sync Playbook

Signature Status Playbook

Client Onboarding Playbook

Vendor Contract Audit Playbook

Price Comparison Playbook

Contract Expiry Playbook

New Vendor Onboarding Playbook

Insurance Verification Playbook

Employee Onboarding Playbook

Policy Update Playbook

Offer Letter Playbook

Document Archive Playbook

Payroll Notification Playbook

Connect Concord + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Concord AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Concord AI Agent