Automate contract review end-to-end

Step 1: Define what "non-standard" meansWord

Write down the specific clauses and terms (termination notice period, liability cap, payment terms, auto-renewal) and the acceptable ranges for each, sourced from your legal team's playbook. This becomes the agent's grading rubric.

Step 2: Build the extraction agentCopilot Studio

In Copilot Studio, build an agent that reads a contract and returns the key terms as structured fields, plus a flag for anything outside the approved ranges — not a free-text summary.

Prompt idea:

Extract the termination notice period, liability cap, payment terms, and auto-renewal clause from this contract. For each, state whether it falls within our standard range (see attached playbook) and flag any that don't, with the exact clause text quoted.

Step 3: Chain it into a Power Automate flowPower Automate

Use an "Apply to each" loop over the SharePoint contract library, calling the agent via the Execute Agent action for every document and writing the returned fields into a tracking list's columns, not a single free-text field — structured columns are what let you filter and report on flags later.

Add "Configure run after" on each step so one failed document (a corrupted file, a locked contract) logs an error and moves on instead of silently stopping the whole batch. Before pointing it at the full library, run it against a handful of contracts you already know the answer for — some clean, some with a deliberate non-standard clause — and confirm the flags land where expected.

Step 4: Route flagged contracts to legalPower Automate

Have the flow notify the legal team in Teams or Outlook for any contract with a flagged clause, including the quoted clause text so they don't have to re-open the document to see what tripped the flag.

Check the work

• Spot-check a sample of "no flags" contracts by hand — a false negative here means a bad clause slips through unnoticed.
• Verify flagged clause text is quoted verbatim from the source document, not paraphrased.
• Confirm the batch processed every document in the library — check the list count against the SharePoint library count.

Source: Microsoft, "Unifi manages contracts more efficiently with AI using Power Platform and Copilot Studio" (2026)