Agreedio

PlannedPlanned · Phase 2

Batch migration is planned to reduce first clean-up effort.

Phase 2 batch migration would help a retained customer move from a folder or spreadsheet into reviewed agreement records. It would preview files, map columns, detect duplicates and keep every date as a candidate until a person confirms the source and rule.

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No sales call required

Batch import · 5 files, 1 spreadsheetPlannedFictional sample
  • MSA_HarborPine_2026.pdf6 of 6 termsconfirmed
  • Fernhill_Cloud_Order_Form.pdf4 of 5 termssuggested
  • Larkspur_Payroll_Agreement.pdfNotice wording ambiguousneeds review
  • Bramble_Books_Terms.pdf5 of 5 termssuggested
  • register-2026.csv31 rows · column meanings keptmanual

Phase 2. Spreadsheet columns keep their meaning; imported dates are never auto-confirmed. Duplicates are reviewed, not merged silently.

Interactive preview · fictional sampleA planned batch-import review with mapped columns, duplicate warnings and unresolved rows.

Why this is labelled the way it is

This is planned after Phase 1 has a credible paid cohort and measured migration friction. Shipping requires preserved provenance, duplicate review, failed-row reporting and lower correction/support burden.

01Planned

Folders would land in a review queue.

When it ships, selected files would be grouped by candidate agreement and source. Processing status, unsupported formats and retries would be visible before anything reaches the active register.

Batch import · 5 files, 1 spreadsheetPlannedFictional sample
  • MSA_HarborPine_2026.pdf6 of 6 termsconfirmed
  • Fernhill_Cloud_Order_Form.pdf4 of 5 termssuggested
  • Larkspur_Payroll_Agreement.pdfNotice wording ambiguousneeds review
  • Bramble_Books_Terms.pdf5 of 5 termssuggested
  • register-2026.csv31 rows · column meanings keptmanual

Phase 2. Spreadsheet columns keep their meaning; imported dates are never auto-confirmed. Duplicates are reviewed, not merged silently.

The planned queue separates processed files, failed files and records needing review.

02Planned

Spreadsheets would be mapped, not trusted.

A CSV or spreadsheet would preserve column meanings and show mapping choices. A cell called notice date would not become a monitored deadline until the user confirms the date rule and source.

Northline Studio · AgreementsFictional sample
6 agreements
AgreementCounterpartyOwnerTerm endLatest noticeState
Design retainerAGR-0142 · Statement of workAlder WorksCustomer30 Sep 20272 Jul 2027confirmed
Cloud hostingAGR-0139 · SubscriptionFernhill CloudVendor31 May 20271 May 2027confirmed
Payroll serviceAGR-0137 · Service agreementLarkspur PayrollVendor30 Jun 202731 May 2027needs review
Brand programmeAGR-0131 · Master services agreementHarbor & Pine FoodsCustomer31 Dec 2027no rule setmissing source
Contractor agreementAGR-0128 · Contractor agreementInes BaróVendor31 Mar 2027no rule setmanual
Accounting softwareAGR-0124 · SubscriptionBramble BooksVendor15 Nov 202716 Oct 2027confirmed
Mapped rows would become register candidates, not confirmed records.

03Planned

Duplicates would require an explicit choice.

A suspected duplicate would be reviewed against existing records. Re-importing SOW-S1 would not create another active Alder Works agreement unless the user deliberately chose that outcome.

SOW-S1 — Alder Works · Review extracted termsFictional sample

Suggested from the document

0/6 confirmed
SOW-S1 § Term, p. 2
This Statement of Work commences on 1 October 2026.

Suggested from the document. Review before using this for monitoring.

Duplicate review would compare source documents before an active record is created.

04Planned

Failures would be resumable and measured.

The planned flow would report failed rows, correction time and support burden. That evidence decides whether the migration path is making self-service easier or just moving founder cleanup into the product.

Get started · Northline StudioFictional sample

One agreement, end to end

3/6

No agent, model, CRM or connector setup is needed to finish this list.

The migration checklist would show completed batches, unresolved rows and next steps.

How it works

How this would work.

Planned for Phase 2. The steps below describe the intended behaviour; they become a promise only when the feature ships and this label changes.
  1. 01

    Select a folder or spreadsheet

    The planned flow would start from authorised files or a register export the user chooses.

  2. 02

    Preview files and map fields

    Users would confirm what each column means and see unsupported formats before import.

  3. 03

    Review duplicates and errors

    Potential duplicates, failed rows and missing sources would remain in an exception state.

  4. 04

    Confirm records one by one

    Source-backed facts, owners and date rules would still need confirmation before monitoring.

What it does not do.

  • It is planned Phase 2 work and is not part of the Phase 1 preview workflow.
  • It would not auto-confirm extracted dates, spreadsheet cells or owner assignments.
  • It would not make scanned, corrupt or unsupported files readable by promise.
  • It would not include Drive or SharePoint unless a selected connector also ships.
  • It would not be a custom migration service hidden inside a self-service subscription.

Related.

Common questions.

Start with one agreement.

Open the fictional sample and walk it from import to a renewal decision. When the paid beta opens, upload one agreement you are authorised to share.

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