Agreedio

PlannedPlanned · Phase 2

One document connector may ship after upload friction is proven.

Phase 2 may add one document-source connector, Google Drive or SharePoint/OneDrive, if retained customers show that manual upload blocks self-service use. The connector would import selected files for review, not monitor every folder or trust external permissions without checks.

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Document source · one connectorPlannedFictional sample

Contracts / Signed / 2026

read-only
  • Alder_Works_SOW_S1_signed.pdf
  • Alder_Works_Amendment_A1.pdf
  • Fernhill_Order_Form.pdf

Phase 2. One connector, chosen from measured demand: Google Drive or Microsoft 365, not both by default. Files are imported for review; nothing is confirmed automatically.

Interactive preview · fictional sampleA planned connector picker for selected source files, with access, revoke and retry states.

Why this is labelled the way it is

This is planned only if retained-user stack data and measured upload friction justify one connector. Shipping requires tested install, selection, revoke, retry, access and reconciliation behaviour.

01Planned

The source would be chosen from retained-user demand.

Agreedio would not ship both Drive and Microsoft by default. The first connector would come from retained customer stack data and measured upload friction.

Document source · one connectorPlannedFictional sample

Contracts / Signed / 2026

read-only
  • Alder_Works_SOW_S1_signed.pdf
  • Alder_Works_Amendment_A1.pdf
  • Fernhill_Order_Form.pdf

Phase 2. One connector, chosen from measured demand: Google Drive or Microsoft 365, not both by default. Files are imported for review; nothing is confirmed automatically.

The planned connector screen shows one selected source, not a marketplace of promises.

02Planned

Users would select files explicitly.

A picker would import chosen files or folders under least-privilege access. Contract text could not nominate a destination or authorise a connector action.

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.

Selected external files would enter the same planned review queue as other imports.

03Planned

Imported sources would preserve provenance.

The product would record external item IDs, version details and the original location, while explaining whether Agreedio stores a copy or link. The imported record still needs review.

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.

Source details would appear beside extracted candidates before confirmation.

04Planned

Revoke and access changes would be tested.

A supported connector would need install, selection, revoke, disconnect, retry and access-reconciliation behaviour before it is listed as supported.

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 planned support checklist includes revocation, disconnect and failure handling.

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

    Connect the selected source

    An authorised admin would approve the minimum scopes for the chosen provider.

  2. 02

    Pick files for import

    Users would choose the exact sources to copy into the Agreedio review flow.

  3. 03

    Review candidates and failures

    Imported files would keep processing, permission and retry states visible.

  4. 04

    Revoke or disconnect safely

    Future reads and writes would stop, with records and retention handled under documented policy.

What it does not do.

  • It is planned Phase 2 work and would ship only if retained users show upload friction.
  • It would be one selected document source, not both Drive and Microsoft by default.
  • It would not recursively ingest a whole drive, inbox or tenant.
  • It would not make external and internal permissions magically identical.
  • It would not write tracked-change documents back to a document system in Phase 2.
  • It would not include HubSpot, CRM sync or e-signature.

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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