A guide to Airtable contract management

Can you manage contracts in Airtable and improve visibility into contracts for your business? Find out in this guide.

What is Airtable?

Airtable is a cloud-based platform that combines the simplicity of a spreadsheet with the power of a database. It enables teams to create and manage custom workflows and databases, supporting project management, content calendars, and more. Its flexibility and ease of use make it popular among various teams for organizing and managing data.

But is Airtable equipped to manage contracts, too? Let's find out.

Can you manage contracts in Airtable?

While Airtable itself doesn’t offer advanced contract management features, it can be integrated with a contract management system like Juro via Zapier to streamline contract workflows and automate routine admin. 

Put simply, this integration allows you to manage contracts in Airtable and move data seamlessly between the two platforms and generate contracts without leaving the platform.

Let's explore these possibilities in more detail now.

How to manage contracts in Airtable

1. Create a new record in Airtable when a contract progresses in Juro

Firstly, you can set up the workflow to automatically create new records in Airtable to when contracts are created, signed, approved, or commented on in Juro. 

For example, imagine your sales team wants to track the status of their MSAs. When a contract reaches the "Negotiation" stage, a new record is automatically created in Airtable, capturing key details like client name, contract value, and deadline. 

This ensures that your database is always up-to-date with the latest contract information, without the need for manual data entry.

2. Update a record in Airtable when a contract changes status in Juro

You can also keep your Airtable records current by setting up a Zap that updates existing records whenever a contract’s status changes in Juro. This automation helps maintain consistency and accuracy across both platforms, providing real-time updates on contract statuses.

3. Create a new record in Juro when a record is created or updated in Airtable

Juro and Airtable users can also automate the contract creation process by integrating the two tools. You can set up a workflow whereby a contract is automatically created in Juro when a new record is added or updated in Airtable. 

For example, imagine that your procurement team manages supplier agreements in Airtable. When a new supplier record is added or an existing one is updated, a new contract is automatically generated in Juro. 

This streamlines the process of contract creation, ensuring that all supplier agreements are quickly and accurately initiated.

How to set up the integration

Before you can access the benefits of Juro's Airtable integration, you need to set it up. Fortunately, the setup process is simple, and there's no coding required. Here are some simple steps:

1. Check that you have accounts: Ensure you have active (and valid) accounts on Airtable, Juro, and Zapier. If you're not using Juro yet, you can get in touch with our team for a personalized demo.
2. Connect Airtable to Zapier: In Zapier, connect your Airtable account and select the base and table you want to integrate.
3. Connect Juro to Zapier: Similarly, connect your Juro account to Zapier by following the prompts to authorize the connection.
4. Set up Zaps: Create Zaps to automate workflows between Airtable and Juro. Choose triggers (e.g., new record in Airtable) and actions (e.g., create contract in Juro) and map the data fields accordingly.
5. Test and activate: Test the Zaps to ensure they work as expected, then activate them to start automating your contract management processes.

Benefits of automating contracts in Airtable and Juro

Enhanced efficiency

Integrating Airtable and Juro automates repetitive tasks, such as data entry and contract updates. This automation saves significant time, allowing teams to focus on higher-value activities, such as contract negotiation and client engagement.

Improved accuracy

Automation reduces the likelihood of human errors in data handling. Ensuring that records in both Airtable and Juro are synchronized minimizes discrepancies and maintains data integrity across platforms.

Real-time updates

With automated workflows, changes in contract statuses in Juro are immediately reflected in Airtable. This real-time synchronization provides teams with up-to-date information, facilitating timely decision-making and responsive contract management.

Scalability

Automated systems can easily handle an increasing volume of contracts without additional manual effort. As your business grows, the integration can scale to manage more contracts efficiently, ensuring consistent performance.

Enhanced collaboration

Centralizing contract data between Airtable and Juro improves accessibility for all team members. This shared visibility into contract statuses and details fosters better collaboration and communication across departments, such as sales, legal, and procurement.

Streamlined processes

Automating the creation and update of contracts streamlines workflows. For example, automatically generating contracts in Juro from Airtable entries ensures quick and accurate contract initiation, reducing delays and speeding up the overall contract lifecycle.

By integrating Airtable and Juro, businesses can create a seamless, automated contract management system that enhances efficiency, accuracy, and collaboration, ultimately driving better business outcomes.

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To find out more about Juro's intelligent contract automation platform and how it can enable you to reduce contract admin and agree contracts 10x faster, fill in the form below to book your personalized demo.