How to Build an AI Document & Contract Agent
An AI document agent drafts leases, reviews vendor contracts, tracks signatures, and manages your entire document workflow — all through email and Slack. No templates to hunt down, no signature portals to check.
When a lease is approaching its end date, the agent posts to Slack:
How it works
Create a document agent at dashboard.carlyassistant.com (or email carly@usecarly.com and describe what you need). Connect your document, signature, and storage tools — Google Docs, DocuSeal, and Google Drive cover most contract workflows. The agent starts drafting, sending, and tracking immediately, and learns your templates, clause preferences, and renewal schedules over time. Full setup walkthrough: How to Create a Custom AI Email Agent.
What an AI document agent connects to
Your document agent pulls from every tool your property management and ops teams already use.
E-signature: BoldSign, DocuSeal, Dropbox Sign, PandaDoc
Documents: Google Docs, Notion, SharePoint, Confluence, Outline
Storage: Google Drive, Dropbox, Box
Spreadsheets: Google Sheets, Microsoft Excel, Airtable
Email: Gmail, Outlook
Messaging: Slack, Microsoft Teams
CRM: HubSpot, Salesforce, Pipedrive, Zoho
See the full list of integrations.
What an AI document agent can do
- Draft new leases — agent pulls your template from Google Drive, fills in tenant info, rent, term, and lease type, creates a signature request in DocuSeal or PandaDoc, and sends it to the tenant
- Review incoming vendor contracts — agent reads the document, flags non-standard clauses (broad indemnification, unlimited liability, auto-renewal traps), and replies with a plain-English summary and redline suggestions
- Track pending signatures and upcoming renewals — agent monitors all outstanding documents, sends follow-up reminders, and alerts you in Slack when leases are signed or about to expire
Build your document agent in under 10 minutes at dashboard.carlyassistant.com, or email carly@usecarly.com and describe the agent you need.
Related: How to Create a Custom AI Email Agent | Best AI Assistants for Documents | Best AI Workflow Automation Tools | Best AI Agents for Productivity
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