Contract tracking to the Friday deck.
A SharePoint contract sheet watched daily; new rows classified and formatted; the executive deck produced in three views. Roughly an hour a week back per person on the procurement team at a global manufacturer.
Solutions · Procurement
Track contracts and route approvals without rebuilding trackers
Procurement teams get contract PDFs extracted, signature workflows tracked, and executive decks produced—cited, structured, and ready for review.
Eleven signatures. Two weeks. That was the NDA process.
- Watches SharePoint and inboxes
- Contract PDFs to structured rows with citations
- Approval before write-back
- Coupa and Ariba extracts
- Runs in your VPC
The problem
Documents nobody can query, trackers nobody trusts
Procurement runs on documents nobody can query and trackers nobody trusts. The NDA needs eleven signatures and two weeks. The renewal date is on page 14 of a PDF in a folder with 300 others. The Friday deck takes an hour per person on the team.
Make the documents queryable. Make the tracker run itself.
How it works
Watch. Extract. Route. Report.
Watch. An Agent Operating Procedure (AOP) monitors the SharePoint contract sheet and the intake inbox. New rows are classified by type and value at 7 AM daily and written back for approval.
Extract. A folder of contract PDFs becomes structured rows in Databricks or a Sheet: parties, term, value, renewal, with a citation into the page each value came from.
Route. Signature requests chased and tracked. Vendor questions answered from the contract with a citation. Approvals where your policy says.
Report. The Friday deck in three views, in your template, cited. The renewal calendar. The spend by category.
Example workflow
Example workflow: Contract intake to Friday deck
Put Athena To Work In Procurement
Use cases
NDA and signature routing.
Eleven signers, a two-week cycle. The agent chases, tracks, and reports status daily. E-signature integration on request.
Contract PDFs to Databricks.
A SharePoint folder of contracts batch-extracted into structured rows: parties, term, value, renewal date, each cell citing the page.
Purchase-order archaeology.
PO process steps buried in PDFs surfaced on demand. Spec and pricing tables pulled from vendor documents into a comparable sheet. Coupa and PO history as context for "what did we pay last time."
Vendor evaluation by an agent that interviews users.
The agent interviews the stakeholders, scores the options against their criteria, and writes the recommendation with sources.
Four years of procurement history, searchable.
Meetings and emails ingested with their permissions: 5,000+ meetings, 100,000+ emails in under a week. "What did we agree with this vendor in 2024" gets a timestamp.
What customers say
“Man, this is by far the biggest value every AI is presentations. Gosh. The amount of time that's been wasted building charts. It's just incredible.”
“I'm just imagining it's another person who works for us.”
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
“It was PowerPoint... there was no kind of distinction between the two. So that was killer. And I literally had a meeting on it today, and people said how great it was.”
Verbatim from customer calls. Customers anonymized.
One Platform, Three Ways To Build
Three ways to build
Agents for the question: "which contracts renew in Q1 and what are the notice terms." Workflows (AOPs) for the recurring: the tracker, the routing, the Friday deck. Applications for the many: a vendor portal or a renewal calendar the whole company can open.
How It Fits Your Stack
Integrations
Coupa, SAP Ariba extracts, SharePoint, Outlook, Databricks, Snowflake, e-signature platforms. Runs in our cloud or your VPC. Approvals stay where policy says.
What to plan for
Athena reads your procurement system; it does not become it. It writes back only through typed, approved actions.
FAQ
What can AI agents do for procurement?
Track contracts, route approvals, research suppliers, analyze spend, and keep leadership informed without status meetings.
Can agents read our contracts?
Yes. They extract terms and values, with a citation to the page for each one.
Where should we start?
With contract tracking or one approval process that relies on chasing people.
Do we have to replace our procurement system?
No. Agents work across the systems and folders you already use.
One platform underneath
AGS · Athena Governance System
Records every change by a person or an agent, rolls back one contributor's edits without losing anyone else's, and keeps the model, instructions, and sources behind each agent action.
Palladium · deployment
How the platform is deployed: Athena's managed cloud, your cloud on AWS, GCP, or Azure, on-prem, air-gapped, or GovCloud. Same platform in every option.
How it fits together
Build, Work, and Data on top; 150+ connectors and every surface in and out; one map of the whole platform.
Related
Related products and stories
Athena Library
Run this on a schedule
Ready-made procurement briefs you can run on a schedule.