Contract risk review — the analysis arrives in your messenger

A contract sent through a web form is read by the scenario itself: it pulls text from the PDF, looks for questionable clauses, and sends a short review with red flags to your messenger.

  • Text is pulled from the PDF automatically — no need to open the file
  • The AI highlights questionable clauses and risks
  • The review arrives in your messenger right after the form is submitted
  • The decision stays with you — the scenario just prepares the digest
Connect Formstack and runScriptera

How it works

To pass leads from Formstack to okoCrm automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: JotForm Trigger
  2. Then: Grab Attachment Details
  3. Then: Grab the attached Contract
  4. Then: Extract Text from PDF File
  5. Then: AI Agent
  6. Then: Send a text message
  7. Then: Google Gemini Chat Model

You can launch this Formstack + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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