Capability

Workflows

Standardise a process and let the agent do the legwork at every step.

Define the steps once: who does what, in what order and by when. Pactus opens each step for the person responsible, reminds them, and keeps the record of who did what.

See how it works
AK
Workflows
Data room review1 of 3 steps2 of 3 steps
Collect and index the data roomOps team · 26 Aug
2Second-round legal reviewYou · 12 SepPrepared by your agentRed-flag checklist runDocuments flagged for youMark completeCompleted by you
3Redline summary for the buyerPetr Málek · 15 Sep
Petr Málek was alertedRedline summary for the buyer · due 15 Sep

How it works

Chain the steps, let it trigger, adjust over time.

Set the process once

Lay out the steps, assign each one to a person or a team and set when it is due. Save it as a template the whole team reuses.

New workflow templateSave template
NamePost-contractual obligations
TriggerStarted by a personA deadline approachesStarted by a personA deadline approachesA document is added
StatesAdd state
1Request the certificate from the tenantYou · On start
2Check it against the leaseMarta Kovács · +7 days
3File it and reset the reminderOps team · +9 days

The agent does the legwork

Before a step opens, the agent prepares it: it indexes the documents, runs the checklist, drafts the email. The person checks the work and confirms it.

Request the certificate from the tenantYou · Due 1 Sep
Your agent prepared this step
Read the lease
Checked the certificate on file
Drafted the renewal request
Renewal request · draft

Dear Mr Bauer,

the insurance certificate for the premises expires at the end of September. Under the lease we need the renewed certificate before that date.

Approve and sendSent · step complete

See where it stands

Every run shows the current step, who it is waiting on and what is overdue. When it closes, the record keeps who did what and when.

Lease 4B · insurance certificate renewalCompleted
TemplatePost-contractual obligations
Duration11 days
StartedBy a tracked deadline
Participants3 people
Audit trailExport
Your agent started the workflow from the tracked expiry date.1 Sep, 08:00
Eva Nováková approved and sent the renewal request.1 Sep, 09:14
Marta Kovácsová checked the certificate against the lease.9 Sep, 15:32
Ops team filed the certificate and moved the reminder to 2027.12 Sep, 10:05

See it on your own documents.

Book a demo and we will run it on an example from your work.