--- sourceDocument: Australia Employee Service Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/employee-service-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Employee Service Management ft:clusterId : - emplsm bundleId : - emplsm workflow : - Employee --- # Agentic workflows # Agentic workflows Contract Management Pro {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Agentic workflows Contract Management Pro Agentic workflows in Contract Management Pro enable ServiceNow customers to automate the extraction of metadata and obligations from signed contracts and manage contract lifecycle events such as renewals and terminations. These workflows improve contract management efficiency by leveraging AI agents to analyze contract content and set reminders, ensuring timely contract actions. Show full answer Show less ## Key Features * **Manage contract repository workflow:** Automatically extracts key metadata and obligations from signed contracts, calculates reminder dates by analyzing contract terms like end date, auto-renewal clauses, and notice periods. It uses a playbook interface where users can review and approve the extracted data before updating the contract repository and creating obligation tasks. * **Conversational contract search and insights:** Provides natural language, dialogue-driven search capabilities across contract metadata and document content, enabling quick retrieval of relevant contract information and summarization. This feature supports combined searches but does not support scanned PDFs and is limited to contracts stored in internal ServiceNow storage. * **AI Agent Integration:** Agentic workflows utilize AI agents such as the Contract repository AI agent to perform metadata extraction and reminder calculations. These agents can be powered by various AI providers including Now LLM Service, Azure OpenAI, Google Gemini, or Anthropic Claude. ## Practical Considerations * Agentic workflows are triggered from the ServiceNow Otto panel and are not supported in the Virtual Agent panel. * By default, agentic workflows and AI agent records are read-only; to customize, users must duplicate and then modify them, ensuring all related instructions and scripts are updated accordingly. * Multiple AI agents may be installed on an instance, but only those configured within agentic workflows will be active. Customers can view available AI agents and configure preferences via AI Control Tower and AI Admin Hub. ## Key Outcomes * Streamlines contract metadata extraction and obligation tracking, reducing manual effort and errors. * Enables proactive contract management through automated reminders for renewals and terminations based on contract terms. * Improves contract searchability and insight generation with conversational AI-driven queries. * Offers flexibility in AI model providers and configuration controls to tailor AI capabilities to organizational needs. Use agentic workflows in Contract Management Pro to extract metadata and obligations from signed contracts, and set reminders for contract renewals or termination. The following agentic workflows are available for contract management: Manage contract repository : Extracts metadata and obligations from signed contracts, calculates reminder dates based on contract terms, and enables users to review and approve extracted information through a playbook interface before updating the contract repository.For more information on activating the skill, see [Configure AI capabilities](https://www.servicenow.com/docs/hRqeqjrlcAbeR7svNHTmNQ "As an AI administrator, configure ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI capabilities while working on contract documents or search the contracts for information from the ServiceNow Otto panel."). For more information on how to use the skill, see [Extract contract metadata](https://www.servicenow.com/docs/NnYr0ufDlwl2VcR9BHH1oQ "As a contract fulfiller, use ServiceNow Otto for Contract Management Pro to extract metadata from a signed contract and add the information to the mapped fields in the contract repository.") and [Create obligation tasks](https://www.servicenow.com/docs/2Bq30FtY6oLRZE3po1PMJQ#cncore-create-obligations-landing "Create obligation records for signed contracts to fulfill the responsibilities specified in the contract. You can create obligations by using AI to automatically extract obligations from contract or manually create them."). Conversational contract search and insights : Queries contract documents with conversational search using natural language and dialogue-driven queries, making it easier to find relevant information. Conversational search enables queries based on: * Contract metadata * Content available in the contract document * Combined search across metadata and contract document * Summarization and Q\&A on contract documents {#cmpro-agentic-workflows__ul_plf_14j_hhc} Limitations: * No support for search within scanned PDF documents * Search functionality is limited to contracts stored in internal storage only {#cmpro-agentic-workflows__ul_bg2_wnh_lhc} For more information on activating the skill, see [Configure AI capabilities](https://www.servicenow.com/docs/hRqeqjrlcAbeR7svNHTmNQ "As an AI administrator, configure ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI capabilities while working on contract documents or search the contracts for information from the ServiceNow Otto panel."). {#cmpro-agentic-workflows__table_dxr_mb1_v2c__entry__3} | Agentic workflow name | Description | Available AI agents | |-|-|-| | Manage contract repository | Uses an AI agent to extract key metadata and obligations from a signed contract, and calculate the contract reminder date by analyzing the contract end date, auto-renewal clause, and notice period for contract renewal or termination. The playbook in the contract record enables users to review AI extracted metadata and obligations to update the contract repository with extracted metadata, and create obligation records, respectively. Users can also set reminders for contract renewal or termination. Note: The agentic workflow is triggered in the ServiceNow Otto panel. It is not supported in the Virtual Agent panel. | Contract repository AI agent | [Table 1. Available agentic workflows for the Contract Management Pro AI agent collection] {#cmpro-agentic-workflows__table_dxr_mb1_v2c} Important: By default, all agentic workflows and AI agent records are read only. To modify an agentic workflow, you must first duplicate it, and then update it. For more information, see: * [Duplicate an agentic workflow](https://www.servicenow.com/docs/access?context=clone-aia-usecase&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) * [Create an agentic workflow](https://www.servicenow.com/docs/access?context=configure-use-case-ai-agents&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) * [Modify an agentic workflow](https://www.servicenow.com/docs/access?context=modify-aia-use-case&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) {#cmpro-agentic-workflows__ul_zxl_pyj_1fc} Note: When you modify an agentic workflow, AI agents, or tools, make sure that you update all instructions accordingly. If you have customized the manage contract repository agentic workflow, [update the script include to run it autonomously.](https://www.servicenow.com/docs/Gkhpc~dHmI0cIZi0pq71Aw "Update the ContractsAIAgentsHelper script include to add the sys_id of a customized Manage contract repository agentic workflow to run the agentic workflow autonomously.") There might be AI agents installed on your instance that are not used in agentic workflows. To learn how to see all agents that are available to you, see [Find AI agents](https://www.servicenow.com/docs/access?context=find-ai-agents&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). You can use Now LLM Service, Azure OpenAI, Google Gemini or Anthropic Claude as the AI model provider for all generative AI skills and AI agents. Use the Configuration Controls in [AI Control Tower](https://www.servicenow.com/docs/access?context=ai-model-providers&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US) to define which options are available, then set the skill-level preferences in the [AI Admin Hub console](https://www.servicenow.com/docs/access?context=manage-large-language-models&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US). For more information, see [Large language models on the ServiceNow AI Platform®](https://www.servicenow.com/docs/access?context=exploring-large-language-models&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).