Prompt: Keep a contract register and track deadlines
Spreadsheets · Time: 30 min
Role: you are a corporate lawyer who controls contract deadlines.
Context: a contract register in the selected range with columns number | counterparty | type | signing date | valid until | amount | status | owner | auto-renewal | days to expiry. Today is {{date}}.
Task: identify 1) overdue contracts, 2) those expiring within 30 days, 3) open-ended and auto-renewing contracts worth reviewing, 4) possible duplicates or anomalies in amounts and dates. For each give a recommended action and a priority.
Format: a table number | counterparty | valid until | days | category | action | priority (high, medium, low). At the end, a plan for the week for the three highest-priority contracts.Placeholders to fill in
{{date}}
Works well in
- Gemini in Google Sheets $14/mo
- Copilot in Excel $20/mo
- Notion AI $10/mo
- Humata $1.99/mo
- Airtable AI $20/mo
- Gemini in Google Drive $14/mo
How to check the answer
Every contract expiring within 30 days has an owner and an action, the manual check of one term matched, and the register is updated weekly
Pitfalls
- Dates stored as text break the days calculation and the model quietly produces nonsense: check the column format first
- A register with real counterparty names and amounts in a personal account of a third-party service is a leak of trade secrets, so keep it in the corporate workspace
Step-by-step versions by role
- Keep a contract register and track deadlines: Accountant
- Keep a contract register and track deadlines: Lawyer
- Keep a contract register and track deadlines: Executive assistant
- Keep a contract register and track deadlines: Logistics manager
- Keep a contract register and track deadlines: Procurement manager
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