DocuSign Signed Contract to Obligation Tracker

Overview

This solution turns signed DocuSign contracts into a tracked obligations calendar in Dataverse. On a daily schedule it scans DocuSign for newly completed envelopes, downloads each signed contract, uses Azure OpenAI to extract key obligations (renewals, expiries, payment milestones), writes them as obligation records with pre-computed renewal-alert dates, and emails the contracts team to review any low-confidence extractions.

Why it matters: missed renewals and obligations cost money. Extracting terms at signing and tracking them - with a human-review gate on uncertain extractions - prevents surprises.

Ships Off (demo). Azure OpenAI is called via the built-in HTTP action; add Azure Document Intelligence OCR for full contract text in production.

Use Case

A finance or operations team wants every signed contract to automatically populate an obligations/renewals tracker, with renewal alerts scheduled ahead of each key date and a review step for anything the AI is unsure about.

Flow Architecture

Environment Variables

Connectors & Connections

Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.

Customization Guide

Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.

Event-driven trigger

Swap the Recurrence for DocuSign CreateHookEnvelopeV3 (envelope-completed) to process contracts the moment they are signed.

Real OCR

Insert an Azure Document Intelligence (Read/Layout) step at the OCR boundary to feed the model full contract text.

Owner routing

Add a lookup/assignment so each obligation is routed to a contract owner.

Calendar push

Add Outlook Create event to drop renewal alerts onto a shared calendar on the alert date.

Clause library

Extend the model prompt to flag non-standard clauses for legal review.

Key Expressions

The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.

formatDateTime(addDays(utcNow(), mul(-1, variables('varLookbackDays'))), 'yyyy-MM-ddTHH:mm:ss')

formatDateTime(addDays(items('Apply_to_each_Obligation')?['date'], mul(-1, variables('varRenewalLeadDays'))), 'yyyy-MM-ddTHH:mm:ssZ')

concat(variables('varOpenAIEndpoint'), '/openai/deployments/', variables('varOpenAIDeployment'), '/chat/completions?api-version=', variables('varOpenAIApiVersion'))

body('Parse_OpenAI_Response')?['choices'][0]?['message']?['content']