The energy contract arrives as a PDF. You know you should put it in the list: supplier, contract number, amount, notice period, end date. You also know it's a five-minute job of squinting at page four, and it's Friday afternoon. So it stays in your mailbox, and eighteen months later it renews itself.
The reminder was never the hard part. Getting the thing into the list was. From today you can drag the PDF in and OwndUp fills the row for you.
It fills in your columns, not its own
There's no fixed "contract template" behind this. OwndUp looks at the columns you made on that list and asks for exactly those fields. If your list has Supplier, Amount per month, Notice period and End date, that's what comes back. A list with Certificate number and Valid until gets those instead.
And because your date column already knows what to do, the row lands with the expiry reminder armed: 30 days before, or whatever you set. Document in, warning scheduled. That's the whole point.
You always land on a normal row
The extraction is a draft, never a decision. You end up in the same editable row you'd get by hand, with the recognised fields pre-filled and labelled from document. Amount looks off? Fix it. Notice period missing from the PDF? Type it in. Nothing is saved before you say so.
That also means the awkward cases have nowhere to go wrong. Scanned crookedly, half in German, a summary page with no dates on it — you get whatever was found and you complete the rest yourself. It's a head start, not an oracle.
Two ways in
- From a list: the Upload PDF with AI button under the table adds a row to the list you're already in.
- From Lists: the same button on the overview page, where you pick the target list first.
PDFs up to 15 MB, on lists you own. Mirrored SharePoint and Excel lists stay read-only, as they should.
Where the document goes, honestly
Reading a PDF means sending it somewhere. We chose Mistral, hosted in the EU (Paris) — deliberately, because a tool that watches European contracts shouldn't route them through an American cloud.
OwndUp itself stores no files: the PDF is read in memory and thrown away, only the fields you approve stay behind. Mistral keeps it briefly (30 days) for their own operational purposes and does not train on it. It's all written out on our subprocessors page, including who else touches your data.
And if your organisation would rather not use AI at all, an admin can switch it off tenant-wide under Team. The button disappears for everyone and no document leaves the building. It's on by default — off is one click away.
Which plans
The document reader is part of Business and Continuity. Everything else about the reminder stays exactly as it was, in every plan.
Nothing expires. Nothing slips. And now it takes ten seconds to get in.