Agiloft Summit 2023 has concluded. Thanks to all of our attendees, sponsors, and speakers for a fantastic event.

Agiloft UniversityLIVE

A full day of hands-on training to make the most out of the Agiloft platform.

See the Courses

Get More Out of Agiloft

Join us on January 24, 2023, for Agiloft UniversityLIVE, where you can level up your Agiloft configuration and utilization skills! Whether you are new to Agiloft’s no-code platform or have spent time working within Agiloft’s limitless configuration potential, you will find something to enhance your skills. Sessions are run by experienced Agiloft configuration experts and span a wide range of topics, from basic template creation on our robust Contract Assistant for Word to security and keeping your data safe. With the ability to move between the Introductory and Advanced Tracks on a session-by-session basis , you can curate a day of learning that fits your organization’s needs.

Why Attend Agiloft UniversityLIVE?

Learn to configure your system to streamline operations, increase revenue, and reduce risk.

Maximize Agiloft ROI by learning how to enhance usability, automate reporting, and expand user adoption.

Improve security and compliance with tutorials on advanced permissions, secure notifications, and other critical security features.

Available Courses and Sessions

Intro Courses

  • How to automate and empower your workflow, team, and organization with Agiloft
  • How to create advanced saved searches, table views, graphical elements, and other features to boost productivity and track key metrics
  • Best practices on efficiently implementing CLM within your organization

Advanced Courses

  • How to adapt your Agiloft system as your organization's needs change
  • How to streamline the user interface and ensure users have the tools they need at their fingertips
  • How to utilize advanced configurations to tighten security, reduce risk, and ensure compliance with your Agiloft system

1-on-1 Coaching Sessions

Sit down with Agiloft project and product managers and dig deep to refine your understanding of your Agiloft instance and hone best practices.


Level Up Your Agiloft Skills. Get a full day of hands-on training with our award-winning implementation team. Move between Intro and Advanced level courses as you wish.

9 - 10 a.m.

Back to the Basics: Agiloft Admin Bootcamp

You have to walk in order to run. In this beginner-friendly course, you will learn about being an Agiloft Admin and the abilities of the Admin role.


Don't Stop Believin': The CLM Program Journey

The journey to CLM success is paved with challenges, pitfalls, and unexpected detours. The best guide to reaching your destination is a CLM program. Management processes, clear objectives, and good decision making structures all contribute to form a successful program around your CLM initiatives.


10 - 11 a.m.

New and Now: Agiloft AI and Your Future CLM

Get a firsthand look at the Agiloft Winter 2022-23 Release and learn how the infusion of artificial intelligence enhances content discoverability, efficiently creates new contract records, and streamlines review and negotiation work.


Level Up With Agiloft’s Advanced Admin Training

This course is designed for current Agiloft Admin users who want to step up their CLM game to the next level. You’ll learn about advanced Admin features, connect with other Admin users, and have the opportunity to pick the brains of our platform experts.


11 a.m. - 12 p.m.

The CLM Journey: Implementing Success at Your Organization

Join this guided tour of a successful CLM implementation including how to streamline workflows and automate critical processes, integrate existing processes into your new system, and manage the project timeline. You’ll also get a primer on encouraging system adoption as well as how to approach new Agiloft projects.


Work Where You Want with Agiloft Contract Assistant

Learn how to manage contracts in your favorite Microsoft apps with the Agiloft Contract Assistant. In this course you will learn to reduce approval cycle times, quickly analyze contracts, and improve negotiations with the Agiloft Contract Assistant for both Microsoft Word and Outlook.


1 - 2 p.m.

Power Up to Become an Effective Power User

Assigned Power Users work directly in the staff or power interface of the system. In this course, you will learn about the authorities granted to Power Users and how you can be the most effective Power User, including basic configuration changes to improve your regular tasks in Agiloft.


Critical Connections: The Power of the Agiloft Integration Hub

In Agiloft’s Integration Hub, powered by Workato, users have access to more than 400 “Community Connectors”—pre-built connections to enterprise systems like Slack, Teams, and Workday— with more being created by the day. Learn more about Community Connectors, Community Recipes, and the Automation Institution in this course.


2 -3 p.m.

Bring Your Data to Life with Dashboards and Reports

Learn to create Agiloft charts, reports, and dashboards with filters, numeric widgets, drill downs, and other customizations that help you monitor, quantify, and boost productivity.


The Juggling Act: How to Manage Multiple Environments

Managing multiple environments can be a juggling act. In this course, you will learn the best practices for multi-environment management and what you need to know to be successful.


3 - 4 p.m.

Covering Your Bases with Obligation and Task Management

Once contracts are signed in contract management systems, obligations come into effect. They have deadlines that arise during the lifecycle of the contract. In this course you will learn to manage contract responsibilities, a key task for every stakeholder who uses contract management systems.


Diving into the End User Interface

Learn how to add new functions and tables to your EUI, customized based on user roles, and how to add other improvements to increase usability and user adoption.