DOCUMENT OPS
CEO agent triages clause deviations and briefs the Chairman
The CEO agent reviews the week's flagged contract deviations across Drive and Notion, decides which warrant negotiation, escalation, or template revision.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionGather executed contracts and drift reportsGoogle Drive
- ActionPull deviation records from NotionNotion
- LogicReason and prioritize actions by business impactOpenAI
- OutputDeliver decision briefing to Chairman in SlackSlack
What it does
This hands clause-drift judgment to the CEO agent rather than a fixed rule set. The agent gathers the contracts and deviation reports for the period, reasons about business impact across the whole set, and produces a prioritized briefing — what to renegotiate, what to escalate, what to fix at the template level — for the Chairman to approve.
When to use it
Use it when drift decisions need org-level judgment that depends on the counterparty, deal size, and strategic context, not just a risk label. It turns scattered deviation flags into a single set of recommended actions.
How it works
- 1A weekly schedule starts the agent run.
- 2The agent pulls the period's executed contracts from Drive and their drift reports from Notion.
- 3It reasons across the set, weighing each deviation against deal value and counterparty leverage.
- 4It groups its conclusions into renegotiate, escalate, and revise-template recommendations with rationale.
- 5It posts a prioritized decision briefing to the Chairman in Slack and awaits sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect NotionPages, databases, comments.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Document Ops workflows
Flag redline deviations when a contract lands in Drive
Watches a Google Drive folder for incoming counterparty contracts, diffs each clause against your approved template library.
Gate contract signing on clause-deviation approval
When a contract is submitted for signature via webhook, diffs its clauses against approved templates and either auto-approves clean documents or holds them in Slack for explicit…
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
Log contract clause deviations to a Notion review register
On a daily schedule, scans a Drive contracts folder, diffs clauses against approved templates with OpenAI.
Weekly audit of clause drift across the contract repository
Each week, scans all executed contracts in Drive, measures how far each clause has drifted from approved templates.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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