DOCUMENT OPS
Pre-signature redline gate that blocks out-of-policy clauses
Triggered by a webhook from the e-signature step, it checks a draft contract against the approved template and the clause policy library.
How it runs
The automated pipeline, trigger to output.
- TriggerSigning platform submits draft for reviewHTTP webhook
- ActionFetch draft and matching approved templateGoogle Drive
- ActionCheck clauses against the policy libraryOpenAI
- LogicBranch on hard-stop violations: approve or block
- OutputReturn verdict to signing platformHTTP webhook
What it does
This runs before ink hits paper. When a draft is submitted for signature, the workflow compares it to the approved template and a library of non-negotiable clause rules, then returns a pass or fail verdict to the signing system so out-of-policy drafts are stopped before they become binding.
When to use it
Use it when the cheapest place to catch a bad clause is before signature, not after. It is the enforcement gate that keeps unapproved liability, auto-renewal, or jurisdiction language from ever reaching a counterparty's signature.
How it works
- 1The signing platform sends a webhook with the draft contract reference, triggering the run.
- 2The draft text is pulled from Drive and matched to its approved template.
- 3The model compares clauses against the policy library and flags any hard-stop violations.
- 4A logic branch decides: clean drafts return an approve verdict; any hard-stop violation returns a block verdict with reasons.
- 5The verdict and violation list are posted back to the signing system via webhook to gate the route-for-signature step.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.
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