DOCUMENT OPS
Re-sweep active contracts when the approved template changes
When an approved template is edited in the Drive library, it re-compares every live contract of that type against the new baseline and opens Asana tasks for any agreement that no…
How it runs
The automated pipeline, trigger to output.
- TriggerApproved template edited in Drive libraryGoogle Drive
- ActionList active contracts of the same agreement typeGoogle Drive
- ActionRe-compare each contract to the new baselineOpenAI
- LogicKeep contracts with material non-conformance
- OutputOpen remediation tasks in AsanaAsana
What it does
Templates change — a new privacy clause, a revised liability cap — and that instantly makes already-signed contracts stale against the new standard. This workflow detects a template edit and re-audits the active portfolio of that agreement type against the new baseline, creating remediation tasks for contracts that fall out of line.
When to use it
Use it after legal updates a master template and needs to know which in-force agreements should be amended or renegotiated at renewal to match the new policy, rather than discovering the gap years later.
How it works
- 1An approved template file is modified in the Drive library, triggering the run.
- 2The agreement type is read from the template, and all active contracts of that type are listed from the portfolio folder.
- 3Each contract is re-compared against the updated template to find clauses that no longer conform.
- 4A logic branch keeps only contracts with material non-conformance.
- 5An Asana task is opened per affected contract with the gap details and a remediation owner.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 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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