DOCUMENT OPS
Send a weekly clause-drift digest across the active contract portfolio
On a weekly schedule it scans all contracts processed that week, aggregates deviation patterns by clause type.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery last seven days of drift reportsNotion
- LogicAggregate deviations by clause type and risk
- ActionWrite trend digest with template-fix suggestionsOpenAI
- OutputEmail digest to legal leadershipGmail
What it does
Instead of reacting to one contract at a time, this rolls up a week of drift activity into a single executive view. It groups deviations by clause type across every agreement reviewed, spots which sections counterparties keep pushing back on, and turns that into a digest legal leadership can act on at the template level.
When to use it
Use it when you want to fix the source of drift, not just police it — for example noticing that the indemnity clause was renegotiated in eleven of twelve deals this week, which signals the template itself needs updating.
How it works
- 1A weekly schedule kicks off the run.
- 2All drift reports from the past seven days are queried from the Notion database.
- 3Deviations are aggregated by clause type and risk level into a frequency table.
- 4The model writes a narrative digest calling out the top recurring deviations and a suggested template change for each.
- 5The digest is emailed to the legal leadership distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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 this workflow in your colony.
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