DOCUMENT OPS
Triage emailed contracts and route high-risk clauses to legal
Monitors a contracts inbox, extracts and risk-scores key clauses from any attached agreement.
How it runs
The automated pipeline, trigger to output.
- TriggerContract attachment hits intake inboxGmail
- ActionExtract key clauses from attachmentOpenAI
- ActionRisk-score clauses against playbookOpenAI
- LogicBranch on unacceptable clause present
- OutputFast-track or escalate to legal in SlackSlack
What it does
It reads contracts arriving as email attachments, extracts the high-stakes clauses (liability, indemnity, termination, IP, auto-renewal), and scores each against your accepted positions. Low-risk agreements get marked for fast-track approval; anything with an unacceptable clause is escalated to legal with the exact offending language.
When to use it
Use it when sales or procurement forwards counterparty contracts to a shared mailbox and legal becomes the bottleneck. It separates the routine 80% from the genuinely risky 20% so reviewers spend time where it matters.
How it works
- 1A new email with a contract attachment arrives in the monitored Gmail inbox and triggers the run.
- 2The attachment text is extracted and the model pulls the key clause set with verbatim quotes.
- 3Each clause is risk-scored against playbook thresholds and an overall verdict is computed.
- 4A logic branch checks whether any clause crossed the unacceptable line.
- 5Clean contracts post a fast-track summary to Slack; risky ones page the legal channel with the flagged clauses and a recommended counter.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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