DOCUMENT OPS
Email counsel when a contract contains high-risk clauses
Scans contracts arriving in Dropbox, extracts and scores clauses with AI, and only emails the legal owner via Gmail when at least one clause crosses a defined risk threshold.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract file in Dropbox review folderDropbox
- ActionDownload and extract contract textDropbox
- ActionScore clauses and draft suggested redlinesOpenAI
- LogicContinue only if a clause exceeds risk threshold
- OutputEmail risk summary to assigned counselGmail
What it does
Gives in-house counsel a noise-free alert channel. Every new contract is parsed and its clauses scored, but the reviewer is only emailed when something genuinely needs eyes — an uncapped liability, a one-sided indemnity, an aggressive auto-renewal. Routine, clean agreements pass silently.
When to use it
Use it when a single lawyer or contract manager is the bottleneck and you want to protect their attention. It replaces "forward me everything" with "forward me only what's risky," including a plain-English reason for each flag.
How it works
- 1A new contract file in the Dropbox review folder triggers the run.
- 2The document text is downloaded and extracted.
- 3OpenAI identifies clauses and assigns each a risk score with a short justification and a suggested redline.
- 4A logic step filters out contracts where every clause is low risk.
- 5For contracts that clear the threshold, a Gmail message goes to the assigned reviewer summarizing each high-risk clause, the rationale, and a link back to the source file.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 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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