DOCUMENT OPS
Review contracts against your clause playbook and propose redlines
An agent compares each incoming contract's clauses against your standard negotiation playbook, identifies where terms deviate from your fallback positions, drafts redline language.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract added to Dropbox folderDropbox
- ActionRead clause playbook positions from CodaCoda
- ActionCompare each clause to playbook and classify deviationOpenAI
- LogicRoute clauses to acceptable, negotiable, or off-limits
- OutputWrite deviation report and redlines to Coda review docCoda
What it does
Applies your organization's own negotiation playbook to incoming contracts instead of generic risk rules. For each clause, the agent compares the counterparty's language to your preferred and fallback positions, classifies it as acceptable, negotiable, or off-limits, and drafts proposed redline language to move it back toward your standard.
When to use it
Use it when you have a documented clause playbook (preferred terms and walk-away lines) and want first-pass review to reflect *your* standards, not a one-size-fits-all checklist. Best for teams that negotiate the same contract types repeatedly and want consistent first drafts.
How it works
- 1A new contract dropped in Dropbox triggers the run.
- 2The agent downloads the document and reads the playbook reference doc from Coda.
- 3It extracts each material clause and compares it against the matching playbook position.
- 4A logic step routes each clause to acceptable, negotiable, or off-limits.
- 5The agent drafts redline language for every deviation and writes a structured deviation report back into the Coda review doc for the negotiator.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect CodaDocs, packs, automations.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.