DOCUMENT OPS
Flag risky contract clauses for legal review and log them in Airtable
Analyzes each signed contract for high-risk clauses like uncapped liability or auto-renewal, posts flagged items to a Slack legal channel for sign-off.
How it runs
The automated pipeline, trigger to output.
- TriggerNew signed contract in DropboxDropbox
- ActionExtract PDF textDropbox
- ActionScore clauses against risk rubric with an LLMOpenAI
- LogicBranch on presence of high-severity findings
- ActionPost high-severity flags to legal Slack channelSlack
- ActionLog all findings to Airtable risk registerAirtable
- OutputReturn flagged clause summary by severity
What it does
Reviews newly signed contracts against a risk rubric, identifies clauses that warrant attention (uncapped liability, unilateral termination, broad indemnity, auto-renewal, exclusivity), assigns a severity, and routes high-severity findings to legal in Slack while logging all findings to an Airtable risk register.
When to use it
Use this when contracts get signed faster than legal can review them and you need a lightweight backstop that surfaces dangerous clauses after the fact and keeps an auditable record.
How it works
- 1A new signed PDF in Dropbox triggers the run.
- 2The PDF text is extracted from the file.
- 3An LLM scores each clause against the risk rubric and returns a list of findings with severity.
- 4A branch checks whether any finding is high severity.
- 5High-severity findings are posted to the legal Slack channel for review.
- 6Every finding, regardless of severity, is written to the Airtable risk register.
- 7A run summary of flagged clause counts by severity is returned.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect AirtableBases, tables, views, automations.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.