DOCUMENT OPS
Triage counterparty redlines arriving by email against the template
Catches inbound emails carrying a redlined contract draft, extracts the proposed changes, compares them to the approved template.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound email with redlined contract arrivesGmail
- ActionExtract redline and load approved template from DriveGoogle Drive
- ActionTier each proposed change by acceptabilityOpenAI
- LogicSplit routine edits from policy violations
- OutputDraft risk-tiered reply with legal escalation noteGmail
What it does
When a counterparty emails back a marked-up draft, this workflow reads the attachment, isolates their proposed clause changes, and weighs each against the approved template. It returns a risk-tiered breakdown — accept, negotiate, or reject — and prepares an escalation for anything outside policy, so deal owners get an instant read before responding.
When to use it
Use it in active negotiations where redlines flow in by email and a non-lawyer deal owner needs to know quickly which edits are routine and which require legal sign-off, without waiting in the review queue.
How it works
- 1An incoming email with a contract attachment triggers the run.
- 2The redlined draft is extracted and the approved template is pulled from Drive.
- 3An OpenAI model maps each proposed change to a clause and tiers it by acceptability.
- 4A logic step splits routine edits from policy-violating ones.
- 5A summary reply is drafted back to the deal owner via Gmail, and a legal escalation note is appended for any rejected clauses.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect Google DriveDocs, sheets, slides, files.
- 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 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.
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