DOCUMENT OPS
Quarterly clause-drift audit across the whole contract portfolio
On a schedule, sweeps every executed agreement in a Drive folder, scores each against the current standard template.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionList all executed agreements and load template from DriveGoogle Drive
- ActionScore each agreement's clause driftOpenAI
- LogicRank by drift score and flag over threshold
- OutputWrite ranked drift dashboard to CodaCoda
What it does
This workflow runs a periodic portfolio-wide audit. It enumerates all executed agreements in a Drive folder, compares each against the current standard template, assigns a drift score, and compiles a ranked table in Coda. The result is a living dashboard of how far the signed book of business has drifted from approved language.
When to use it
Use it for quarterly compliance reviews, board prep, or before a renewal cycle when leadership needs a single view of nonstandard terms across hundreds of agreements — not a one-off check on a single document.
How it works
- 1A schedule (e.g. first of the quarter) starts the audit.
- 2All executed agreements are listed from the Drive folder and the current template is loaded.
- 3For each agreement, an OpenAI model compares clauses and emits a drift score plus the top deviating sections.
- 4A logic step sorts and ranks results, flagging anything above the drift threshold.
- 5The ranked findings are written as a refreshed dashboard table in Coda for leadership review.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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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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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