DOCUMENT OPS
When the master template changes, find every contract now out of sync
Triggers whenever the master contract template is edited in Drive, re-checks all previously signed agreements against the new language.
How it runs
The automated pipeline, trigger to output.
- TriggerMaster template edited in DriveGoogle Drive
- ActionLoad new template and all signed agreementsGoogle Drive
- ActionDiff each agreement against updated clausesOpenAI
- LogicKeep only agreements now out of alignment
- OutputOpen Linear remediation ticket per affected contractLinear
What it does
When legal updates the master template, this workflow figures out which already-signed agreements no longer reflect the new standard. It diffs each historical contract against the revised template and creates a tracked remediation ticket for every one that now needs an amendment or addendum.
When to use it
Use it right after you tighten a clause — say a new data-processing addendum or a revised liability cap — and need to identify the back catalog of live contracts that predate the change and should be renegotiated at renewal.
How it works
- 1An edit to the master template file in Drive triggers the run.
- 2The new template and all signed agreements are loaded from Drive.
- 3An OpenAI model compares each agreement to the updated clauses and identifies gaps introduced by the change.
- 4A logic step keeps only agreements that fall out of alignment with the new language.
- 5For each, a Linear issue is opened with the affected clause, the gap, and the contract reference for remediation tracking.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect LinearIssues, projects, cycles, triage.
- 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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