DOCUMENT OPS
NDA fast-track self-serve approval with Airtable audit log
Detects standard NDAs dropped in Drive, verifies they match your approved template, and either auto-approves and logs them to Airtable or escalates non-standard ones to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerNew NDA in Drive intake folderGoogle Drive
- ActionRead NDA text from DriveGoogle Drive
- ActionClassify standard vs modified with LLMOpenAI
- LogicBranch on standard vs modified
- ActionLog approved standard NDA to AirtableAirtable
- OutputEscalate modified NDA to SlackSlack
What it does
Fast-tracks the highest-volume, lowest-risk contract type. When an NDA lands in the intake folder, the workflow checks it against your approved template and, if it matches, auto-approves and logs it to an Airtable audit trail. Anything non-standard is escalated for human review instead.
When to use it
Use it when your team signs many mutual NDAs and reviewing each one by hand is wasted effort. Ideal for legal ops that want to reserve human attention for genuinely modified agreements while keeping a clean audit record of everything approved.
How it works
- 1A new NDA file in the Google Drive intake folder triggers the run.
- 2The document text is read from Drive.
- 3OpenAI classifies the NDA as standard or modified and lists any deviations from the template.
- 4A logic step branches: standard NDAs proceed to auto-approval, modified ones go to escalation.
- 5Standard NDAs are written to the Airtable audit log marked approved.
- 6Modified NDAs are posted to Slack for a reviewer to handle.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.