DOCUMENT OPS
MSA review tied to Salesforce opportunities with Teams approval
When a contract is uploaded against a Salesforce opportunity, extracts the key MSA terms, checks them against the opportunity record, and requests approval in Microsoft Teams.
How it runs
The automated pipeline, trigger to output.
- TriggerContract attached to Salesforce opportunitySalesforce
- ActionRead MSA text and opportunity recordSalesforce
- ActionExtract commercial terms with LLMOpenAI
- LogicCompare terms to opportunity fields, flag mismatch
- OutputRequest approval in Microsoft TeamsMicrosoft Teams
What it does
Connects contract intake to your CRM. When a master service agreement is attached to a Salesforce opportunity, the workflow extracts the commercial terms, cross-checks them against the opportunity's amount and product fields, and flags any mismatch before requesting approval in Microsoft Teams.
When to use it
Use it when contracts must match the deal recorded in Salesforce and you want to catch discrepancies between the signed terms and what the rep entered. Best for revenue and deal-desk teams enforcing alignment between CRM and paper.
How it works
- 1A new contract file attached to a Salesforce opportunity triggers the run.
- 2The MSA text is read and the opportunity record is pulled from Salesforce.
- 3OpenAI extracts contract value, term, and product scope from the document.
- 4A logic step compares extracted terms to the opportunity fields and marks any mismatch.
- 5An approval request with the comparison and mismatch flags is posted to the deal-desk channel in Microsoft Teams.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Microsoft TeamsChannels, chats, 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.
More Document Ops workflows
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
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.