DOCUMENT OPS
Contract Intake from Drive to Clause Extraction and Slack Review
Watches a Google Drive intake folder for new contracts, extracts the key clauses with AI, and posts a structured summary to a Slack review channel for legal sign-off.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file added to Drive intake folderGoogle Drive
- ActionRead contract document contentGoogle Drive
- ActionExtract key clauses with AIOpenAI
- LogicTag routine vs needs-attention
- OutputPost clause summary to Slack review channelSlack
What it does
Turns a shared Google Drive folder into a contract intake queue. Every new agreement dropped in is parsed, its material clauses are pulled out by an LLM, and a clean summary lands in a Slack channel where legal can approve or flag it — no more PDFs sitting unread in someone's inbox.
When to use it
Use when sales, vendors, or partners send contracts as files and your legal or ops team needs a fast, consistent first read before signature. Ideal for teams without a dedicated CLM but who still need every contract triaged the same way.
How it works
- 1A new file landing in the watched Google Drive folder triggers the run.
- 2The document content is read from Drive.
- 3OpenAI extracts the core clauses — term length, auto-renewal, liability cap, termination, and governing law — into a structured summary.
- 4A logic step checks for missing or unusual clauses and tags the contract as routine or needs-attention.
- 5The summary, tag, and a link back to the source file are posted to the Slack legal-review channel with approve/flag context.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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
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.
Flag redline deviations when a contract lands in Drive
Watches a Google Drive folder for incoming counterparty contracts, diffs each clause against your approved template library.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
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.
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.