DOCUMENT OPS
Flag high-risk clauses in new contracts for legal review in Slack
On each new signed contract in Dropbox, extracts clauses, scores them against a risk rubric, logs everything to the Airtable register.
How it runs
The automated pipeline, trigger to output.
- TriggerNew signed contract added to Dropbox folderDropbox
- ActionExtract clauses and score risk with OpenAIOpenAI
- ActionWrite all clauses with risk scores to AirtableAirtable
- LogicIsolate high-risk clauses
- OutputPost flagged clauses to Slack legal-review channelSlack
What it does
Adds a risk lens to clause extraction. Beyond filing obligations, it grades clauses against a rubric — uncapped liability, unilateral termination, auto-renewal, broad indemnity — and routes the concerning ones to legal before they are forgotten.
When to use it
Use it when contracts are signed faster than legal can review them and you need an automatic second pass that catches the dangerous terms and escalates only those.
How it works
- 1A new file in the Dropbox `/Signed Contracts` folder triggers the run.
- 2The PDF text is extracted and OpenAI returns clauses each scored low, medium, or high risk with a one-line rationale.
- 3Every clause is written to the Airtable register with its risk score.
- 4A logic step isolates clauses scored high risk.
- 5If any exist, a Slack message is posted to the legal-review channel summarizing the contract, the flagged clauses, and a link to the register record; if none, the run ends quietly.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 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.