DOCUMENT OPS
Vendor NDA Review and Approval Autopilot
An agent that reviews inbound vendor NDAs end to end — checking them against your playbook, drafting fallback language for non-compliant terms.
How it runs
The automated pipeline, trigger to output.
- TriggerVendor submits NDA via webhookHTTP webhook
- ActionReview NDA clauses against playbookOpenAI
- ActionDraft fallback language for non-compliant termsOpenAI
- LogicDecide approve vs propose redlines
- OutputRoute recommendation to owner in TeamsMicrosoft Teams
What it does
Handles routine vendor NDAs the way a junior contracts attorney would. The agent reads each NDA, checks it clause by clause against your approved playbook, and for any term that falls outside policy it drafts the standard fallback language. Compliant NDAs are recommended for approval; the rest come with a marked-up proposal.
When to use it
Use when low-stakes, high-volume NDAs eat your legal team's time. The agent does the first-pass review and drafting so a human only confirms, turning a 30-minute task into a one-click decision.
How it works
- 1A webhook fires when a vendor submits an NDA through your intake form.
- 2The agent reads the NDA and runs each clause against the approved playbook.
- 3For out-of-policy terms, the agent drafts fallback language from your clause library.
- 4A logic step decides: clean NDA recommends approval, edited NDA proposes redlines.
- 5The agent posts its recommendation, reasoning, and any drafted edits to the contract owner in Microsoft Teams for a final yes or no.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 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
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.