DOCUMENT OPS
Keep the clause playbook library current from approved contracts
On a schedule, scans recently signed contracts, extracts the final negotiated clause language.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly playbook refresh schedule
- ActionPull recently signed contractsGoogle Drive
- ActionExtract final negotiated clause languageOpenAI
- LogicIsolate accepted-but-undocumented positions
- OutputUpdate Confluence playbook with proposalsConfluence
What it does
It periodically reviews contracts your team has signed, extracts the clauses you actually agreed to, and compares them to the documented playbook. When a fallback position keeps getting accepted in practice but isn't written down, it proposes adding it so the playbook stays grounded in reality instead of drifting from how deals really close.
When to use it
Use it when your written playbook has gone stale and reviewers keep approving "exceptions" that have quietly become the norm. It is a maintenance job for legal ops that owns the standard clause library.
How it works
- 1A weekly schedule triggers the run.
- 2Recently signed contracts are pulled from the executed-agreements Drive folder.
- 3The model extracts the final negotiated language for each tracked clause type.
- 4A logic step compares accepted language to the current playbook and isolates positions that are repeatedly accepted but undocumented.
- 5The Confluence playbook page is updated with proposed new fallback positions, citing the source contracts for legal to ratify.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ConfluenceSpaces, pages, blueprints.
- 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.
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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.
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