DOCUMENT OPS
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
How it runs
The automated pipeline, trigger to output.
- TriggerManually run on a selected contract
- ActionRead contract and load approved templates from DriveGoogle Drive
- ActionResearch precedent and acceptable ranges per deviationExa
- ActionDraft negotiation brief with counter-positionsNotion
- OutputPost ready brief link to deal channelSlack
What it does
For a specified contract, an agent compares every clause to your approved template library, identifies each deviation, and reasons about how to respond. It assembles a negotiation brief in Notion that, per flagged clause, states what the counterparty changed, why it matters, a recommended counter-position, and acceptable fallback language. The deal team walks into the call with a position sheet instead of a blank document.
When to use it
Use it when a deviation alert is not enough and you need actual guidance on how to push back. Best for negotiators handling non-standard deals who want consistent, template-aligned positions without waiting on outside counsel for first-pass strategy.
How it works
- 1The run is triggered manually on a chosen contract file.
- 2The agent reads the contract from Drive and loads the matching approved templates.
- 3It diffs clauses, then for each material deviation researches precedent and acceptable ranges using your playbook and web context.
- 4It drafts a counter-position and fallback wording per clause.
- 5The assembled negotiation brief is written to Notion and a ready link is posted to the deal channel in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect NotionPages, databases, comments.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect ExaNeural search across the web.
- 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.
More Document Ops workflows
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.
Gate contract signing on clause-deviation approval
When a contract is submitted for signature via webhook, diffs its clauses against approved templates and either auto-approves clean documents or holds them in Slack for explicit…
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Log contract clause deviations to a Notion review register
On a daily schedule, scans a Drive contracts folder, diffs clauses against approved templates with OpenAI.
Weekly audit of clause drift across the contract repository
Each week, scans all executed contracts in Drive, measures how far each clause has drifted from approved templates.
Deal-Room Intake Checklist from Google Drive Signed Folder
Audits each signed document dropped into a Google Drive folder against a Notion required-documents checklist for that deal, marks items received.
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.