DOCUMENT OPS
Counterparty Markup Tracker: Log Liability Clause Edits from Dropbox to Notion
When a counterparty drops a revised contract into a Dropbox folder, it diffs against your last sent version and logs every changed liability or indemnity clause as a row…
How it runs
The automated pipeline, trigger to output.
- TriggerRevised contract dropped in Dropbox folderDropbox
- ActionFetch incoming draft and last sent versionDropbox
- ActionDiff and classify clause changes by type and favorabilityOpenAI
- LogicKeep only indemnity, liability, and termination edits
- OutputAppend each clause change to Notion negotiation trackerNotion
What it does
Monitors a Dropbox folder where counterparties return marked-up contracts, compares the incoming draft against the last version your side sent, and records each material change to liability, indemnity, or termination clauses as a structured entry in a Notion database. It turns scattered email attachments into an auditable clause-by-clause negotiation history.
When to use it
Use it when you exchange drafts with outside counsel or vendors over Dropbox and want a single tracker showing how each risk clause evolved across rounds. Good for teams that need a defensible record of who changed what and when, without maintaining it by hand.
How it works
- 1A revised contract file appears in the watched Dropbox folder, triggering the run.
- 2The workflow pulls the incoming draft and your previously sent version from Dropbox.
- 3An OpenAI step computes a clause-level diff and classifies each change by clause type and direction (more or less favorable).
- 4A logic step filters to only indemnity, liability, and termination changes.
- 5Each qualifying change is written as a new row in the Notion negotiation tracker with clause name, old text, new text, and round number.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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 this workflow in your colony.
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