DOCUMENT OPS
Draft counter-language for off-standard clauses from emailed contracts
When a contract arrives as a Gmail attachment, it diffs each clause against the standard library and drafts suggested counter-language for deviations.
How it runs
The automated pipeline, trigger to output.
- TriggerContract arrives as Gmail attachmentGmail
- ActionParse attachment and segment clauses
- ActionDiff clauses and draft counter-languageOpenAI
- LogicSkip on-standard clauses
- OutputEmail negotiation memo to deal ownerGmail
What it does
This workflow handles contracts that show up in the inbox. It pulls the attachment, compares each clause to your approved language, and for every deviation drafts proposed counter-language that pulls the term back toward the standard. The result is a ready-to-send negotiation memo.
When to use it
Use it when counterparties email redlines and your team wants a head start on the response rather than a bare list of problems. It is most useful for deal owners who negotiate directly and need defensible fallback wording fast.
How it works
- 1An inbound Gmail message with a contract attachment triggers the run.
- 2The attachment is parsed and segmented into clauses.
- 3OpenAI diffs each clause against the standard clause library and drafts counter-language for any deviation.
- 4A logic step skips clauses already on-standard so the memo stays focused.
- 5The compiled memo, with proposed wording per clause, is emailed back to the deal owner.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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