DOCUMENT OPS
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…
How it runs
The automated pipeline, trigger to output.
- TriggerSigning system webhook: contract ready to sendHTTP webhook
- ActionRead contract from Drive and split into clausesGoogle Drive
- ActionDiff clauses vs approved template, flag deviationsOpenAI
- LogicAuto-approve if clean, else hold for sign-off
- OutputPost approval request with flagged clauses to SlackSlack
What it does
Acts as a pre-signature checkpoint. When your CLM or e-signature tool fires a webhook that a contract is ready to send, this workflow diffs the document's clauses against approved templates. If nothing material deviates, it signals approved and the document proceeds. If a clause was changed, it blocks the send and posts an approval request to Slack with the flagged language, requiring a human decision before signing continues.
When to use it
Use it when an unreviewed deviation reaching signature is a real compliance risk and you want a hard gate rather than an after-the-fact alert. Best for regulated or high-value contracting where every off-template clause must be consciously approved.
How it works
- 1A webhook from your signing system triggers the run with the contract reference.
- 2The document is read from Drive and split into clauses.
- 3An OpenAI step diffs each clause against the approved template and flags material deviations.
- 4A logic branch decides: no deviations means return an approved signal to the caller; deviations mean hold and request review.
- 5Held contracts post an approval request with flagged clauses to Slack for explicit legal sign-off before signing resumes.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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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.
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