DOCUMENT OPS
Audit a Contract Portfolio for Template Drift
On demand, batch-diffs an entire folder of executed contracts against the current approved template, aggregates which clauses drift most often.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run against selected contract folder
- ActionList all contracts in the folderGoogle Drive
- ActionDiff each contract's clauses into structured deviation recordsOpenAI
- LogicAggregate deviations by clause for drift frequency
- OutputWrite portfolio deviation table to warehouseSnowflake
What it does
Runs across an entire library of executed or in-flight contracts and measures how far each one has drifted from the current approved template. Instead of per-document alerts, it aggregates deviations across the whole portfolio so you can see which clauses get negotiated away most often, then lands a structured deviation table in your warehouse for dashboards and trend analysis.
When to use it
Use it for quarterly legal-ops reviews or before updating your standard template, when you need evidence of which clauses keep getting redlined across deals.
How it works
- 1A manual run is started against the chosen contract folder.
- 2Drive returns every contract in the folder.
- 3OpenAI diffs each contract's clauses against the approved template and emits structured deviation records.
- 4A logic step rolls the records up by clause to compute drift frequency and average severity.
- 5The aggregated deviation table is written to Snowflake for BI reporting.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SnowflakeWarehouses, queries, shares.
- 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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