DOCUMENT OPS
Paralegal Agent NDA Intake Summary
An agent reads each incoming NDA, drafts a paralegal-style review memo covering parties, obligations, and concerns, and publishes it to Confluence while alerting the assigned…
How it runs
The automated pipeline, trigger to output.
- TriggerNew NDA email in intake mailboxGmail
- ActionAgent reads full contract textGmail
- ActionDraft paralegal-style intake memo
- LogicRoute memo to space by matter type
- ActionPublish memo to ConfluenceConfluence
- OutputNotify reviewer in Microsoft TeamsMicrosoft Teams
What it does
Acts as a virtual paralegal: it ingests each incoming NDA, reasons over the full document to draft a structured intake memo (parties, purpose, key obligations, unusual terms, and recommended next steps), publishes the memo to your legal Confluence space, and pings the assigned reviewer in Teams with a link. The reviewer opens a written brief instead of a raw contract.
When to use it
Use it when you want more than field extraction — a narrative first-pass analysis a lawyer can skim before deciding how much attention an NDA needs. Best where the legal team already lives in Confluence and Teams.
How it works
- 1A new NDA email arrives in the intake mailbox.
- 2The agent reads the full contract text from the email or attachment.
- 3It analyzes the document and drafts a paralegal-style intake memo with obligations and concerns.
- 4A logic step routes the memo to the right Confluence space based on the matter type.
- 5The memo is published as a Confluence page.
- 6The assigned reviewer is notified in Microsoft Teams with a direct link to the memo.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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.
More Document Ops workflows
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
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.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
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.