DOCUMENT OPS
Closed-Won Contract Completeness Gate on Salesforce
When an opportunity is marked Closed Won in Salesforce, pulls its executed contract from Dropbox and confirms all required exhibits and signatures are present before allowing…
How it runs
The automated pipeline, trigger to output.
- TriggerOpportunity marked Closed Won in SalesforceSalesforce
- ActionFetch executed contract from DropboxDropbox
- ActionVerify exhibits, initials, and signaturesOpenAI
- LogicPacket complete?
- OutputWrite result to Salesforce and DM owner if incompleteSlack
What it does
Triggers the moment an opportunity flips to Closed Won in Salesforce. It locates the deal's executed contract in Dropbox, verifies the complete exhibit set, initials, and signatures, and writes the result back to the opportunity. If the packet is incomplete it raises a blocking flag and direct-messages the deal owner so a deal is never recorded as done with paperwork still outstanding.
When to use it
Use it when Closed Won in your CRM is supposed to mean the contract is fully executed and filed, but reps sometimes flip the stage before exhibits or signatures are in. This enforces document completeness at the exact moment the deal closes.
How it works
- 1An opportunity reaching Closed Won in Salesforce triggers the run.
- 2The flow fetches the linked executed contract from Dropbox.
- 3The contract is verified for all required exhibits, initials, and signatures via OpenAI.
- 4A branch checks completeness.
- 5The result is written to the Salesforce opportunity, and incomplete packets trigger a blocking flag plus a Slack DM to the owner.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect DropboxFiles and folders.
- 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.
More Document Ops workflows
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.
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…
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
Log contract clause deviations to a Notion review register
On a daily schedule, scans a Drive contracts folder, diffs clauses against approved templates with OpenAI.
Weekly audit of clause drift across the contract repository
Each week, scans all executed contracts in Drive, measures how far each clause has drifted from approved templates.
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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