DOCUMENT OPS
Dropbox Inbound Redline to Clause-Comparison Matrix in Coda
When a counterparty drops a redlined contract into a Dropbox folder, this extracts each changed clause, compares it against your standard language.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract file added to Dropbox inbound folderDropbox
- ActionDownload file and extract document textDropbox
- ActionSegment clauses and pair against standard libraryOpenAI
- LogicKeep changed clauses only and score risk
- OutputWrite clause-comparison matrix rows to CodaCoda
What it does
Watches a Dropbox intake folder for inbound redlined contracts. For each new file, it pulls the document text, isolates the clauses that differ from your playbook standard, and produces a structured comparison: standard language, counterparty language, what changed, and a risk flag (low/medium/high). The result lands as rows in a Coda table your legal reviewers triage from.
When to use it
Use it when counterparties send marked-up versions of your paper and a human is currently re-reading the whole document to find what moved. It surfaces only the deltas that matter so review starts at the risk, not at page one.
How it works
- 1A new file appears in the Dropbox `/contracts/inbound` folder and fires the trigger.
- 2The flow downloads the file and extracts its full text.
- 3An OpenAI extraction step segments the document into named clauses (indemnity, liability cap, termination, governing law, and so on) and pairs each against your standard clause library.
- 4A logic step keeps only clauses that changed and scores each delta for risk based on deviation from your fallback positions.
- 5Each flagged clause is written as a row in the Coda "Redline Review" table with the risk flag, the diff, and a suggested response.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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