DOCUMENT OPS

Agent-Drafted Counter-Positions for Dropbox Redlines in Coda

For each redlined contract in Dropbox, an agent compares changes to your negotiation playbook and drafts a recommended counter-position and fallback for every contested clause.

CategoryDocument Ops
Enginepaperclip
Difficultyadvanced
Triggerevent
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerRedlined contract added to DropboxDropboxDropbox
  • ActionExtract document and identify contested clausesDropboxDropbox
  • ActionAgent drafts counter-position and fallback per clauseOpenAI
  • LogicAssemble per-clause decisions into negotiation plan
  • OutputWrite negotiation worksheet to CodaCodaCoda

What it does

Goes beyond flagging risk: for each contested clause in an inbound redline, an agent reasons over your negotiation playbook (preferred position, acceptable fallback, walk-away line) and drafts a recommended response and counter-language. The full negotiation plan — clause, their ask, your recommended reply, fallback, and rationale — is written to Coda as a working sheet your negotiator can act from.

When to use it

Use it when reviewers spend time not just spotting changes but deciding how to respond. This produces a first-draft negotiation strategy per contract so the human edits and sends rather than starting from scratch.

How it works

  1. 1A redlined contract arrives in the Dropbox folder and starts the run.
  2. 2The agent extracts the document and identifies each clause the counterparty changed.
  3. 3For every contested clause, the agent consults your playbook and decides accept, counter, or reject, then drafts the response language and rationale.
  4. 4A logic step assembles the per-clause decisions into a single negotiation plan.
  5. 5The plan is written to a Coda "Negotiation Worksheet" table, one row per clause with recommended reply and fallback.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect DropboxFiles and folders.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect CodaDocs, packs, automations.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.