DOCUMENT OPS
Annotated Redline Summary PDF Written Back to Dropbox
For each new contract version in Dropbox, generates a clean annotated summary document that lists every changed clause with old text, new text, and a reviewer note.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract version added to DropboxDropbox
- ActionDownload new and prior versionsDropbox
- ActionBuild clause-by-clause change list with notesOpenAI
- LogicFormat change list into annotated summary
- OutputWrite the summary document back to DropboxDropbox
What it does
This workflow turns a raw redline into a polished, self-contained review document. When a new contract version arrives in Dropbox, it diffs against the prior version and produces an annotated summary listing each changed clause with the previous wording, the new wording, and a plain-English note on the effect. The summary is saved back to Dropbox next to the contract so anyone opening the folder finds the review ready.
When to use it
Use it when reviewers prefer working inside Dropbox and want a durable artifact attached to the deal folder rather than a notification that lives elsewhere. The summary travels with the file for audit and handoff.
How it works
- 1A new contract version in Dropbox triggers the run.
- 2The workflow downloads the new and prior versions.
- 3An OpenAI step builds a structured clause-by-clause change list with reviewer notes.
- 4A logic step formats the change list into a clean annotated summary layout.
- 5The summary file is uploaded back to the same Dropbox deal folder, named to pair with the contract.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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