DOCUMENT OPS
Redline Version Drift Tracker Across Dropbox Rounds in Coda
Detects when a new redline round for an existing contract lands in Dropbox, diffs it against the prior stored version.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract version added to DropboxDropbox
- LogicMatch to existing contract and fetch prior round
- ActionExtract text and diff against previous versionDropbox
- ActionSummarize moved clauses and reflag riskOpenAI
- OutputAppend round changes to Coda version historyCoda
What it does
Tracks a contract across multiple negotiation rounds. When a new version of an already-seen contract arrives in Dropbox, the flow compares it not to your standard but to the previous round you stored, isolating what changed since last time. Each newly moved clause is appended to a Coda version-history table with the round number and an updated risk flag, giving you an audit trail of how the deal evolved.
When to use it
Use it during active back-and-forth negotiations where a contract bounces several times. Instead of re-reviewing the whole document each round, reviewers see only the incremental movement and whether risk is trending up or down.
How it works
- 1A file lands in Dropbox and the trigger fires.
- 2A logic step matches it to an existing contract by name or id and retrieves the prior round's stored text.
- 3If no prior version exists, it is recorded as round one; otherwise the flow extracts text and diffs the new version against the previous one.
- 4OpenAI summarizes each clause that moved this round and reflags its risk.
- 5The moved clauses are appended to the Coda "Version History" table tagged with the round number and updated risk.
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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Run this workflow in your colony.
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