DOCUMENT OPS
Review newly archived NDAs for non-standard clauses and log risk notes
When an NDA is archived, an agent compares its clauses against your standard template, summarizes deviations like unusual term length or one-sided indemnity.
How it runs
The automated pipeline, trigger to output.
- TriggerNewly archived NDA detected in S3AWS S3
- ActionAgent loads NDA text and standard-terms baselineOpenAI
- LogicCompare clauses and rate deviation severity
- ActionDraft structured risk summary with clause notesOpenAI
- OutputPublish risk assessment page to ConfluenceConfluence
What it does
Gives every freshly archived NDA a first-pass legal review. An agent reads the signed document, compares its key clauses to your company's standard NDA terms, and writes up where the counterparty's paper deviates — perpetual confidentiality, broad definitions, missing carve-outs — so reviewers know which agreements actually need a human.
When to use it
Use it when volume makes clause-by-clause manual review impractical but you still want a heads-up on the genuinely unusual ones. It's a triage layer, not a substitute for counsel, and it documents its reasoning in your knowledge base.
How it works
- 1A newly archived NDA in S3 triggers the run.
- 2The agent loads the document text and your standard-terms reference.
- 3It identifies each material clause and compares it against the baseline, reasoning about the direction and severity of any deviation.
- 4It assigns an overall risk level and drafts a structured summary with clause-level notes.
- 5The assessment is published as a Confluence page linked to the counterparty, ready for reviewer sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect AWS S3Buckets, objects, signed URLs.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ConfluenceSpaces, pages, blueprints.
- 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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