DOCUMENT OPS
Agent clearance check on outbound document attachments via webhook
Accepts a document through a webhook, runs an agent that judges it against your org's data-handling policy.
How it runs
The automated pipeline, trigger to output.
- TriggerOutbound document posted to clearance webhookHTTP webhook
- ActionExtract text, recipient, and purpose
- ActionAgent evaluates against org data-handling policyOpenAI
- LogicMap verdict to allow, block, or redact-and-resubmit
- OutputReturn structured verdict to caller and notify owner in TeamsMicrosoft Teams
What it does
Exposes a webhook your sending systems call right before dispatching a document. An agent reads the file, reasons about it against your org's actual data-handling policy, and returns a structured clearance verdict — allow, block, or redact-then-resubmit — with a human-readable rationale.
When to use it
Use it when policy is nuanced and a flat regex or single classifier is not enough — for example when some PII is allowed for certain recipients but not others, or when context decides whether a value is sensitive. Wire it into your email or CRM send path as a pre-flight gate.
How it works
- 1An outbound document hits the webhook trigger with file and recipient context.
- 2The agent extracts the text and the stated recipient and purpose.
- 3The agent evaluates findings against the org's policy memory, weighing recipient and context, not just category matches.
- 4A logic branch maps the agent verdict to allow, block, or redact-and-resubmit.
- 5The webhook responds with the structured verdict so the calling system can proceed or halt.
- 6Blocked or redact-required cases also notify the document owner in Microsoft Teams with the rationale.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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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