DOCUMENT OPS
Escalate Only Deal-Blocking Clause Deviations to On-Call Counsel
An agent reviews each inbound contract version against playbook and stays silent unless it finds a hard blocker — an uncapped liability, missing indemnity, or unacceptable…
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract version lands in DropboxDropbox
- ActionExtract text and load blocker conditionsDropbox
- ActionEvaluate blocker conditions and cite clausesOpenAI
- LogicProceed only if a hard blocker is confirmed
- OutputPage on-call counsel with the offending clausePagerDuty
What it does
Provides a low-noise safety net over your contract pipeline. Every inbound version is diffed against playbook, but the workflow only fires when the agent detects a category of change your team has pre-defined as a hard blocker — for example an uncapped liability clause, a stripped mutual indemnity, or a governing-law switch to a forbidden jurisdiction. When that happens it pages on-call counsel with the exact clause and why it breaches policy.
When to use it
Use it when most redlines are routine but a small class of changes must never slip through unreviewed. Best as a guardrail layered on top of normal review, so a dangerous clause can't quietly get signed.
How it works
- 1A new contract version lands in the Dropbox intake folder and triggers the run.
- 2The agent extracts the text and loads your defined list of blocker conditions.
- 3An OpenAI step evaluates each blocker condition against the document and cites matching clauses.
- 4A logic gate fires only when at least one hard blocker is confirmed; otherwise the run ends silently.
- 5PagerDuty pages on-call counsel with the breached condition and the offending clause text.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PagerDutyIncidents, on-call, escalations.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.