DOCUMENT OPS
Draft a Counter-Redline and Cover Note From Playbook Fallbacks
After diffing an inbound contract against playbook, an agent drafts suggested counter-language for each unacceptable change using your approved fallback positions.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound version lands in Dropbox intakeDropbox
- ActionLoad playbook and approved fallback libraryDropbox
- ActionDraft counter-language from fallbacks per deviationOpenAI
- LogicOrder counters by priority, skip clauses at fallback
- ActionSave marked-up counter-redline to Google DriveGoogle Drive
- OutputEmail deal owner a cover note with the draftOutlook
What it does
Moves past flagging problems to proposing the fix. The agent diffs the counterparty's version against playbook, and for every deviation outside tolerance it pulls your pre-approved fallback language and drafts counter-redline text. It assembles a marked-up working draft, saves it to the deal's Google Drive folder, and emails the owner a cover note summarizing the proposed counters in negotiation order.
When to use it
Use it when your legal or deals team spends time rewriting the same clauses with the same fallback positions every round. Best where you maintain an approved fallback library and want a first-draft counter ready for a human to review and send.
How it works
- 1A new inbound version lands in the Dropbox intake folder and triggers the run.
- 2The agent extracts the text and loads the playbook plus your approved fallback library.
- 3An OpenAI step identifies each out-of-tolerance deviation and drafts counter-language from the matching fallback.
- 4A logic step orders the counters by negotiation priority and skips clauses already at fallback.
- 5The marked-up counter-redline is saved to the deal's Google Drive folder.
- 6Outlook emails the deal owner a cover note linking the draft and summarizing each proposed counter.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect OutlookMail, calendar, contacts.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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