DOCUMENT OPS
Explain an Inbound Contract Redline Against Your Playbook
When a counterparty drops a revised contract into a Dropbox folder, an agent diffs it against your standard playbook clauses, classifies each deviation by risk.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract version lands in Dropbox folderDropbox
- ActionDownload file and extract clause textDropbox
- ActionDiff clauses and explain deviations from playbookOpenAI
- LogicGrade each deviation and drop cosmetic edits
- OutputEmail legal a ranked deviation briefOutlook
What it does
Watches a Dropbox intake folder for new counterparty contract versions. When one lands, an agent extracts the text, aligns it clause-by-clause to your negotiation playbook, and surfaces every material deviation — added carve-outs, deleted protections, reworded liability caps — with a plain-English explanation and a risk grade. It delivers a single review-ready brief so a lawyer reads conclusions, not raw diffs.
When to use it
Use it when counterparties send back marked-up agreements and your legal team burns hours reconciling each version against house standards. Best for high-volume contract types like NDAs, MSAs, and DPAs where a known playbook exists.
How it works
- 1A new file appears in the Dropbox contracts-inbound folder and fires the run.
- 2The agent downloads the document and extracts clean clause text.
- 3It loads the matching playbook standard for that contract type.
- 4An OpenAI step aligns clauses and explains each substantive change in business terms.
- 5A logic step grades deviations (acceptable / negotiate / blocker) and drops cosmetic edits.
- 6Outlook emails legal a ranked deviation brief with the source file linked.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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 it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.