DOCUMENT OPS
Triage Redlined Contracts from Email Into a Slack Review Queue
When a counterparty emails back a marked-up contract, an agent pulls the attachment, compares it to the last sent version.
How it runs
The automated pipeline, trigger to output.
- TriggerCounterparty reply with contract attachment arrivesOutlook
- ActionExtract attachment and counterparty detailsOutlook
- ActionDiff against last sent version and explain changesOpenAI
- LogicKeep material clause edits, drop formatting noise
- OutputPost threaded review card to SlackSlack
What it does
Monitors a shared legal inbox for replies carrying contract attachments. On arrival it grabs the document, compares it to the version your side last sent, and isolates substantive edits — never formatting noise. Each material change is summarized against the relevant playbook position and posted to a Slack review channel as a threaded card the deal owner can act on immediately.
When to use it
Use it when redlines arrive over email and get lost in busy inboxes, and you want the legal channel to surface incoming changes the moment they land. Ideal for active negotiations where turnaround speed wins deals.
How it works
- 1A new email with a contract attachment hits the monitored Outlook inbox and triggers the run.
- 2The agent extracts the attached document and the counterparty's identity from the message.
- 3An OpenAI step diffs the new version against the last sent text and explains each substantive deviation.
- 4A logic step filters out whitespace and reference-only edits, keeping material clause changes.
- 5Slack receives a threaded review card per contract, summarizing changes by risk and tagging the deal owner.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More Document Ops workflows
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
Flag redline deviations when a contract lands in Drive
Watches a Google Drive folder for incoming counterparty contracts, diffs each clause against your approved template library.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
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.