DOCUMENT OPS
Weekly Digest of Open Redlines Awaiting Legal Response
Every Monday an agent scans the contracts folder for versions still awaiting your side's response, summarizes the outstanding playbook deviations per deal.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday morning schedule
- ActionList active-deal files and find awaiting-response versionsDropbox
- ActionRe-summarize outstanding deviations per dealOpenAI
- LogicRank deals by aging and unresolved risk
- OutputEmail legal a prioritized open-redlines digestOutlook
What it does
Gives legal a single weekly view of every contract sitting in their court. On a schedule it finds all inbound versions that haven't yet had a counter-response logged, re-summarizes each one's outstanding deviations against playbook, and ranks deals by aging and risk severity. The result is one email that answers "what redlines are waiting on us and which should we handle first."
When to use it
Use it when redlines pile up across many active deals and items stall because no one has a consolidated worklist. Best for teams juggling a dozen-plus simultaneous negotiations who want a Monday-morning triage instead of per-deal chasing.
How it works
- 1A Monday morning schedule fires the run.
- 2The agent lists contract files in the Dropbox active-deals folder and identifies versions still awaiting a response.
- 3An OpenAI step re-summarizes each open deal's outstanding deviations and risk grade.
- 4A logic step ranks deals by days-waiting and highest unresolved risk.
- 5Outlook emails legal a single prioritized digest of open redlines with links to each file.
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.