Register contract terms in Google Forms, then use an AI worker to review them, generate a contract, and notify Slack
Register contract terms in Google Forms, then use an AI worker to review them, generate a contract, and notify Slack
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■Overview
Reviewing contract terms and preparing documents can be a time-consuming and labor-intensive part of the contracting process for legal teams. When contract volume is high, delays in review can slow down business transactions.
With this workflow, simply submit contract terms through Google Forms. The AI Worker automatically performs a legal review based on your company’s standards, drafts the contract, and prompts the responsible team to review it in Slack. It helps your legal team reduce its workload while preparing contracts quickly and efficiently.
With this workflow, simply submit contract terms through Google Forms. The AI Worker automatically performs a legal review based on your company’s standards, drafts the contract, and prompts the responsible team to review it in Slack. It helps your legal team reduce its workload while preparing contracts quickly and efficiently.
■Who This Template Is For
- Legal professionals who manually conduct initial reviews of contract requests received through Google Forms and prepare contract drafts
- Team leaders who want to prepare accurate contracts quickly in response to contract requests from the sales team
- Business leaders who want to reduce the workload of their legal team and streamline contract operations across the organization
■Benefits of Using This Template
- AI automatically reviews contract terms based on the information submitted through Google Forms, reducing the time required to provide an initial response and improving operational efficiency.
- Contract drafting based on your legal standards is also automated, helping prevent human errors such as missing information and transcription mistakes.
■Flowbot Steps
- First, connect Google Forms, Google Docs, Google Drive, and Slack to Yoom.
- Next, select Google Forms as the trigger and set the action to “When a new response is submitted.”
- Then, create a manual for the AI Worker to review the submitted contract terms based on your company’s standards and, if approved, handle the entire process through contract creation and Slack notification. Set up the Google Docs, Google Drive, Slack, and Google Forms actions as the tools to use.
- Finally, select Slack in Operations, set the action to “Send a message to a channel,” and send a completion notification.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization Options
■Customization Options
- When configuring the AI Worker manual, provide detailed information about your company’s legal standards and review criteria to enable more accurate legal checks.
- Specify the input format to use as the contract template and the Google Drive folder where files should be saved according to your company’s operations.
- Set the Slack notification channel to one where members of the legal or sales teams are active to share information in a way that fits your operating environment.
■Notes
- Connect Google Forms, Google Docs, Google Drive, and Slack to Yoom. The apps used within the AI Worker must also be connected through My Apps.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- For information on how to retrieve response data when using Google Forms as a trigger, see “How to Retrieve Response Data with the Google Forms Trigger.”
- For basic AI Worker configuration, see “【AI Worker】How to Configure the Basics.”
- The number of AI Workers that can run simultaneously, the number of AI Workers you can create, and the AI models available to you vary by your plan.
- The apps and operations available within the AI Worker are subject to the same usage restrictions as Flowbots.
- Please note that the AI Worker consumes tasks during test runs just as it does during production runs. For details, see “【AI Worker】How Task Execution Counts Are Calculated.”
- AI Workers are more likely to execute the appropriate processes when their manuals are configured in detail. For details, see “【AI Worker】How to Create a Manual.”
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About the apps you use
Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
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