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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

Launch this workflow to connect Google Docs & Google Drive & Google Forms & Slack !
■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.

■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
  1. First, connect Google Forms, Google Docs, Google Drive, and Slack to Yoom.
  2. Next, select Google Forms as the trigger and set the action to “When a new response is submitted.”
  3. 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.
  4. 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
  • 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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Google Docs
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Google Drive
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Google Forms
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Slack
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Slack

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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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Templates

This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.

This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.

This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
see details
Templates

Automatically convert PowerPoint files in Google Drive to Google Slides and notify your team in Slack. Eliminate manual conversions and missed sharing to streamline document management and team collaboration.

In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.

The workflow automatically saves form responses to Google Drive and registers leads in Salesforce. It enhances data management efficiency and integrates the sales process.
Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
see details
Templates

When there is a response to a Google Form, the flow is to register the response in a Google Spreadsheet. Normally, when a response is submitted to a Google Form, the data is added to a specified Google Spreadsheet. However, in this flow, it is possible to add data to any specified Google Spreadsheet without complex settings in Google App Script. Additionally, it saves the effort of repeatedly entering data, allowing work to proceed smoothly, and records can be easily added to the Google Spreadsheet automatically, eliminating any gaps or omissions in information management.

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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see details
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This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

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Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
    When a Form Response Is Submitted
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Append Text to Document
    Replace Text
    Create a New Document
    Get Document Content
    Insert Image into Document
    Add Document Tab
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
    Get Response List
    Retrieve a Specific Response
    Get Response List (Specify Response Period)
    Get Form Questions
    Update Form Title and Description
    Update Question Titles and Descriptions
    Create a New Form
    Update Form Visibility Settings
    Add a Short/paragraph Question (Title and Description)
    Add a Choice Question (Radio, Checkbox, or Dropdown)
    Add a Grid Question (Multiple-choice Grid / Checkbox Grid)
    Add a Question Title and Description (Date/Time)
    Add a Question Title and Description (Linear Scale)
    Add a Question Title and Description (Image + Text)
    Add a Question Title and Description (Image + Choice)
    Add a Question Title and Description (Choices with Images)
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Flowbot triggers
    There is no action.
Flowbot operations
    Append Text to Document
    Replace Text
    Create a New Document
    Get Document Content
    Insert Image into Document
    Add Document Tab
Flowbot triggers
    New File or Folder Created
    When a New File or Folder Is Created in a Specified Folder
    When a Specific File Is Created or Updated
    When a File Containing Specific Keywords Is Created
Flowbot operations
    Create Folder
    Duplicate File
    Search for Files and Folders in a Specific Folder
    Delete File
    Upload File
    Download File
    Download Google Sheets File
    Download Google Slides
    Download Google Docs File
    Retrieve a List of Files and Folders in a Specific Folder
    Rename File
    Retrieve File or Folder Information
    Convert Excel File to Google Sheets
    Convert CSV File to Google Sheets
    Grant File or Folder Permissions to a User
    Move File to Trash
    Retrieve a List of Permissions for a File or Folder
    Update Description for a File or Folder
    Change File Destination Folder
    Create a Shortcut to a File
    Configure Download and Copy Permissions
    Retrieve a List of Folders in a Specific Folder
    Convert a File to Google Docs
    Download a Google Sheet (Specify Sheet)
    Change Sharing to "Anyone with the Link"
    Search Files and Folders in a Specific Folder (Excluding Trash)
    Convert a Presentation File to Google Slides
    Convert a PDF File to Google Docs
    Grant File or Folder Permissions to a Specific Organization
    Update a Specific File
    Remove Permissions from a File or Folder
    Create a Shared Drive
    Search Shared Drives
    Copy File (Detailed Options)
    Search Files and Folders
Flowbot triggers
    When a Form Response Is Submitted
Flowbot operations
    Get Response List
    Retrieve a Specific Response
    Get Response List (Specify Response Period)
    Get Form Questions
    Update Form Title and Description
    Update Question Titles and Descriptions
    Create a New Form
    Update Form Visibility Settings
    Add a Short/paragraph Question (Title and Description)
    Add a Choice Question (Radio, Checkbox, or Dropdown)
    Add a Grid Question (Multiple-choice Grid / Checkbox Grid)
    Add a Question Title and Description (Date/Time)
    Add a Question Title and Description (Linear Scale)
    Add a Question Title and Description (Image + Text)
    Add a Question Title and Description (Image + Choice)
    Add a Question Title and Description (Choices with Images)
Flowbot triggers
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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