What does this automation do?
A new agreement is read against your standard terms, and the flow splits: a red flag is escalated by email, a standard contract is logged and queued.
What can you do with it?
- Surface the clause that differs from your standard terms
- Escalate only the contracts that actually need a lawyer
- Keep a record of the ones that cleared review
The Steps
This automation runs in 4 steps:
- When Google Docs — New Document
- Then Google Docs — Read Document
- Then Taskade AI — Ask Agent ("Contract Reader")
- Then Branch — Red flag found: Send Email, Add Task · Standard terms: Append Text, Add Task
What makes this different from a Zapier-style flow?
The "Contract Reader" step is not a one-off model call. It is a Taskade AI agent that knows your standard terms, renewal windows and red lines, remembers the clauses it flagged on earlier agreements, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for legal, finance and agency teams reviewing agreements. A new agreement is read against your standard terms, and the flow splits: a red flag is escalated by email, a standard contract is logged and queued.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Document" from Google Docs.
- Add the action "Read Document" from Google Docs.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Contract Reader".
- Add a Branch step: Branch — Red flag found: Send Email, Add Task · Standard terms: Append Text, Add Task.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.