Review legal policies with GPT-4o, Gmail, Slack, and Google Sheets
Workflow preview
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Overview
How It Works
This workflow automates legal policy governance for legal teams, policy managers, and compliance officers, eliminating manual document review, approval classification, and multi-channel stakeholder distribution. Submitted policy documents are form-triggered, extracted into structured text, and passed to the Legal Governance Agent. Backed by shared memory and a governance model, it coordinates three specialist agents: Policy Analysis (content evaluation), Compliance Tracking (regulatory alignment), and Legal Summary (structured report generation). Gmail and Slack notification tools handle multi-channel alerts in parallel. Outputs are parsed and routed by approval status across four concurrent Google Sheets tracks: policy record storage with stakeholder notifications, approval preparation and tracking, compliance record preparation and tracking, and audit log generation, ensuring a complete, audit-ready governance trail for every submission.
Setup Steps
- Import workflow; configure the Policy Submission Form trigger.
- Add AI model credentials to the Legal Governance Agent, Policy Analysis Agent, Compliance Tracking Agent, and Legal Summary Agent.
- Connect Gmail credentials to the Email Notification Tool; link Slack credentials to the Slack Notification Tool.
- Link Google Sheets credentials; set sheet IDs for Policy Records, Approvals, Compliance, and Audit Trail tabs.
Prerequisites
- OpenAI API key (or compatible LLM)
- Gmail account with OAuth credentials
- Slack workspace with bot credentials
- Google Sheets with policy, approval, compliance, and audit tabs pre-created
Use Cases
- Legal teams automating policy submission review and approval classification
Customisation
- Extend routing logic to include partial-approval or escalation tiers for complex policies
Benefits
- Eliminates manual policy triage and stakeholder notification across large submission volumes