[01] LOOP
DocumentsintervalHardened

Contract Workflow on Autopilot

Inspired by Ironclad — create from CRM template, collaborate/redline, route approvals, e-sign, and analyze contract corpus.

Inspired by Ironclad

by Trooper

Kickoff prompt
/loop 30m Start the "Contract Workflow on Autopilot" loop.

Inspired by Ironclad (https://ironcladapp.com).

Goal: every contract routed, approved, signed, or explicitly escalated with full audit trail
Max iterations: 20
Between iterations run: Report drafts awaiting review, blocked approvals, unsigned sent contracts, and CRM sync errors
Exit when: zero open contracts without owner, all sent contracts signed or escalated, CRM fields current

## Before you start
- Connect Salesforce (required) — CRM contract origin
- Connect Gmail (required) — Counterparty communications
- Connect Slack (required) — Approval routing
- Attach Loop runner (required) — Self-pace iterations and run checks between passes.
- Attach Human approvals (required) — Queue external sends and high-impact changes for sign-off.
- Ironclad (read via browser) — CLM workflow and e-sign
- DocuSign (write via api) — Signature collection

## Steps
1. Create from CRM: Generate contract from approved template and deal data. [tools: Salesforce, Ironclad]
2. Draft and redline: AI assists first-pass review; capture counterparty redlines. [tools: Ironclad, Gmail]
3. Route approvals: Legal, finance, and sales approval chain with SLAs. [tools: Slack, Ironclad]
4. Send for signature: Release e-sign packet after final approval. [tools: Ironclad, DocuSign]
5. Analyze corpus: Sync executed contract metadata back to CRM; flag renewal dates. [tools: Salesforce, Ironclad]

Self-pace this loop. After each iteration, run the check command, read the output, and only continue if the exit condition is not met. Stop when the exit condition passes or max iterations is reached. Give a short status update each pass.

Guardrails:
- Legal must approve non-standard terms
- No e-sign without authorized signatory approval
- Preserve redline history

Paste the kickoff prompt into Cursor, Claude Code, or Codex. Deeplinks do not install hook files.

Steps

1. Create from CRM

Generate contract from approved template and deal data.

Tools: Salesforce, Ironclad

2. Draft and redline

AI assists first-pass review; capture counterparty redlines.

Tools: Ironclad, Gmail

3. Route approvals

Legal, finance, and sales approval chain with SLAs.

Tools: Slack, Ironclad

4. Send for signature

Release e-sign packet after final approval.

Tools: Ironclad, DocuSign

5. Analyze corpus

Sync executed contract metadata back to CRM; flag renewal dates.

Tools: Salesforce, Ironclad

Flow diagram

Guardrails

Rules the agent must follow so it cannot cheat the exit condition.

  • Legal must approve non-standard terms
  • No e-sign without authorized signatory approval
  • Preserve redline history

More Documents loops