Developer Handover Pack

Developer Handover Pack

NDA Workflow

Receives the NDA intake form submission, reads the relationship type and party details fields, determines the correct NDA template variant (mutual, one-way, employee, or vendor), creates a new record in the Notion tracker database with status set to Draft, and populates a named Google Drive copy of the correct template with the merged party details. This agent is the entry point for the entire workflow and must complete successfully before any downstream agent is triggered. Complexity: Moderate. Estimated build time: 7 hours.

// Input
form_submission: {
  party_name: string,
  nda_type: 'mutual' | 'one-way' | 'employee' | 'vendor',
  requester_email: string,
  counterparty_address: string,
  governing_law: string,
  effective_date: date (ISO 8601)
}

// Classification logic
nda_type -> map to Google Drive template_id
  'mutual'   -> template_id: TMPL-MUT-v3
  'one-way'  -> template_id: TMPL-OW-v2
  'employee' -> template_id: TMPL-EMP-v1
  'vendor'   -> template_id: TMPL-VND-v2

// Output
notion_record: {
  record_id: string,
  status: 'Draft',
  party_name: string,
  nda_type: string,
  requester_email: string,
  created_at: timestamp
}
drive_draft: {
  file_id: string,
  file_name: 'NDA_[party_name]_[nda_type]_[effective_date]',
  folder_id: DRIVE_DRAFTS_FOLDER_ID,
  shareable_link: string
}

Picks up the Google Drive draft file link from the Intake and Classification Agent output, constructs a Slack Block Kit message addressed to the designated internal approver, and posts it to the configured approval channel. The message includes a direct link to the draft document and two interactive action buttons: Approve and Reject. If no response is recorded within 24 hours, the agent fires a single reminder message. On approval the agent passes the approved Drive file link downstream and updates the Notion record status to Approved. On rejection, the agent notifies the requester via Gmail and updates Notion status to Rejected, halting the workflow. Complexity: Moderate. Estimated build time: 6 hours.

// Input
drive_draft: {
  file_id: string,
  shareable_link: string
}
notion_record: {
  record_id: string,
  party_name: string,
  nda_type: string,
  requester_email: string
}
approver_slack_user_id: string  // pulled from credential store

// Slack message payload (Block Kit)
blocks: [
  section: 'NDA approval required for [party_name] ([nda_type])',
  button: { text: 'Approve', action_id: 'nda_approve', value: record_id },
  button: { text: 'Reject',  action_id: 'nda_reject',  value: record_id }
]

// On approval
notion_update: { record_id, status: 'Approved' }
downstream_payload: {
  file_id: string,
  shareable_link: string,
  party_name: string,
  nda_type: string,
  requester_email: string,
  notion_record_id: string
}

// On rejection
notion_update: { record_id, status: 'Rejected' }
gmail_send: {
  to: requester_email,
  subject: 'NDA request for [party_name] was not approved',
  body: 'The internal reviewer has rejected this draft. Please review and resubmit.'
}

Receives the approved document reference from the Approval and Routing Agent, creates a DocuSign envelope using the pre-configured template envelope for the relevant NDA type, sets the signing order (internal signatory first, then counterparty), and sends the envelope. The agent listens for DocuSign webhook events: completed triggers filing and CRM update; declined or voided triggers an alert to the Notion record and a Gmail notification to the requester. On completion, the executed PDF is retrieved and saved to the correct Google Drive folder with a standardised filename, the HubSpot contact or deal record is updated with the execution date and Drive link, and a confirmation email is sent to the requester. Complexity: Complex. Estimated build time: 9 hours.

// Input
downstream_payload: {
  file_id: string,           // Google Drive draft file
  shareable_link: string,
  party_name: string,
  nda_type: string,
  requester_email: string,
  notion_record_id: string
}
internal_signer_email: string  // from credential store
counterparty_email: string     // from original form_submission

// DocuSign envelope creation
envelope: {
  templateId: DOCUSIGN_TMPL_ID[nda_type],
  signers: [
    { routingOrder: 1, email: internal_signer_email, name: string },
    { routingOrder: 2, email: counterparty_email,    name: party_name }
  ],
  status: 'sent'
}

// DocuSign webhook events listened for
envelope_events: ['completed', 'declined', 'voided']

// On completed
drive_file_executed: {
  file_name: 'NDA_EXECUTED_[party_name]_[nda_type]_[signed_date]',
  folder_id: DRIVE_EXECUTED_FOLDER_ID,
  source: DocuSign.getDocument(envelopeId)
}
hubspot_update: {
  contact_or_deal_id: string,  // looked up by counterparty_email
  nda_status: 'Executed',
  execution_date: signed_date,
  drive_link: drive_file_executed.shareable_link
}
notion_update: { record_id: notion_record_id, status: 'Executed' }
gmail_send: {
  to: requester_email,
  subject: 'NDA executed: [party_name]',
  body: 'The NDA is fully signed. Access the executed copy here: [drive_link]'
}

// On declined or voided
notion_update: { record_id: notion_record_id, status: 'Signature Failed' }
gmail_send: {
  to: requester_email,
  subject: 'DocuSign envelope declined or voided: [party_name]',
  body: 'The signing envelope was not completed. Please review and restart the workflow.'
}

// ─────────────────────────────────────────────────────────────
// TRIGGER: NDA Intake Form Submitted
// ─────────────────────────────────────────────────────────────
INBOUND WEBHOOK POST /intake/nda
{
  party_name:          'Acme Corp',
  nda_type:            'mutual',
  requester_email:     'tom@yourcompany.com',
  counterparty_email:  'legal@acmecorp.com',
  counterparty_address:'123 Main St, New York, NY 10001',
  governing_law:       'New York',
  effective_date:      '2025-07-08'
}

// ─────────────────────────────────────────────────────────────
// AGENT 1 HANDOFF: Intake and Classification Agent
// ─────────────────────────────────────────────────────────────
nda_type 'mutual' -> template_id: TMPL-MUT-v3

Notion.createRecord({
  database_id:      NOTION_NDA_DB_ID,
  party_name:       'Acme Corp',
  nda_type:         'mutual',
  requester_email:  'tom@yourcompany.com',
  status:           'Draft',
  created_at:       '2025-07-08T09:00:00Z'
}) -> notion_record_id: 'abc-123'

GoogleDrive.files.copy({
  fileId:       TMPL-MUT-v3,
  destination:  DRIVE_DRAFTS_FOLDER_ID,
  name:         'NDA_AcmeCorp_mutual_2025-07-08'
}) -> drive_draft.file_id: 'drv-456'
   -> drive_draft.shareable_link: 'https://drive.google.com/file/d/drv-456'

// ─────────────────────────────────────────────────────────────
// AGENT 2 HANDOFF: Approval and Routing Agent
// ─────────────────────────────────────────────────────────────
Slack.postMessage({
  channel:  SLACK_APPROVAL_CHANNEL_ID,
  user:     APPROVER_SLACK_USER_ID,
  blocks:   [
    section: 'NDA approval required: Acme Corp (mutual)',
    link:    'https://drive.google.com/file/d/drv-456',
    button:  { text:'Approve', action_id:'nda_approve', value:'abc-123' },
    button:  { text:'Reject',  action_id:'nda_reject',  value:'abc-123' }
  ]
})

// -- 24h elapsed, no response --
Slack.postMessage({ channel: SLACK_APPROVAL_CHANNEL_ID, text: 'Reminder: NDA pending approval for Acme Corp' })

// -- Approver clicks Approve --
SLACK_CALLBACK: { action_id: 'nda_approve', value: 'abc-123' }
Notion.updateRecord({ record_id:'abc-123', status:'Approved' })

downstream_payload: {
  file_id:          'drv-456',
  shareable_link:   'https://drive.google.com/file/d/drv-456',
  party_name:       'Acme Corp',
  nda_type:         'mutual',
  requester_email:  'tom@yourcompany.com',
  notion_record_id: 'abc-123',
  counterparty_email: 'legal@acmecorp.com'
}

// ─────────────────────────────────────────────────────────────
// AGENT 3 HANDOFF: Signature and Completion Agent
// ─────────────────────────────────────────────────────────────
DocuSign.envelopes.create({
  templateId:  DOCUSIGN_TMPL_ID['mutual'],
  signers: [
    { routingOrder:1, email:'rachel@yourcompany.com', name:'Rachel Osei' },
    { routingOrder:2, email:'legal@acmecorp.com',     name:'Acme Corp signatory' }
  ],
  status: 'sent'
}) -> envelope_id: 'env-789'

// DocuSign Connect fires webhook on signing completion
DOCUSIGN_WEBHOOK POST /docusign/events
{ envelopeId:'env-789', status:'completed', completedDateTime:'2025-07-09T14:22:00Z' }

DocuSign.envelopes.getDocument(envelope_id:'env-789') -> executed_pdf: binary

GoogleDrive.files.create({
  name:      'NDA_EXECUTED_AcmeCorp_mutual_2025-07-09',
  parent:    DRIVE_EXECUTED_FOLDER_ID,
  content:   executed_pdf
}) -> executed_file_id: 'drv-999'
   -> executed_link: 'https://drive.google.com/file/d/drv-999'

HubSpot.contacts.update({
  contact_id:     HubSpot.contacts.findByEmail('legal@acmecorp.com').id,
  nda_status:     'Executed',
  execution_date: '2025-07-09',
  drive_link:     'https://drive.google.com/file/d/drv-999'
})

Notion.updateRecord({ record_id:'abc-123', status:'Executed' })

Gmail.send({
  to:      'tom@yourcompany.com',
  subject: 'NDA executed: Acme Corp',
  body:    'The NDA is fully signed. Access the executed copy here: https://drive.google.com/file/d/drv-999'
})

// ─────────────────────────────────────────────────────────────
// END STATE
// Notion status: Executed
// Google Drive (executed folder): NDA_EXECUTED_AcmeCorp_mutual_2025-07-09
// HubSpot contact: nda_status = Executed, drive_link attached
// Requester: completion email received
// ─────────────────────────────────────────────────────────────