{
  "name": "Generate and send an NDA",
  "description": "Turn an NDA request into a sent agreement: populate the approved template from the intake, route for signature, and file the executed copy back to the matter — without re-keying party details.",
  "generatedBy": "Spion",
  "generatedAt": "2026-06-14T17:21:44.118Z",
  "confidence": "strong",
  "efficiencyGain": {
    "manualSteps": 6,
    "automatedSteps": 4,
    "reductionPercent": 67,
    "timeSavedPerRun": "~18 min",
    "annualHoursSaved": null
  },
  "trigger": {
    "provider": "workato",
    "type": "event",
    "name": "NDA requested",
    "description": "When an NDA intake form is submitted"
  },
  "actions": [
    {
      "number": 1,
      "type": "action",
      "tool": "Document generation",
      "name": "Populate the template",
      "description": "Fill the approved NDA template with party names, effective date, term, and mutual/one-way selection from the intake.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 2,
      "type": "action",
      "tool": "DocuSign",
      "name": "Route for signature",
      "description": "Send the draft to the counterparty and the internal signer; track status.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 3,
      "type": "action",
      "tool": "CLM / Google Drive",
      "name": "File the executed copy",
      "description": "On full execution, save the signed PDF to the matter folder and log the metadata in the contract register.",
      "replaces": [],
      "addedBySpion": false
    },
    {
      "number": 4,
      "type": "action",
      "tool": "Review gate",
      "name": "Flag non-standard terms",
      "description": "If the intake requests any deviation from the standard template, hold for a lawyer's review before sending instead of auto-issuing.",
      "why": "a template is safe to automate; a redline is a legal judgment, not a mail-merge.",
      "replaces": [],
      "addedBySpion": true
    }
  ]
}