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Nda Management Workflow

NDA generation, tracking, expiration monitoring, and counterparty management

Complexity: Simple | Duration: 5-15m | Category: Professional/Hr

Tags: #nda #contracts #confidentiality #tracking #automation

Workflow Diagram​

Steps​

Step 1: Select NDA template​

Agent: legal

analyst - Choose mutual vs. one-way NDA

Step 2: Customize terms​

Agent: legal

analyst - Fill in parties, effective date, duration, scope

Step 3: Generate document​

Agent: contract

specialist - Create signed-ready PDF

Step 4: Send for signature​

Agent: legal

analyst - Initiate DocuSign workflow

Step 5: Store executed NDA​

Agent: document

manager - Save to contract repository with metadata

Step 6: Set expiration reminder​

Agent: document

manager - Schedule alerts 30/60/90 days before expiry

Step 7: Track counterparty​

Agent: legal

analyst - Log in CRM for relationship management

Usage​

To execute this workflow:

/workflow professional/hr/nda-management-workflow.workflow

See other workflows in this category for related automation patterns.