tools-only Common Legal Workflows with Outlook Integration
Workflow 1: NDA Review from Email
Scenario
A partner sends you an NDA for review via email. You want to quickly review it.
Prompt
Read the latest email from jean@partner.com, download the NDA attachment,
and review it using the NDA skill.
What Claude Does
- Fetch email → runs
outlook_oauth.py --from "jean@partner.com" --limit 1 --download - Download attachment → saves
.docxto attachments folder - Review NDA → uses
nda-review-jamie-tsoskill - Return analysis → issue log with suggested redlines
Output
- Issue log with clause-by-clause analysis
- Suggested redlines and fallback positions
Workflow 2: Batch Contract Triage
Scenario
You have multiple contract emails to process. You want to categorize them and prioritize.
Prompt
Find all emails from this week with attachments containing "contract" or "agreement"
in the subject. Download them, identify the contract type, and create a triage
spreadsheet with sender, date, contract type, and urgency level.
What Claude Does
- Search emails → filters by date and subject keywords
- Download attachments → extracts all
.docxand.pdffiles - Classify → determines type (NDA, MSA, DPA, Employment, etc.)
- Create spreadsheet → uses
xlsx-processing-anthropicskill
Output
Excel file with columns:
| Sender | Date | Subject | Contract Type | Urgency | Notes |
|---|---|---|---|---|---|
| jean@... | 2024-01-15 | NDA Review | NDA | Medium | Standard terms |
| marie@... | 2024-01-16 | MSA Draft | MSA | High | Custom clauses |
Workflow 3: Privacy Policy Request
Scenario
A client emails asking about your privacy policy. You need to draft one based on their requirements.
Prompt
Read Marie's email about the privacy policy requirements, then use the
privacy policy skill to draft a GDPR-compliant policy based on her specifications.
What Claude Does
- Parse email → extracts requirements (data types, purposes, transfers, etc.)
- Draft policy → uses
privacy-policy-malik-taiarskill - Generate document → creates
.docxwith proper formatting
Workflow 4: Vendor Due Diligence
Scenario
You receive vendor documentation via email and need to assess risk.
Prompt
Find the email from the vendor NewTechCorp with their security documentation.
Run a due diligence assessment using the vendor assessment skill.
What Claude Does
- Fetch email → finds vendor email with attachments
- Download docs → SOC2 reports, policies, certifications
- Assess → uses
vendor-due-diligence-patrick-munroskill - Generate report → risk scorecard with recommendations
Workflow 5: Contract Amendment from Email Thread
Scenario
You have an email thread discussing contract amendments. You need to consolidate and create an amendment document.
Prompt
Read the email thread with subject "Contract Amendment Discussion" from the
last 2 weeks. Extract all agreed changes and create an amendment document.
What Claude Does
- Fetch thread → gets all emails in conversation
- Extract changes → identifies agreed amendments
- Generate document → creates formal amendment with track changes
Quick Command Reference
Reading Emails
"Read the latest email from [sender]"
"Find emails about [topic] from last [period]"
"Show unread emails in my inbox"
"Get emails with attachments from [sender]"
Processing Attachments
"Download the attachment from [email description]"
"Extract text from the PDF in [sender]'s email"
"Review the Word document attached to [subject]"
Best Practices
- Be specific with senders: Use full email addresses when possible
- Specify time ranges: "from last week" vs "from January 2024"
- Mention attachment types: "the PDF attachment" vs "the attachment"
- Use keywords: Help Claude find the right email with subject keywords