Sandstone Agents

Introduction

In the Agents tab, you will find all of the agents, or playbooks, that you have created in your workspace. There are essentially two types of playbooks:

• Outbound: Templates and rules for drafting and negotiating with a counterparty.
• Inbound: Rules and positions for reviewing third-party documents.

Sandstone refers to playbooks as agents because they are not static documents. They are AI-driven systems that can execute work based on the rules and positions you define.

Outbound Playbooks

Example: NDA Template

Outbound playbooks include templates such as a mutual NDA that you might send to a counterparty.

• Editing: Click on a playbook tile to view and edit its positions.
• Positions: Each position can be edited (via the pencil icon), rearranged between columns, or deleted.
• Fallback Provision Library: A dynamic library that Sandstone builds over time. It captures frequently used fallback provisions from historical documents (e.g., a fallback definition of confidential information from a past NDA). Sandstone can then suggest this language in future negotiations.

Template Tab

• Shows which template is linked to the agent.
• Clicking View opens the exact template with placeholders.
• Placeholders: Identified by the agent as requiring input. They form part of a validation step so the agent ensures enough information is gathered to populate the template.
• Unlike traditional form-based tools, Sandstone collects this information through natural language conversation, reducing errors and missing data.

Escalation Flow

• Defines the rules for how much autonomy the agent has in executing workflows.
• Approval settings can be set to conditional, never auto-approve, etc.

Admin Details

• Customize details about the playbook.
• Helps the team understand the purpose and scope of the agent.

Inbound Playbooks

Inbound playbooks look similar to outbound ones but may not always have a gold-standard template.

• Example: For a SaaS MSA, you may not have a standard form but you can still define red flags to monitor.
• These red flags can be specified in the inbound agent for automated detection.

Using Playbooks in Requests

When someone in the business submits a request (e.g., procurement of SaaS software like Salesforce), it can trigger an inbound playbook.

• Cards: Each legal request appears as a card.
• Communication View: The left side shows correspondence (e.g., the incoming email requesting review).
• Auto-Draft Response: Sandstone AI generates a draft response.
• Playbook Application: The relevant playbook is automatically applied (e.g., SaaS MSA review playbook).

Key Findings

• The system highlights deviations from the defined playbook positions.
• Clicking See Details allows a deep dive into each flagged position.
• Example: Four non-compliant red flags may be surfaced for legal review.

Document Preparation

• Agents can execute a redline version of the document.
• Accessible in the Prepared Document section.
• Documents can be downloaded as Microsoft Word files or viewed in Sandstone’s built-in Word editor.
• Full functionality includes track changes and commentary explaining replacements, insertions, or deletions.

Augmented Review with AI

• Built-in AI assistant can:
  • Answer questions about the document.
  • Provide context.
  • Make live edits.

Business Context

A unique feature of Sandstone is the Business Context tab.

• Goes beyond legal analysis by integrating with other systems.
• Can surface commercial details relevant to negotiations.
• Example: Salesforce integration may reveal previously signed contracts at discounted rates, giving negotiators additional leverage.

Summary

Sandstone Agents (playbooks) are living, AI-powered systems designed to:

• Automate drafting and review processes.
• Ensure compliance with internal rules.
• Provide dynamic fallback suggestions.
• Enable redlining and live AI-powered editing.
• Integrate business context into legal workflows.

This holistic approach allows legal teams to work more efficiently, reduce manual intervention, and negotiate from a position of knowledge.