Analysis steps

Five steps. This is where a workflow stops collecting material and starts producing judgments.

Build and Run Matrix

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Latency

Slow

Applies a matrix template to a set of documents and extracts every cell. Rows are documents, columns are the template’s questions. This is the same engine behind Document Matrix and behind most of the built-in review workflows. Config

Field	Type	Required	Default	Notes
Matrix template	Template picker	Yes		One of yours or a built-in template.
Documents	Document list	Yes		1 to 200. One row per document.
Title	Text	No	”Workflow Matrix”	How the matrix appears in the Matrix list and the run viewer.

Outputs

Field	Contents
Matrix Id	Open the Matrix surface to drill into individual cells.
Rows, Columns	Matrix dimensions.
Extracted, Not Found, Errors	Per-cell result counts.
Truncated	True when polling hit the time cap before every cell finished. The matrix keeps filling; the step stopped waiting.
Answers By Question By Doc	Per-document answers as `{question: {filename: answer}}`. Wire into Cross-Doc Synthesis.
Findings By Filename	Per-document findings in the shape Verify Synthesis expects. Wire into Verify Synthesis.

The two dict outputs exist specifically so a matrix can feed the synthesis and verification steps without you reshaping anything. Wiring Answers By Question By Doc into Cross-Doc Synthesis, and Findings By Filename into Verify Synthesis, is the canonical portfolio-review chain.

Compare Two Documents

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Deterministic

Latency

Medium

Redline-style diff between two documents. Config

Field	Type	Required	Notes
Original document	Document picker	Yes	The baseline.
Revised document	Document picker	Yes	The proposed version.
Title	Text	No	Defaults to the filenames.

Outputs

Field	Contents
Comparison Id, Status	The created comparison.
Url Path	Relative path to open the comparison viewer and accept changes.

Compliance Gap Check

Kind

Latency

Slow

Scores one document against a regulatory regime and surfaces per-requirement gaps. Config

Field	Type	Required	Notes
Document	Document picker	Yes
Regulation	Select	Yes	GDPR, CCPA, DPDP, HIPAA, SOX, UK GDPR, LGPD, PCI-DSS, DORA, NIS2, SOC 2.
Document category	Select	Yes	DPA, privacy policy, terms of service, breach plan, consent form, DSR process, vendor agreement, information security policy, incident response plan, financial report, and others.
Context	Text	No	Industry, jurisdiction, or data-type context to sharpen the check. Up to 2,000 characters.

Outputs

Field	Contents
Analysis Id	The stored analysis.
Overall Status	The headline verdict.
Requirements	Per-requirement results.
Gap Count	How many requirements came back as gaps. Useful as a branch condition.

Score Against Benchmarks

Kind

Deterministic

Latency

Fast

Scores extracted contract facts against market-standard benchmarks. No model call, so it is fast and repeatable. Config

Field	Type	Required	Notes
Benchmark group	NDA, MSA, Employment, M&A, Privacy	Yes	Each suite scores a different contract family.
Facts	Dict	Yes	Wire from an upstream Extract Contract Facts step. Facts the suite does not recognize are ignored.

Outputs

Field	Contents
Overall Tier	The headline risk tier. Good branch condition.
Overall Score	Numeric score.
Benchmark Scores	Per-benchmark detail.
Flagged Benchmarks, Flagged Count	The redline-ready list.

Cross-Doc Synthesis

Kind

Latency

Slow

Answers comparison and aggregation questions across multiple documents: “which is worst”, “where do they disagree”, “which ones are missing this clause”. Config

Field	Type	Required	Notes
Documents	Document list	Yes	2 to 50. Order does not matter.
Questions	String list	Yes	1 to 10 cross-document questions.
Per-document answers	Dict	No	An optional starting point. Wire Answers By Question By Doc from an upstream Build and Run Matrix so the synthesizer starts primed rather than reading everything cold.

Outputs

Field	Contents
Answers	One answer per question.
Document Count, Question Count	What was actually reasoned over.

This is the highest-hallucination-risk step in a portfolio chain, because it reasons over summaries rather than raw documents. Always follow it with Verify Synthesis, which drops findings that reference documents outside the input set.

Verification steps

The pass that should follow every synthesis.

Output steps

Turning a matrix or a synthesis into a deliverable.

Overview

Built-in Workflows

Workflow Builder

Build and Run Matrix

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Latency

Compare Two Documents

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Latency

Compliance Gap Check

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Latency

Score Against Benchmarks

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Latency

Cross-Doc Synthesis

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Latency

Verification steps

Output steps

​Build and Run Matrix

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Latency

​Compare Two Documents

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Latency

​Compliance Gap Check

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Latency

​Score Against Benchmarks

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Latency

​Cross-Doc Synthesis

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Latency

​Related

Verification steps

Output steps

Build and Run Matrix

Compare Two Documents

Compliance Gap Check

Score Against Benchmarks

Cross-Doc Synthesis

Related