Statement of work drafting
The statement of work drafted before the kickoff is booked: scope and deliverables from the deal, clauses from the ones legal already approved, and every assumption listed where a reviewer will see it.
The brief
Written like you’d brief a person.
This is the whole setup - a procedure in plain language, with tools and specialist agents referenced inline. When it runs is not written here: that’s the trigger, configured beside it.
Read the deal with #yekar.hubspot.get-record, pull the approved clause library from the knowledge base, start from the template with #yekar.google-drive.copy-from-template, fill scope, deliverables, responsibilities and assumptions with #yekar.google-docs.replace-all-text, list anything the deal record leaves open, and notify the account owner with #yekar.slack.send-message.
How it runs
From trigger to logged outcome.
Trigger
Chat - An account owner asks for one in chat, naming the deal
Read the deal
Scope, pricing, timeline and the people on both sides.
Choose the clauses
Only from the library legal approved - nothing improvised.
Draft the document
The template filled, in the house structure.
List the open points
Everything the deal record does not settle, in one section.
Hand to review
Legal and the account owner get the draft, not the customer.
Where people stay in control
Nothing consequential runs on its own.
- The draft goes to legal and the account owner; the agent never sends a document to a customer.
- Clauses come only from the approved library - a missing clause is flagged, not improvised.
Tools it uses
Runs on accounts you already have.
HubSpot
- Knowledge base
Google Drive
Google Docs
Slack
Connected once, governed per agent - this use case gets only the tools listed here.
Illustrative savings
$500–$1,300 / month
Assumes 8–25 statements of work a month at 2–4 hours of assembly each, with legal review unchanged.
Illustrative monthly savings, estimated from typical handling time at public salary benchmarks, reviewed August 2026. Not a promise or a guarantee - your numbers depend on volume and process.
What makes this dependable
Start with the job
See how Yekar.AI would run one of your real processes.
Bring the job, the systems it touches, and the decisions that need a person.