Visible requests8
Requests received this week
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App gallery
Interactive demo· Try the search, filters, record selection, and primary action
Approvals · Documents
NDA request desk
Ask for an NDA from chat, and the agent fills the standard template, sends it for signature, and files the executed copy.
Book a demoCovenant
Legal operations workspace
DocuSign synced
NDA operations
NDA request desk
Needs legal action4
Review or generation
Out for signature3
Envelope activity
Fully executed1
1/8 archived
NDA request queue
Results 8 of 8| Request | Business purpose | Agreement · counterparty | Workflow |
|---|---|---|---|
Product formulation review Maya Chen | Mutual NDA Peak Market | Awaiting signatureSent via DocuSign | |
Private-label discussion Jon Bell | Mutual NDA Eastbridge | Clause reviewLegal review | |
Packaging prototype Priya Shah | One-way NDA Crown Containers | Company signature dueCounterparty signed | |
Distribution evaluation Theo Grant | Mutual NDA Kanto Foods | FiledFully executed | |
Equipment financing Nina Cole | Lender NDA Harbor Capital | Ready to sendTemplate generated | |
Retail category review Erin Walsh | Mutual NDA Atlas Grocers | Awaiting commentsCounterparty review | |
Product co-development Avery Ross | Mutual NDA Cedar Labs | Awaiting signatureSent via DocuSign | |
Facility acquisition review Miles King | Clean-team NDA Harbor Properties | Ready to sendAccess group configured |
Workflow
What this app handles
Review the current state of nda requests and signature status and complete “Generate and send NDA” from the same workspace.
Request / Purpose
Connect the two source records needed for nda requests and signature status and keep them current.
Requests this week
24 is calculated from the current worklist. 18 generated automatically.
Document · counterparty / Processing stage
Review evidence and status on each item, with exceptions brought to the front.
Generate and send NDA
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- DocuSign
Signature status sync
- Google Drive
Document sync
- Notion
Document sync
- Slack
Notifications and actions
- Contract lifecycle management (CLM)
Standard clauses, exceptions, and approvals
- Customer relationship management (CRM)
Requester, account, and opportunity context
Related apps
Apps used with this workflow
- Approvals · Documents
Contract renewal tracker
Customer contracts carry expiry dates, and the agent writes the renewal contract 60 days out and sends it to the account owner.
- Approvals · Documents
Policy Q&A
The agent reads the employee handbook and expense policy and answers staff questions with the exact clause.
- Approvals · Documents
Records retention schedule
Each record class carries its legal, policy, or consent-based retention rule and trigger date, and the agent queues records for review when that period ends.
TAILORED IMPLEMENTATION
Bring NDA request desk into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.