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

  1. Read the deal

    Scope, pricing, timeline and the people on both sides.

  2. Choose the clauses

    Only from the library legal approved - nothing improvised.

  3. Draft the document

    The template filled, in the house structure.

  4. List the open points

    Everything the deal record does not settle, in one section.

  5. 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.