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If your team already shares contracts in Slack, an Agent Hub agent can file them for you. The agent watches one Slack channel, uploads the contracts posted there to your contract repository, and replies in the message’s thread with the result.

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At a Glance

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Before You Start

  • Connect Chamelio to your Slack workspace. See Slack integration.
  • Create the channel the agent should watch, for example #contracts-to-upload.
  • Add the Chamelio app to that channel. The agent can only listen to channels Chamelio has been added to.

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Build the Agent

1

Describe the agent

In Agent Hub, open Agents and click New agent. In Let’s build your agent, describe what you want in plain language. Pick the version that matches the files your team posts:
To have the agent fill in details from the message, add a line such as: If the message states a counterparty or document type, set them on the upload. See Set the counterparty and document type.
2

Answer the builder's questions

The builder asks questions to fill in the details, for example:When the builder shows Update this agent?, review the summary and click Apply to draft.
3

Set the Slack trigger

On the Trigger step, select Slack, then:
  • Under Channels, select your channel. If it’s missing, check that Chamelio is in the channel, then click Click here to update the list.
  • Set Message type to Any message to run on every top-level message, or Mention agent to run only when someone mentions the agent.
4

Review the task

The Task step holds the instruction the builder wrote, plus an optional Definition of done (for example, every file has a reply in the thread) and Expected outputs (for example, one reply per file confirming the upload or explaining why not). Edit anything you want to change.
5

Check the tool permissions

On the Capabilities step, expand the tool groups and check these two tools:To send approval requests to someone other than you, turn on Customize human review assignee and choose a Slack user.
6

Publish and activate

Click Publish. A newly published agent starts out Paused. Open it from My Agents and click Activate. Its status changes to Active.

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Try It

Post a contract in the channel. Within a few seconds:
  1. The agent adds a reaction to your message.
  2. A new run appears on the agent’s Runs tab with Slack as the trigger.
  3. If uploads need approval, the run shows as Pending until you approve it. See Approve uploads.
  4. The agent uploads the file and replies in the thread with the file name and the result.
  5. The file appears in the Activity Monitor and is processed like any other upload.

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Which Files Work

To upload a file type that isn’t supported, convert it to PDF or DOCX first, then post it again.

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Approve Uploads

When Upload to Repository is set to Require human approval, each run that wants to upload waits as Pending on the agent’s Runs tab. Open the run to see what the agent plans to upload, add an optional note, and click Approve or Reject. If a message has several files, you approve all of them in one step.
Require approval for the first few runs. Switch Upload to Repository to Always allow once you’re happy with the results.

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Set the Counterparty and Document Type

If the instruction tells the agent to, it reads the message text and sets the counterparty and document type on the upload. For example, posting a file with this message:
uploads it with Acme Ltd. as the counterparty and NDA as the document type. The document type must match one of your organization’s document types. If the counterparty doesn’t match an existing one, Chamelio resolves it when it processes the document. If the message doesn’t state them, the agent leaves them empty.

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Post Several Files at Once

A message can have more than one attachment. The agent handles all of them in the same run and posts one reply in the thread with a result for each file.

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Troubleshooting

  • Check that the agent is Active. A newly published agent starts out Paused.
  • Check that the Chamelio app is in the channel.
  • If Message type is Mention agent, the agent only runs when someone mentions it.
The file type isn’t supported. Only PDF and DOCX attachments reach the agent. Convert the file to PDF or DOCX and post it again. See Which files work.
Check the instruction on the Task step. If it only allows PDFs, the agent replies instead of uploading. Change it to allow PDF and DOCX files.
The run is waiting for approval. Open it from the agent’s Runs tab and click Approve or Reject.
Add the Chamelio app to the channel, then click Click here to update the list on the Trigger step.
Skipped usually means the document appears unsigned. See the statuses in the Activity Monitor.
That’s expected. Files the agent uploads are listed with Desktop as their source, not Slack.

Agent Hub

Build agents, set triggers and tool permissions, and track runs

Slack Integration

Connect Chamelio to your Slack workspace

Activity Monitor

Track uploaded documents and their processing status