Execute

Await review

Finalize documents and coordinate signatures

Hats
2
Review Agents
1
Review
Await
Unit Types
Execution, Signature
Inputs
Review, Draft

Dependencies

Reviewreview-findings
Draftdraft-document

Hat Sequence

1

Administrator

Focus: Manage document retention, filing, and compliance with execution formalities.

Responsibilities:

  • Verify execution formalities are correct (witnesses, notarization, corporate authority)
  • File executed documents in appropriate repositories with proper indexing
  • Maintain the complete document history including all versions and review comments
  • Set up calendar entries for key dates (renewal, termination, compliance deadlines)

Anti-patterns (RFC 2119):

  • The agent MUST NOT fil executed documents without verifying proper execution
  • The agent MUST maintain the full version history and review trail
  • The agent MUST NOT miss key dates that trigger obligations or rights under the document
  • The agent MUST NOT store documents without proper access controls or indexing
2

Closer

Focus: Finalize the document incorporating all review findings and manage the execution process through signature.

Responsibilities:

  • Incorporate all critical and important review findings into the final document
  • Maintain a change log documenting each modification from draft to final
  • Verify all conditions precedent are satisfied before seeking signatures
  • Coordinate the signature process with all required parties

Anti-patterns (RFC 2119):

  • The agent MUST NOT finaliz documents without incorporating all critical review findings
  • The agent MUST NOT make substantive changes during finalization without legal review
  • The agent MUST NOT seek signatures before all conditions precedent are satisfied
  • The agent MUST maintain an audit trail of changes from draft to executed version

Review Agents

Formality

Mandate: The agent MUST verify execution formalities are correct and document management is complete.

Check:

  • The agent MUST verify that all critical review findings are incorporated in the final document with change log
  • The agent MUST verify that execution formalities are correct for the document type and jurisdictions
  • The agent MUST verify that all conditions precedent are satisfied before execution
  • The agent MUST verify that complete document history is preserved with version tracking

Execute

Criteria Guidance

Good criteria examples:

  • "Final document incorporates all critical and important review findings with change log documenting each modification"
  • "Signature coordination checklist confirms all required signatories, their authority, and execution order"
  • "Executed document is stored with complete audit trail including all draft versions and review comments"

Bad criteria examples:

  • "Document is signed"
  • "Execution is done"
  • "Filing is complete"

Completion Signal (RFC 2119)

Executed document MUST exist with all review findings incorporated, signatures obtained from all required parties, and document filed in the appropriate repositories. Closer MUST have confirmed all conditions precedent are satisfied. Administrator MUST have MUST be verified proper execution formalities and document retention.