How to Automate an NDA in Under 20 Minutes

Webinar

How to Automate an NDA in Under 20 Minutes

Watch a live NDA automation build in Checkbox showing how to capture data, generate agreements, add clauses, send emails, and track everything in dashboards.

00:33 What Checkbox is; no-code automation
01:13 Focus on NDA; broader applicability
01:40 Housekeeping: Q&A and two polls
02:10 Poll #1: audience & automation stage
02:41 Results: many beginners; interest in NDA
03:14 Why automate: manual NDA pain points
03:41 Legal/ops time drain; slow turnaround
04:09 Self-serve risks: non-compliance, no visibility
04:39 Promise: build NDA automation live
05:06 Create new app; enter Studio
05:42 Show NDA template with placeholders
06:11 dentify variables: names, UEN/ABN, purpose, clauses
06:42 Build start screen (UX setup)
07:52 Form: legal name, short name, UEN
08:57 Map variables to document fields
10:25 Form: capture NDA purpose
11:00 Use variables inside questions ({{…}})
12:39 Purpose dropdown; M&A; “Other” path
13:11 Conditional field when “Other” selected
14:25 Trade secrets: yes/no radio
15:05 Tips/definitions (trade secret)
16:23 UEN tip with ABN lookup link
16:49 Preview: start → counterparty → purpose
17:27 “Other” reveals extra purpose field
17:57 Add transcript & doc generation block
18:25 Upload template; name output
19:00 Email notification: dynamic subject/body
20:16 Review/download screen; attach outputs
21:17 Full run-through with sample inputs
22:33 Generated NDA preview
23:06 Fields populated; trade-secret clause included
23:36 Branching/approvals possible (M&A path)
24:05 Email received with attachments
24:47 Dashboards: status, divisions, dates, lists
25:52 Poll #2: use cases & blockers

Timestamps