Tutorial: let an AI agent draft contracts, with a person approving

An agent is good at drafting and bad at knowing when a document should leave the building. Docustay lets you give it the first and keep the second. This takes about ten minutes.

1. Make the agent its own key

In Developers, make a key named for the agent:

• Environment: test while you try it.
• Scopes: documents:read, documents:write, templates:read. Nothing else.
• Tick Draft only.
• Optionally set drafts per day and sends per day. They are exact, and past the limit the key gets a 429.

Give the agent that key and nothing more.

2. What the agent can do

The agent creates a draft from a template or from text, checks it, and edits it:

const draft = await docustay.createDocument({ title: "Services agreement", source, people });
const check = await docustay.checkDocument({ source, people });   // read every problem it lists

It can ask to send:

const r = await docustay.sendDraft(draft.id);   // answers 202, state "draft", approval.status "pending"

Nothing is emailed. The document stays a draft, and asking again returns the same request, not a second one.

3. A person approves

Open Developers → Approvals. Each waiting request shows the document, the key that asked, and when. Open the document, read it, then press Approve and send or Decline. Approving sends it now, as you. Declining leaves it a draft for the agent or a person to change.

4. See what the agent did

On the same screen, What your keys did lists every call the key made (route and answer, never the contents of the request, so a prompt never lands in the log) and every request with who decided it.

5. Tell the agent the rules

Add the published skill to your agent so it behaves: docustay-agent-safety in the Docustay Claude plugin (sdk/claude-plugin). It tells the agent to use a test key first, to read every problem a check reports, to stop on a 429, and to tell you when a send is waiting instead of retrying.

6. Going live

When the test flow works, make a live draft-only key with limits that suit you. Keep Draft only on until you trust the agent's drafts; turning it off is a change you make to that key, not something the agent can do.