Match the NDA shape to the information flow
If both sides are sharing confidential information, a mutual NDA may be the better shape. If one side is primarily disclosing, a one-way NDA may fit the workflow.
That choice should be made by a person or an explicit business rule, not by an agent improvising from the recipient name.
Use agents for the repeatable send
Once the approved one-way NDA template is selected, the agent can handle the mechanical work: fill recipient variables, run a dry run, wait for approval, send the signing link, and track completion.
That keeps the agent useful without asking it to decide legal posture.
- Sales demo recipient.
- Contractor candidate.
- Vendor diligence contact.
- Invention review participant.
- Partner evaluation contact.
Keep the signed NDA tied to the opportunity
The signed record should link back to the opportunity, candidate, vendor, or project that required it. Metadata makes that possible.
When the NDA is signed, the workflow can continue with a verifiable record instead of a vague note that legal paperwork was probably done.