Model HQ

Build a No-Code Document Review and Analysis Custom Agent Workflow in Model HQ

Create powerful document processing agents without writing any code

The No-Code Document Review and Analysis Workflow in Model HQ empowers business users and analysts to build custom document processing agents—without writing a single line of code. Using a visual editor and customizable templates like the Contract Analyzer, users can tailor workflows to fit specific use cases, such as reviewing music license royalty agreements. From editing questions to adding natural language summaries, this workflow enables fast, scalable, and domain-specific analysis that can be tested on single documents or run in batch across entire folders—ready for sharing or backend integration.

Video Tutorial Available

This walkthrough is also demonstrated step-by-step on our YouTube video:

Build a Custom Chat/RAG Bot in 10 Minutes

Use Case

Custom analysis of music license royalty agreements as an example, derived from an existing Contract Analyzer agent.

Who This Is For

Business Users

HR, Legal, Operations teams

Developers

Building custom workflows

Analysts

Automating document review

Ingredients (Prerequisites)

  • Model HQ installed
  • A sample agent (e.g., Contract Analyzer) available as a template in Model HQ
  • A sample PDF — e.g., Circe License Agreement for Copyrighted Music - sample document provided as part of Model HQ.
    C:\users\[username]\llmware_data\sample_files\AgreementsLarge\Circe License Agreement for Copyrighted Music.pdf
  • No coding knowledge required!

How-To Covered

Use the no-code visual editor to:

  • Add/remove rows
  • Update question text
  • Reuse the same RAG answer service block

Step-by-Step Recipe

1

Start a New Agent Workflow

Goal: Create a new custom agent by cloning an existing one.

Steps:

  • 1Open Agents → Select Build New then click >
  • 2Next, select Start Building in Configure Agent
  • 3Input process name in Set Up Agent, e.g., License Agreement
  • 4Set input type to User Document (indicates PDF upload)
  • 5Derive from existing agent: select Contract Analyzer
Setup Agents

Note

The input type selection is critical in Model HQ—determining how the agent receives input. Multiple input sources can be configured in advanced use cases.

2

Understand the Template Process (Contract Analyzer)

You'll see pre-loaded steps for this template which was designed for employment agreements, which we will modify for the new contracts related to music license royalty agreements:

  1. 1Parse the uploaded document
  2. 2
    Run RAG answer agent on 3 default questions:
    • When is the effective date?
    • What is the annual rate of the base salary?
    • How many vacation days?
  3. 3Output results to a report
3

Customize the Workflow for New Use Case

Scenario: We're now analyzing music license royalty agreements, not employment contracts.

Keep:

  • Parse Document (critical for extracting text from non-.txt files)

Modify Questions:

  • Change 2nd row to: "When is the effective date of the agreement?"
  • Change 3rd row to: "Who are the parties to the agreement?"
  • Change 4th row to: "What are the royalty terms, including amount and calculation method?"
4

Enhance Output: Add a Commentary Step

Optional Twist: Replace the basic report with a smarter summary.

Steps:

  • Add a new block: Report Commentary
  • Pass in all previous answers
  • Skip generating Word reports—commentary replaces it
  • Output: Natural language summary of findings

How to in the workflow:

  • 1At the end of Row 5, click the '+' button
  • 2Select Report Commentary in the Service dropdown
  • 3Input: Natural Language Summary of Findings
  • 4Context: None
Steps
  • Click > then Run then in Action click >
  • Upload the document:
    C:\users\[username]\llmware_data\sample_files\AgreementsLarge\Circe License Agreement for Copyrighted Music.pdf
Upload
5

Test the Agent on a Single Document

Steps:

  • Click Run
  • Upload a music license agreement PDF

Model HQ will:

  • Parse the document (e.g., ~17 text chunks)
  • Run the RAG agent for all 4 custom questions
  • Generate a clean summary commentary of the findings
Running Agent
6

Batch Run the Agent on Multiple Documents

Steps:

  • Switch to Batch Mode:
    Go to Agents → Load Existing → License Agreement (your custom agent), then select Batch Run
  • Select 3–4 music license agreements, e.g.:
    • Circe License Agreement for Copyrighted Music
    • Cybele Music License Agreement
    • Eos License Agreement for Copyrighted Music

Folder path: C:\users\[username]\llmware_data\sample_files\AgreementsLarge\

Document path

In Upload Documents for Batch Processing, after selecting documents, click > to begin the batch process

Model HQ will:

  • Run the agent on each file
  • Output per document:
    • Question-answer results
    • One commentary summary
    • Ready for export or further analysis
Running Multiple Docs
7

(Optional) Share or Integrate

You can now:

  • Email the agent to a colleague (they can upload & run it)
  • Save it to a shared Model HQ repository
  • Deploy it via Model HQ API Server to integrate into an app
  • Expose the workflow programmatically to backend services

Summary Table

StepAction
Derive New AgentBased on Contract Analyzer
Modify QuestionsRemove irrelevant, add domain-specific
Add CommentaryAuto-generate summary from answers
Run Single TestValidate logic and structure
Run Batch TestScale to many docs at once
Share / IntegrateVia file or backend API

Why It Works

Fast Adaptation

Using no-code UI for rapid development

Domain-Agnostic

Works for any document type

Quick Deployment

Test, tweak, and deploy in minutes

User Empowerment

Empowers analysts and business users without developer time

Need Help?

If you encounter any issues while updating your model configuration, feel free to contact our support team at support@aibloks.com