AI & RAG
Weekly digest of upcoming renewals and obligations from contract clauses
On a schedule, it queries the clause store for renewal, notice, and deadline terms coming due in the next window and emails a prioritized digest with each obligation quoted…
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled weekly run
- ActionQuery clauses with upcoming dates and notice windowsSupabase
- LogicRank by urgency, drop handled items
- ActionDraft prioritized obligation digestOpenAI
- OutputEmail digest with citations via GmailGmail
What it does
Surfaces time-sensitive contract obligations before they lapse. It scans the indexed clauses for dates, notice windows, and auto-renewal triggers, then builds a digest of what is coming due — each item quoting the governing clause and citing the contract and version it lives in.
When to use it
When missed renewal-notice deadlines or silent auto-renewals have bitten you before. Run it weekly so finance and legal see every obligation with enough lead time to act, without manually combing through agreements.
How it works
- 1A scheduled trigger fires on your chosen cadence.
- 2Supabase returns clauses tagged with dates or notice periods, scoped to the lookahead window.
- 3A logic step ranks obligations by urgency and drops anything already handled.
- 4OpenAI writes a concise digest, quoting each clause and noting the action required.
- 5The digest, with per-item citations to the source version, is emailed via Gmail to the owners.
Set it up
What you configure once, before turning it on.
- 1Connect SupabaseTables, auth, storage, edge functions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

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