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…

CategoryAI & RAG
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerScheduled weekly run
  • ActionQuery clauses with upcoming dates and notice windowsSupabaseSupabase
  • LogicRank by urgency, drop handled items
  • ActionDraft prioritized obligation digestOpenAI
  • OutputEmail digest with citations via GmailGmailGmail

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

  1. 1A scheduled trigger fires on your chosen cadence.
  2. 2Supabase returns clauses tagged with dates or notice periods, scoped to the lookahead window.
  3. 3A logic step ranks obligations by urgency and drops anything already handled.
  4. 4OpenAI writes a concise digest, quoting each clause and noting the action required.
  5. 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.

  1. 1
    Connect SupabaseTables, auth, storage, edge functions.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect GmailRead, draft, send, label.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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