AI & RAG
Weekly Renewal and Auto-Renew Clause Digest
On a weekly schedule, scans your Dropbox-indexed agreements for upcoming renewal dates and auto-renew terms, summarizes the obligations.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery renewal-tagged clauses in PostgresPostgres
- LogicRank by renewal urgency
- ActionSummarize obligations with OpenAIOpenAI
- OutputEmail digest via OutlookOutlook
What it does
Proactively surfaces the renewal and termination-notice clauses buried in your agreements so nothing auto-renews by surprise. Each week it builds a digest of contracts with approaching key dates and what each clause requires you to do.
When to use it
Use it when you manage a portfolio of vendor or customer MSAs with varied notice windows and auto-renewal traps. It replaces a manual calendar-and-spreadsheet review with an automated weekly briefing.
How it works
- 1A weekly schedule triggers the flow.
- 2The workflow queries the Postgres clause store for chunks tagged as renewal, term, or notice clauses and filters to contracts with dates inside the lookahead window.
- 3A logic step ranks the matches by urgency and required action.
- 4OpenAI summarizes each agreement's renewal mechanics into plain language with the source clause quoted.
- 5The digest is emailed through Outlook to the contracts owner, with a Dropbox link to each underlying agreement.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 4Connect DropboxFiles and folders.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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