DOCUMENT OPS
Refresh board deck KPI slides when source data changes
When the upstream KPI mart finishes its nightly load, refreshes only the numbers and charts on the existing board deck draft in Google Drive and flags any metric that moved…
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook: KPI mart load completesHTTP webhook
- ActionRead refreshed KPI table from SnowflakeSnowflake
- LogicCompare metrics against deck values and variance threshold
- ActionUpdate KPI slides and chart data in deckGoogle Drive
- OutputAlert channel on metrics exceeding thresholdSlack
What it does
Keeps the in-progress board deck draft numerically current without re-running the whole assembly. When the data warehouse mart reloads, it overwrites just the KPI figures and embedded chart data on the existing deck so the operator never presents stale numbers.
When to use it
Use it during the days between deck creation and the board meeting, when finance is still closing the books and KPI values keep shifting. It saves you from manually re-pasting updated figures every time the close advances.
How it works
- 1A webhook from the warehouse orchestrator fires when the nightly KPI mart load completes.
- 2The workflow reads the refreshed KPI table from Snowflake.
- 3A logic step compares each metric against the value already in the deck and against a variance threshold.
- 4It updates the KPI slides and chart-backing tables in the existing Google Drive deck in place, preserving formatting.
- 5If any metric moved beyond the threshold, it posts a Slack alert naming the metric, old value, and new value so the narrative can be revisited.
Set it up
What you configure once, before turning it on.
- 1Connect SnowflakeWarehouses, queries, shares.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect HTTP webhookTrigger any URL on agent actions.
- 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.
More Document Ops workflows
Flag redline deviations when a contract lands in Drive
Watches a Google Drive folder for incoming counterparty contracts, diffs each clause against your approved template library.
Gate contract signing on clause-deviation approval
When a contract is submitted for signature via webhook, diffs its clauses against approved templates and either auto-approves clean documents or holds them in Slack for explicit…
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
Log contract clause deviations to a Notion review register
On a daily schedule, scans a Drive contracts folder, diffs clauses against approved templates with OpenAI.
Weekly audit of clause drift across the contract repository
Each week, scans all executed contracts in Drive, measures how far each clause has drifted from approved templates.
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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.