DOCUMENT OPS
Extract contract clauses from new Dropbox uploads into a risk register
When a contract lands in a Dropbox folder, it pulls the text, extracts key clauses (liability, indemnity, termination, auto-renewal), scores each for risk.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file added to Dropbox contracts folderDropbox
- ActionDownload file and extract document textDropbox
- ActionExtract named clauses and score each for riskOpenAI
- LogicFlag for review if any clause is high risk
- OutputAppend contract and clause risks as a Coda register rowCoda
What it does
Watches a Dropbox "Incoming Contracts" folder and turns every new PDF or DOCX into a structured, reviewable entry. It reads the document, isolates the clauses that matter most to legal and procurement, assigns a risk level to each, and writes one register row per contract so nothing sits unreviewed in a shared drive.
When to use it
Use it when vendors or counterparties email signed agreements that get dropped into a shared Dropbox folder and a person has to manually skim each one. Good for ops, procurement, or a small legal team that wants triage before a human reads the full paper.
How it works
- 1A new file in the watched Dropbox folder fires the trigger.
- 2The file contents are downloaded and the document text is extracted.
- 3OpenAI extracts named clauses (liability cap, indemnity, termination, auto-renewal, governing law) and rates each low/medium/high risk with a one-line rationale.
- 4A logic step checks whether any clause scored high.
- 5The contract, its clauses, and risk levels are appended as a new row in the Coda risk register, flagged for review when high-risk clauses are present.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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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