DOCUMENT OPS
Extract contract clauses from signed PDFs and populate a Notion obligation tracker
When a signed contract lands in a Dropbox folder, it parses the PDF, extracts key clauses and obligations with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerNew signed PDF added to Dropbox contracts folderDropbox
- ActionDownload and extract text from the PDFDropbox
- ActionExtract structured obligations with an LLMOpenAI
- LogicFilter out rows with no actionable obligation or date
- ActionCreate one Notion page per obligationNotion
- OutputReturn summary of obligations created
What it does
Watches a Dropbox folder for newly signed contract PDFs, reads the document text, and uses an LLM to pull out the obligations that matter: payment terms, renewal and termination notice windows, SLAs, indemnities, and deliverable deadlines. Each obligation becomes its own row in a Notion obligation-tracker database, with the source clause text, owner, and due date attached.
When to use it
Use this when contracts are signed and filed in Dropbox but nobody is tracking the commitments inside them. It turns a static PDF archive into an actionable obligation register your operations or legal team can work from.
How it works
- 1A new PDF appears in the watched Dropbox contracts folder and fires the trigger.
- 2The file is downloaded and its text extracted from the PDF.
- 3An LLM extracts a structured list of obligations, each with type, clause text, responsible party, and any date.
- 4A filter drops rows with no actionable obligation or date so the tracker stays clean.
- 5Each remaining obligation is written as a new page in the Notion obligation database.
- 6A confirmation summary of obligations created is posted back as the workflow output.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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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