DOCUMENT OPS
Extract clauses from contracts emailed to a shared inbox into Notion
Monitors a shared Gmail inbox for emails with signed-contract PDF attachments, extracts the key clauses, and files a structured summary page plus per-obligation rows in Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email with PDF attachment in shared Gmail inboxGmail
- ActionPull attachment and extract PDF textGmail
- ActionSummarize contract and extract obligations with an LLMOpenAI
- LogicSkip attachments that are not contracts
- ActionCreate Notion summary page with obligation rowsNotion
- OutputReturn Notion page URL
What it does
Watches a shared Gmail inbox for incoming contracts sent as PDF attachments, pulls each attachment, extracts the core commercial clauses and obligations with an LLM, and creates a Notion summary page for the contract with linked obligation rows. It removes the manual step of someone downloading email attachments and re-keying terms.
When to use it
Use this when counterparties or your sales team email signed contracts to a central address rather than dropping them in a folder, and you want those terms captured in Notion automatically on arrival.
How it works
- 1A new email with a PDF attachment lands in the watched Gmail inbox and triggers the run.
- 2The PDF attachment is pulled from the message and its text extracted.
- 3An LLM produces a contract summary plus a structured list of obligations.
- 4A filter ignores attachments that do not parse as contracts to avoid noise.
- 5A Notion summary page is created and one obligation row is added per extracted commitment.
- 6The Notion page URL is returned as the output.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 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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Run this workflow in your colony.
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