DOCUMENT OPS
Catch auto-renewal and termination deadlines from contracts
Reads contracts from Dropbox, extracts renewal, termination, and notice-period dates with AI, logs them to a Coda tracker.
How it runs
The automated pipeline, trigger to output.
- TriggerNew vendor contract in Dropbox folderDropbox
- ActionDownload and extract contract textDropbox
- ActionExtract renewal, term, and notice dates and compute deadlineOpenAI
- ActionLog dates to Coda renewals trackerCoda
- OutputCreate calendar reminder before notice deadlineGoogle Calendar
What it does
Finds the dates buried in contract language — auto-renewal triggers, termination windows, and required notice periods — and turns them into tracked, calendared deadlines. It computes the last safe date to give notice and sets a reminder before it, so a contract never silently renews because nobody read the fine print.
When to use it
Use it when your business signs recurring vendor or SaaS agreements with auto-renewal clauses and you've been burned (or nearly burned) by a renewal you meant to cancel. Ideal for finance and ops owners managing a growing vendor portfolio.
How it works
- 1A new agreement in the Dropbox vendor-contracts folder triggers the workflow.
- 2The document is downloaded and its text extracted.
- 3OpenAI extracts the renewal date, term length, notice-period length, and termination conditions, then computes the notice deadline.
- 4The dates are written to a Coda renewals tracker.
- 5A Google Calendar reminder is created a configurable number of days before the notice deadline, with the contract name and cancel-by date.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 4Connect Google CalendarEvents, attendees, availability.
- 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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