DOCUMENT OPS
Weekly sweep of expiring contracts from Airtable into a calendar digest
Runs every Monday, finds contracts in Airtable whose renewal date falls inside the next 90 days.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule fires
- ActionQuery Airtable for renewals due within 90 daysAirtable
- LogicSort by urgency and drop already-renewed contracts
- ActionCreate consolidated digest block in Google CalendarGoogle Calendar
- OutputPost upcoming-renewals digest to SlackSlack
What it does
It gives you one weekly view of every contract about to renew instead of scattered one-off reminders. On a schedule, it queries your Airtable contract registry for renewals landing in the next 90 days, sorts them by urgency, posts a digest to Slack, and books a single all-day calendar block so the team knows where renewal attention should go this week.
When to use it
Use it once you already have contracts tracked in Airtable and want a recurring operational rhythm rather than reacting to individual alerts. Ideal as the weekly companion to a contract-intake workflow.
How it works
- 1A weekly schedule triggers the run every Monday morning.
- 2Airtable is queried for contracts with a renewal date within the next 90 days.
- 3A logic step sorts and groups the results by days-until-renewal and drops contracts already marked renewed.
- 4A consolidated all-day digest event is created in Google Calendar listing each upcoming renewal.
- 5The same digest is posted to a Slack channel so the team sees it without opening the calendar.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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