DOCUMENT OPS
Build a browsable signed-contract database in Notion
Takes contract PDFs from Dropbox, extracts metadata, and creates one richly-tagged page per contract in a Notion database so non-technical teammates can filter and browse…
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract PDF in DropboxDropbox
- ActionDownload and extract document textDropbox
- ActionExtract counterparty, dates, value, ownerOpenAI
- LogicCheck if Notion page already exists (create vs update)
- OutputCreate or update tagged Notion database pageNotion
What it does
This workflow turns a folder of signed PDFs into a Notion contract database where each agreement is its own page — tagged with counterparty, status, owner, value, and renewal date — and the original document is linked. The result is a contract repository anyone on the team can filter and search without SQL.
When to use it
Reach for this when your stakeholders live in Notion and need to browse contracts by counterparty, type, or upcoming renewal — but you don't want to maintain the index by hand. Ideal for ops and people teams that prize a friendly UI over a raw database.
How it works
- 1A new signed PDF in the Dropbox folder triggers the run.
- 2The file is downloaded and its text extracted.
- 3An extraction model pulls structured metadata: counterparty, contract type, effective and renewal dates, value, and the owning team.
- 4A logic step checks whether a Notion page for this contract already exists to decide create-versus-update.
- 5The workflow writes a Notion database page with all fields as properties, a link to the Dropbox source, and a short auto-generated summary in the body.
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.
More Document Ops workflows
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
Run it inside a business
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.