DOCUMENT OPS
Send a daily digest of all contracts filed that day with type breakdown and flagged risks
Runs on a schedule, pulls every contract added to the Notion register that day, summarizes counts by type and any flagged unusual clauses, and posts a digest to a Slack channel.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily end-of-day schedule
- ActionQuery Notion register for today's filingsNotion
- ActionSummarize batch and surface flagged clausesOpenAI
- LogicSkip if no contracts filed today
- OutputPost digest to Slack channelSlack
What it does
Gives the team a once-a-day rollup of contract activity instead of a stream of per-file pings. It tallies what was filed by type, surfaces any contracts flagged with non-standard or high-risk clauses, and delivers it as a single readable summary.
When to use it
Use this when leadership or legal wants visibility into intake volume and risk without watching the folder all day. Good for end-of-day situational awareness across a high-throughput intake pipeline.
How it works
- 1A daily schedule triggers the run at end of business.
- 2The Notion register is queried for all pages created since the start of the day.
- 3OpenAI summarizes the batch: counts by contract type, notable counterparties, and any clauses previously flagged as unusual.
- 4A logic step formats the digest and skips sending if zero contracts were filed.
- 5The digest is posted to the designated Slack channel with links to each new Notion page.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect OpenAIModels, embeddings, files.
- 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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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.