DOCUMENT OPS
Classify contract type from a Dropbox intake folder and file it into the right Notion register
Watches a Dropbox intake folder, reads each new contract PDF, classifies it (NDA, MSA, SOW, vendor, employment) with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file added to Dropbox intake folderDropbox
- ActionDownload PDF and extract textDropbox
- ActionClassify type and extract metadata with OpenAIOpenAI
- LogicMap contract type to target Notion register
- OutputCreate row in matching Notion registerNotion
- ActionMove file to type-named Dropbox subfolderDropbox
What it does
Turns a messy shared Dropbox "contracts/intake" folder into a clean, sorted set of Notion registers. Every file that lands gets read, classified by contract type, and routed to the correct register database with its counterparty, effective date, and term extracted automatically.
When to use it
Use this when legal or ops receives signed contracts as PDFs into one shared folder and someone is manually deciding "is this an NDA or an MSA?" and copy-pasting fields into a tracker. It removes the sorting and data-entry step entirely.
How it works
- 1A new file in the Dropbox intake folder triggers the run.
- 2The PDF is downloaded and its text extracted.
- 3OpenAI classifies the contract type and pulls counterparty, effective date, term length, and governing law into structured fields.
- 4A logic branch maps the detected type to the matching Notion register (NDA, MSA, SOW, Vendor, Employment).
- 5A row is created in that register with the extracted metadata and a link back to the Dropbox file.
- 6The original file is moved into a type-named subfolder so intake stays empty.
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.