DOCUMENT OPS
Dropbox contract drop to Airtable extraction record
Watches a Dropbox folder for new contract PDFs, extracts the key deal terms with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerNew PDF in Dropbox contracts folderDropbox
- ActionDownload file and read PDF textDropbox
- ActionExtract deal-term fields with OpenAIOpenAI
- LogicSkip non-contract documents
- OutputCreate structured row in AirtableAirtable
What it does
Turns a shared Dropbox folder into a self-filling contract register. Every PDF that lands gets parsed, its core fields pulled out by an LLM, and a clean record created in Airtable with the source file linked.
When to use it
Use this when contracts arrive as email attachments saved to Dropbox or uploaded by partners, and someone is currently copying counterparty, dates, and dollar amounts into a spreadsheet by hand. Best for teams that already track agreements in Airtable.
How it works
- 1A new file appears in the watched Dropbox contracts folder and fires the trigger.
- 2The PDF is downloaded and its text content is read.
- 3An OpenAI call extracts a fixed schema: counterparty name, effective date, term length, total value, renewal type, and governing law.
- 4A logic step skips anything that is not a contract (no parties or no value detected) to keep the register clean.
- 5A new Airtable row is created with the extracted fields plus a link back to the Dropbox file and an Unreviewed status.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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 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.
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