DOCUMENT OPS
Contract renewal date capture to calendar reminders
Extracts renewal and expiration dates from each incoming contract PDF and creates Google Calendar reminders ahead of every key date so auto-renewals and expirations never sneak…
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract PDF in DropboxDropbox
- ActionExtract renewal and expiration dates with OpenAIOpenAI
- LogicCompute reminder date from notice window
- ActionCreate Google Calendar reminder eventGoogle Calendar
- OutputLog dates to Airtable renewal trackerAirtable
What it does
Pulls the renewal type, notice window, and expiration date out of every new contract and turns them into dated calendar reminders with enough lead time to act before an auto-renewal locks in.
When to use it
Use this when contracts slip into costly auto-renewals or lapse unnoticed because nobody tracks notice windows. Best for ops, finance, or vendor-management teams managing many agreements.
How it works
- 1A new contract PDF in the watched Dropbox folder fires the trigger.
- 2OpenAI extracts the expiration date, renewal type, and required notice period.
- 3A logic step computes the reminder date by subtracting the notice window from the renewal or expiration date.
- 4A Google Calendar event is created on that reminder date with the counterparty and required action in the title.
- 5A row is logged to Airtable capturing all the dates so the renewal pipeline stays visible.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect AirtableBases, tables, views, automations.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
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