DOCUMENT OPS
High-value contract approval routing to Slack
Extracts the contract value from each incoming PDF and routes only deals above a set dollar threshold to a Slack approval channel with the terms summarized.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract PDF in DropboxDropbox
- ActionExtract value and summary with OpenAIOpenAI
- LogicBranch on value vs approval threshold
- ActionPost high-value deals to Slack approvalsSlack
- OutputRecord outcome in AirtableAirtable
What it does
Reads the total value out of an incoming contract PDF and decides where it goes. Large deals are pushed to a Slack channel for human sign-off with a tidy summary; small deals are logged in Airtable and never interrupt anyone.
When to use it
Use this when your team only needs eyes on contracts over a certain size and wants the rest to flow through untouched. Ideal for procurement or sales ops with a defined approval threshold.
How it works
- 1A new contract PDF arriving in Dropbox fires the trigger.
- 2The file is downloaded and OpenAI extracts counterparty, total value, and a one-paragraph summary of obligations.
- 3A logic branch compares the extracted value against the configured threshold.
- 4Above threshold: a Slack message posts to the approvals channel with the summary and Approve / Reject buttons mapped to the contract record.
- 5Below threshold: an Airtable row is created with status Auto-filed.
- 6Either path writes the outcome back to Airtable for an auditable trail.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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 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.