DOCUMENT OPS
Turn signed-deal obligations into an Asana onboarding project
An agent reads a newly signed customer or vendor contract, extracts every actionable obligation, and builds an Asana project with one assigned.
How it runs
The automated pipeline, trigger to output.
- TriggerNew signed contract in DropboxDropbox
- ActionAgent reads the contract textOpenAI
- ActionAgent extracts your-side obligations with owners and datesOpenAI
- LogicProceed only if actionable obligations exist
- ActionCreate Asana onboarding project with one task per obligationAsana
- OutputReturn Asana project link and task count
What it does
When a deal is signed, an agent reads the contract, separates the obligations your side owns from the counterparty's, and creates an Asana onboarding project. Each of your obligations becomes a task with a description quoting the source clause, a due date derived from the contract, and an owner inferred from the obligation type.
When to use it
Use this when signed contracts contain delivery commitments, milestones, and SLAs that need to become real work for an implementation or account team, rather than living only in the PDF.
How it works
- 1A new signed contract PDF arriving in Dropbox triggers the agent.
- 2The agent downloads and reads the contract text.
- 3It reasons over the document to extract your-side obligations with clause text, suggested owner, and due date.
- 4A logic step confirms at least one actionable obligation was found before proceeding.
- 5The agent creates an Asana project and adds one task per obligation with owner and due date.
- 6A link to the new Asana project and the task count are returned.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 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.