DOCUMENT OPS
Extract obligations from signed contracts into an Airtable tracker
On upload of a signed PDF to Google Drive, pulls out every commitment, deadline, and renewal date and writes each as a structured row in an Airtable obligations register.
How it runs
The automated pipeline, trigger to output.
- TriggerSigned PDF uploaded to Drive folderGoogle Drive
- ActionRead document text and metadataGoogle Drive
- LogicExtract obligations with owner, date, and source clause
- LogicNormalize dates and owners to a consistent format
- OutputWrite one obligation row per row to Airtable registerAirtable
What it does
This workflow turns a freshly signed contract into a tracked list of obligations. It reads the executed PDF, extracts who owes what by when, and creates one Airtable row per obligation with owner, due date, and source clause, so nothing relies on someone remembering a buried deadline.
When to use it
Use it when your team signs contracts faster than anyone files the commitments inside them — auto-renewals that lapse unnoticed, SLA deadlines, payment milestones, reporting duties. It gives ops and finance a single register of every live obligation.
How it works
- 1A signed PDF uploaded to the Drive 'Signed' folder triggers the run.
- 2The workflow reads the document text and metadata.
- 3An agent extracts each discrete obligation: party responsible, action, due or renewal date, and the clause it came from.
- 4Each obligation is normalized to a consistent date and owner format.
- 5One row per obligation is written to the Airtable obligations register, tagged with the contract name and signing date.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect AirtableBases, tables, views, automations.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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