DOCUMENT OPS
Send a weekly digest of contract obligations coming due
On a weekly schedule, queries the obligation database for commitments due in the next 14 days, groups them by owner.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule (Monday morning)
- ActionQuery obligations due in next 14 days and overduePostgres
- LogicGroup by owner and sort overdue first
- ActionDraft a readable digest with an LLMOpenAI
- ActionPost digest to team Slack channelSlack
- OutputReturn count of obligations included
What it does
Runs on a weekly schedule against the obligation tracker database (populated by your clause-extraction workflows), finds every obligation due in the coming two weeks, groups them by responsible owner, and posts a clean, prioritized digest to Slack. Overdue items are called out at the top.
When to use it
Use this once obligations are being captured into a database and you need a recurring nudge that keeps owners accountable to their contract commitments without anyone manually scanning the tracker.
How it works
- 1A weekly schedule trigger starts the run every Monday morning.
- 2A Postgres query selects obligations due in the next 14 days plus any past-due items.
- 3A logic step groups results by owner and sorts overdue items first.
- 4An LLM drafts a concise, readable digest from the grouped data.
- 5The digest is posted to the team Slack channel.
- 6The number of obligations included is returned as the output.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
More Document Ops workflows
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
Flag redline deviations when a contract lands in Drive
Watches a Google Drive folder for incoming counterparty contracts, diffs each clause against your approved template library.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
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.