DOCUMENT OPS
Alert before auto-renewal notice windows close
Runs daily against the obligation calendar, finds contracts whose auto-renew opt-out deadline falls within a configurable window.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFetch upcoming auto-renewal notice deadlines from Google CalendarGoogle Calendar
- LogicSplit imminent deadlines from approaching ones
- ActionDraft per-contract decision summaries with OpenAIOpenAI
- OutputPost renew-or-cancel prompt to SlackSlack
What it does
This workflow stops contracts from silently auto-renewing. It reads upcoming obligations from Google Calendar, isolates the auto-renewal notice deadlines arriving soon, and posts a clear decision prompt to Slack listing each contract, its counterparty, and the last date to act.
When to use it
Use it when you already track obligation dates on a calendar but still miss the narrow window to opt out of auto-renewals. It turns a passive calendar into an active nudge with enough lead time to make a renew-or-cancel call.
How it works
- 1A daily schedule starts the run.
- 2Google Calendar events tagged as auto-renewal notice deadlines within the lookahead window are fetched.
- 3A logic branch separates deadlines that are imminent (act now) from those that are merely approaching.
- 4For imminent items, OpenAI drafts a concise decision summary per contract.
- 5A Slack message is posted to the contracts channel with the summaries and the hard cutoff dates.
- 6The run returns which contracts were surfaced.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 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.
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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.
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