DOCUMENT OPS
Maintain a Coda obligation register from a contracts drive
On a daily schedule, scans new agreements in Google Drive, extracts party, value, term, and obligation details with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionList and read new agreements from Google DriveGoogle Drive
- ActionExtract terms and obligations with OpenAIOpenAI
- LogicDe-duplicate against already-processed contracts
- ActionUpsert one row per obligation into Coda registerCoda
- OutputReturn new and updated row counts
What it does
This workflow keeps a living obligation register in Coda. Each day it picks up agreements added to a Google Drive folder, has an LLM parse the key commercial terms and every recurring or one-time obligation, and writes one normalized row per obligation into a Coda table that your team filters, sorts, and reports on.
When to use it
Use it when you need a single source of truth for who owes what and when across a contract portfolio, and you want that register to stay current without anyone manually transcribing terms from PDFs.
How it works
- 1A daily schedule fires the run.
- 2Recently added files in the target Google Drive folder are listed and their text read.
- 3OpenAI extracts counterparty, contract value, term dates, and an array of obligations with due dates and owners.
- 4A logic step de-duplicates against contracts already processed so re-runs are safe.
- 5Each obligation is upserted as a row in the Coda obligation register, keyed by contract ID plus clause.
- 6The run returns a count of new and updated rows.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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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