DOCUMENT OPS
Extract obligations from new executed contracts and build a renewal calendar
Watches a Dropbox folder for newly signed agreements, extracts every dated obligation and renewal clause with an LLM, and creates Google Calendar reminders ahead of each deadline.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file added to Dropbox contracts folderDropbox
- ActionDownload contract and extract dated clauses with OpenAIOpenAI
- LogicFilter out clauses with no parseable date
- ActionCreate a Google Calendar event per obligation with lead-time reminderGoogle Calendar
- OutputReturn summary of events created
What it does
Every time a fully executed contract lands in a Dropbox folder, this workflow reads the document, pulls out the obligations that carry a date — renewal windows, notice periods, payment milestones, auto-renew cutoffs — and turns each one into a Google Calendar event with a lead-time reminder so nothing lapses silently.
When to use it
Run this when your signed agreements are filed to Dropbox but the deadlines buried inside them never make it onto anyone's calendar. It is ideal for ops, legal, and finance teams managing dozens of vendor or customer contracts with staggered renewal and notice dates.
How it works
- 1A new file appearing in the watched Dropbox folder triggers the run.
- 2The contract text is downloaded and passed to OpenAI with a structured-extraction prompt that returns each obligation, its date, and its type.
- 3A filter drops rows with no parseable date and flags ones needing review.
- 4For each remaining obligation, a Google Calendar event is created with a reminder offset by the clause's notice period.
- 5A confirmation summary listing all events created is written back to the run output.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google CalendarEvents, attendees, availability.
- 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
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.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
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.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
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.