DOCUMENT OPS
Extract clauses from new signed contracts into an Airtable obligations register
Watches a Dropbox folder for newly signed contracts, uses an LLM to pull key clauses and obligations, and writes each one as a structured row in an Airtable obligations register.
How it runs
The automated pipeline, trigger to output.
- TriggerNew signed contract added to Dropbox folderDropbox
- ActionDownload file and extract PDF textDropbox
- ActionExtract structured clauses and obligations with OpenAIOpenAI
- LogicDrop boilerplate and rows missing party or obligation
- OutputWrite each obligation as a row in Airtable registerAirtable
What it does
Turns freshly signed PDFs landing in Dropbox into a structured, queryable obligations register in Airtable. Each contract is parsed into discrete obligations — payment terms, deliverables, SLAs, liability caps, termination notice — with the owning party and any deadline attached.
When to use it
Use it when your legal or ops team saves countersigned agreements to a shared Dropbox folder and you need a living register instead of re-reading PDFs every quarter. Ideal for teams without a dedicated CLM tool.
How it works
- 1A new file lands in the monitored Dropbox `/Signed Contracts` folder and triggers the run.
- 2The file is downloaded and its text extracted from the PDF.
- 3An OpenAI call extracts a structured list of clauses: type, summary, obligated party, due/notice date, and source page.
- 4A logic step filters out boilerplate and drops rows missing both a party and an obligation.
- 5Each remaining obligation is written as a row in the Airtable register, linked to a parent contract record.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, 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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