DOCUMENT OPS
Triage signed contracts arriving by email and file them into the register
Triggers on Gmail messages carrying a signed-contract PDF, classifies whether the attachment is actually an executed agreement, extracts its obligations and renewal date.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Gmail message with PDF attachment in contracts labelGmail
- ActionExtract attachment text and classify document type with OpenAIOpenAI
- LogicProceed only if classified as executed contract
- ActionExtract obligations, parties, and renewal date with OpenAIOpenAI
- OutputWrite contract and obligations to Airtable registerAirtable
What it does
Makes the shared contracts inbox self-filing. When a countersigned PDF arrives by email, it confirms the document is an executed contract, pulls the obligations and key dates, and records them — no manual download-and-retype.
When to use it
Use it when vendors and counterparties send final signed copies straight to a monitored mailbox like `contracts@`. It keeps the register current without anyone babysitting the inbox.
How it works
- 1A new Gmail message with a PDF attachment in the monitored label triggers the run.
- 2The attachment text is extracted and an OpenAI call classifies it as an executed contract, a draft, or unrelated.
- 3A logic step stops the run unless the document is classified as executed with a signature block detected.
- 4A second OpenAI call extracts obligations, parties, and the renewal date into a structured object.
- 5The contract header and its obligations are written to the Airtable register, and the source email is labeled `filed`.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 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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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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