DOCUMENT OPS
Build a payment-milestone calendar from master service agreements
On demand, reads an MSA or SOW from Dropbox, extracts every payment milestone and invoicing trigger with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerManual run on a selected MSA or SOW
- ActionDownload document from DropboxDropbox
- ActionExtract payment milestones and amounts with OpenAIOpenAI
- LogicSeparate fixed-date payments from triggered ones
- ActionCreate Google Calendar series for dated milestonesGoogle Calendar
- OutputReturn the milestone schedule
What it does
Given a master service agreement or statement of work, this workflow pulls out the payment schedule — fixed-date invoices, milestone-triggered payments, and recurring fees — and lays them onto Google Calendar as a dated series finance can act against, with the dollar amount and trigger condition in each event.
When to use it
Use it right after signing a deal with a non-trivial payment structure, when you want billing dates and amounts on a shared calendar so invoices go out on time and revenue forecasting reflects the actual contract terms.
How it works
- 1A manual run is started against a selected Dropbox file.
- 2The MSA or SOW text is downloaded and read.
- 3OpenAI extracts each payment milestone with its amount, due date or trigger, and invoice reference.
- 4A logic step separates fixed-date payments from condition-triggered ones, scheduling fixed dates and flagging triggers for manual placement.
- 5Google Calendar events are created for the dated milestones with amounts in the title.
- 6The run returns the full milestone schedule for review.
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.
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Run this workflow in your colony.
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