DOCUMENT OPS
Signed Contract Filing to Notion Repository
On a schedule, finds newly signed contracts in Dropbox, extracts the key metadata, archives the file to S3, and files a structured record in a Notion contract repository.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily scheduled sweep
- ActionFetch new signed contracts from DropboxDropbox
- ActionExtract contract metadata with AIOpenAI
- ActionArchive original file to S3AWS S3
- LogicDeduplicate against existing records
- OutputCreate record in Notion repositoryNotion
What it does
Keeps your executed-contract repository current without manual data entry. It sweeps a signed-contracts folder, pulls counterparty, value, dates, and contract type from each agreement, stores the canonical file in long-term object storage, and creates a clean searchable record in Notion.
When to use it
Use when signed contracts pile up in a folder and your repository (the source of truth for finance, audits, and renewals) is always behind. This is the recurring janitor that keeps records complete and findable.
How it works
- 1A daily schedule triggers the sweep.
- 2New files in the Dropbox signed-contracts folder are listed and fetched.
- 3OpenAI extracts counterparty, contract type, total value, effective and end dates.
- 4The original file is archived to an AWS S3 bucket for durable retention.
- 5A logic step deduplicates against existing records so reruns don't double-file.
- 6A structured contract record with the S3 link is created in the Notion repository.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AWS S3Buckets, objects, signed URLs.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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