DOCUMENT OPS
Auto-renew clause watcher with Postgres register and Slack alerts
Runs daily over a Postgres contract register, computes each agreement's auto-renew notice deadline.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery active auto-renew contracts from Postgres registerPostgres
- LogicCompute notice deadline and keep contracts inside the warning window
- ActionDraft per-contract action summary with OpenAIOpenAI
- OutputPost grouped renewal-deadline digest to SlackSlack
What it does
Scans your structured contract register every morning and surfaces agreements whose auto-renew notice window is approaching. It calculates the last date to give notice from the effective date plus the term and notice period, then warns the responsible owner before the silent renewal locks in.
When to use it
Use it once contracts are already in a Postgres register and the risk you care about is missing the opt-out window on auto-renewing agreements. Ideal for finance and vendor-management teams trimming spend on contracts that renew automatically.
How it works
- 1A daily schedule starts the run.
- 2The workflow queries Postgres for active contracts with an auto-renew clause and a future renewal date.
- 3For each row it computes the notice deadline (renewal date minus the required notice days).
- 4A branch keeps only contracts whose deadline falls inside the configured warning window (for example, 45 days out).
- 5OpenAI drafts a short, human-readable summary per contract: counterparty, value, deadline, and what action is needed.
- 6A digest is posted to the owning team's Slack channel, grouped by deadline urgency.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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