DOCUMENT OPS
Signed-PDF contract register: Dropbox to Airtable
Watches a Dropbox folder for newly executed agreements, extracts effective date, parties, term, and auto-renew clauses with an LLM.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file added to Dropbox contracts folderDropbox
- ActionDownload PDF and extract textDropbox
- ActionExtract parties, dates, and renewal terms with OpenAIOpenAI
- LogicVerify effective date and party were found; flag if low confidence
- OutputCreate structured row in Airtable contract registerAirtable
What it does
Turns a shared Dropbox folder of executed PDFs into a searchable, structured contract register in Airtable. Every time a signed agreement lands in the folder, the workflow reads the document, pulls the key commercial terms, and creates a register row with the original file linked.
When to use it
Use it when contracts get countersigned and dropped into Dropbox but nobody is keying the terms into a tracker. Good for ops, legal-ops, or finance teams who need one place to answer "when does this renew?" and "who are the parties?" without reopening PDFs.
How it works
- 1A new file appearing in the watched Dropbox folder triggers the run.
- 2The file is downloaded and its text extracted from the PDF.
- 3OpenAI parses the text into structured fields: counterparty, signing entity, effective date, term length, governing law, and any auto-renew clause language.
- 4A guard checks that an effective date and at least one party were found; low-confidence extractions are flagged rather than silently saved.
- 5A new row is created in the Airtable register with the fields, a renewal-notice date, and a link back to the Dropbox file.
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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