DOCUMENT OPS
On-demand bulk backfill of a contract archive into the register
Triggered manually to sweep an existing archive of signed PDFs in cloud storage, extract terms from each, deduplicate against the register.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator starts backfill manually
- ActionList all PDFs in the Google Drive archive folderGoogle Drive
- ActionExtract terms from each PDF with OpenAIOpenAI
- LogicDedup against existing register rows in Postgres
- OutputBulk-insert missing contracts and report run summaryPostgres
What it does
Backfills a register that started late. Pointed at a folder of historical executed agreements, it processes every PDF, extracts parties and dates, checks each against what is already in the register, and inserts only the ones that are missing so you get full history without duplicates.
When to use it
Use it once, or occasionally, when you stand up a contract register and need to load years of existing signed PDFs sitting in Google Drive. The ongoing intake workflows handle new files; this handles the back catalog.
How it works
- 1An operator starts the run manually.
- 2The workflow lists every PDF in the target Google Drive archive folder and iterates over them.
- 3Each file's text is extracted and OpenAI pulls counterparty, effective date, term, and renewal terms.
- 4A dedup check queries Postgres by counterparty plus effective date to skip contracts already registered.
- 5Missing contracts are bulk-inserted into the Postgres register, and a run summary reports how many were added, skipped, or failed to parse.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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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