DOCUMENT OPS
Sync executed-contract terms back to the Salesforce opportunity
When a signed agreement is added to Dropbox, extracts the commercial terms and writes the effective date, term, and renewal date onto the matching closed-won Salesforce…
How it runs
The automated pipeline, trigger to output.
- TriggerNew executed contract added to DropboxDropbox
- ActionExtract account, contract number, and dates with OpenAIOpenAI
- ActionSearch Salesforce for matching closed-won opportunitySalesforce
- LogicRoute unmatched contracts to a review queue
- OutputUpdate opportunity with executed terms and renewal dateSalesforce
What it does
Closes the loop between the signed PDF and CRM. After a deal is marked closed-won, the actual executed terms often differ from the quote. This workflow reads the signed contract, extracts the real dates and term, finds the matching opportunity by account and contract number, and updates the opportunity record so the CRM reflects what was actually signed.
When to use it
Use it when sales marks deals closed-won but the contract's true effective date and renewal date never make it back into Salesforce, leaving renewals and revenue recognition out of sync with the paper.
How it works
- 1A new file in the Dropbox executed-contracts folder triggers the run.
- 2The PDF text is extracted and OpenAI pulls account name, contract number, effective date, term, and renewal date.
- 3The workflow searches Salesforce for a closed-won opportunity matching the account and contract number.
- 4A branch handles no-match cases by routing them to a review queue instead of guessing.
- 5The matched opportunity is updated with the executed effective date, term length, and computed renewal date.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 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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