DOCUMENT OPS
Build a contract registry in Airtable with tiered renewal calendar events
Extracts metadata from a signed contract, writes a full row to an Airtable contract registry.
How it runs
The automated pipeline, trigger to output.
- TriggerNew signed contract PDF lands in DropboxDropbox
- ActionExtract term sheet and annual value with OpenAIOpenAI
- ActionAppend contract record to Airtable registryAirtable
- LogicBranch on annual value to set reminder lead time
- OutputCreate tiered renewal event in Google CalendarGoogle Calendar
What it does
It maintains a single source of truth for every signed agreement and warns you earlier the more a contract is worth. On a new contract upload, it extracts the full term sheet, appends a row to your Airtable registry, then schedules tiered renewal reminders: high-value contracts get a 90-day heads-up, everything else gets 30 days.
When to use it
Use it when you need an auditable contract registry plus risk-weighted reminders, not just a flat calendar ping. Ideal for finance and procurement teams managing a mixed book of vendor and customer agreements.
How it works
- 1A new signed contract PDF lands in Dropbox and triggers the run.
- 2OpenAI extracts counterparty, effective date, renewal date, term, and annual contract value.
- 3The extracted record is written as a new row in the Airtable contract registry.
- 4A logic branch reads the annual value: contracts above the threshold are flagged high-value.
- 5A Google Calendar reminder is created 90 days out for high-value contracts and 30 days out for the rest, linking back to the Airtable record.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect Google CalendarEvents, attendees, availability.
- 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 it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.