DOCUMENT OPS
Schedule renewal and termination-notice reminders from signed contracts
Scans newly signed contracts for renewal and termination-notice dates, then creates Google Calendar events that fire well before each deadline so nothing auto-renews by surprise.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract PDF added to DropboxDropbox
- ActionExtract text from the PDFDropbox
- ActionExtract renewal date and notice window with an LLMOpenAI
- LogicCompute notice deadline; skip if none found
- ActionCreate calendar reminders before the deadlineGoogle Calendar
- OutputReturn scheduled reminder dates
What it does
Reads a freshly signed contract, finds the renewal date and any required termination-notice window, back-calculates the last safe date to act, and creates calendar reminders so your team decides to renew or cancel before the clock runs out.
When to use it
Use this when auto-renewing vendor or SaaS contracts keep slipping past their notice windows and renewing without a decision. It converts buried date clauses into concrete, owned calendar deadlines.
How it works
- 1A new contract PDF arriving in Dropbox triggers the run.
- 2The PDF text is extracted from the downloaded file.
- 3An LLM identifies the renewal date, term length, and termination-notice period in days.
- 4A logic step computes the notice deadline by subtracting the notice window from the renewal date.
- 5If a valid deadline exists, a Google Calendar event is created on the notice deadline plus a follow-up two weeks earlier.
- 6The created reminder dates are returned as the workflow output for confirmation.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google CalendarEvents, attendees, availability.
- 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.
More Document Ops workflows
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
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.