DOCUMENT OPS
On-upload board-deck figure gatecheck
When a new deck lands in a watched Google Drive folder, immediately reconciles every cited figure against the Airtable source of record and replies in the uploader's Slack thread…
How it runs
The automated pipeline, trigger to output.
- TriggerNew deck uploaded to Drive folderGoogle Drive
- ActionExtract figures, captions, and source refsOpenAI
- ActionMatch figures to Airtable recordsAirtable
- LogicCompute overall approve-or-fix verdict
- OutputReply with verdict in SlackSlack
What it does
The moment a deck is uploaded for review, it checks each cited figure against the authoritative spreadsheet and returns a fast verdict, so the person who dropped the file knows whether it is safe to circulate.
When to use it
Use this when decks are produced ad hoc and dropped into a shared folder, and you want an instant correctness check rather than waiting for a scheduled batch run.
How it works
- 1A new file in the watched Google Drive folder triggers the flow.
- 2The deck content is read and an OpenAI step pulls out every figure, its caption, and its claimed source cell or note.
- 3Each figure is matched against the Airtable source-of-record record by key.
- 4A logic step computes whether all figures tie out within tolerance and produces an overall verdict.
- 5If everything matches, it posts an approved-to-circulate confirmation to Slack; if not, it posts the failing figures with their correct values so the author can fix them.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.

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