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…

CategoryDocument Ops
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew deck uploaded to Drive folderGoogle DriveGoogle Drive
  • ActionExtract figures, captions, and source refsOpenAI
  • ActionMatch figures to Airtable recordsAirtableAirtable
  • 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

  1. 1A new file in the watched Google Drive folder triggers the flow.
  2. 2The deck content is read and an OpenAI step pulls out every figure, its caption, and its claimed source cell or note.
  3. 3Each figure is matched against the Airtable source-of-record record by key.
  4. 4A logic step computes whether all figures tie out within tolerance and produces an overall verdict.
  5. 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.

  1. 1
    Connect Google DriveDocs, sheets, slides, files.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect AirtableBases, tables, views, automations.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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