DOCUMENT OPS
Pre-board-meeting figure sign-off with Notion record
Two days before a board meeting on the calendar, reconciles the final deck's figures against the Airtable source of record and writes a sign-off page to Notion listing every…
How it runs
The automated pipeline, trigger to output.
- TriggerBoard meeting on calendar (two days out)Google Calendar
- ActionPull final deck from DriveGoogle Drive
- ActionExtract cited figures and sourcesOpenAI
- ActionReconcile against Airtable source of recordAirtable
- LogicAssemble per-figure pass/fail table
- OutputWrite sign-off page to NotionNotion
What it does
Ahead of each scheduled board meeting it produces a formal sign-off: a reconciliation of every cited figure against the source of record, captured as a durable record so there is documented proof the deck was verified.
When to use it
Use this when governance requires an auditable trail showing the board deck's numbers were checked against the system of record before each meeting, not just a transient Slack ping.
How it works
- 1A board meeting on the connected Google Calendar triggers the flow two days out.
- 2The final deck is pulled from Google Drive.
- 3An OpenAI step extracts each cited figure with its label and footnote source.
- 4Each figure is reconciled against the Airtable source-of-record table.
- 5A logic step assembles a per-figure table with deck value, source value, and pass or fail.
- 6A Notion sign-off page is created under the board workspace with the full reconciliation table, date, and overall status for the audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AirtableBases, tables, views, automations.
- 5Connect NotionPages, databases, comments.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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