DOCUMENT OPS
Weekly board-deck appendix reconciler with Slack variance report
On a weekly schedule, extracts every cited figure from the latest board deck and checks each one against the Airtable source-of-record table.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule before board review
- ActionFetch latest deck from Drive folderGoogle Drive
- ActionExtract cited figures and footnotesOpenAI
- ActionLook up each figure in Airtable source of recordAirtable
- LogicSplit matches from variances
- OutputPost variance report to SlackSlack
What it does
It audits the appendix and body of your latest board deck so no number in front of the board contradicts the numbers in your system of record. Every cited figure is matched to its authoritative value, and any mismatch is surfaced before distribution rather than during the meeting.
When to use it
Run this when a finance or chief-of-staff team assembles a recurring board or investor deck from a master metrics spreadsheet and needs a standing check that the deck's figures still tie out to that source.
How it works
- 1A weekly schedule fires ahead of the standing review.
- 2The flow pulls the most recent deck file from the designated Google Drive folder.
- 3An OpenAI step extracts each cited figure with its label and any footnote reference into a structured list.
- 4Each extracted figure is looked up in the Airtable source-of-record table and compared, with a tolerance for rounding.
- 5A logic step splits clean matches from variances.
- 6A formatted Slack message reports total figures checked, matches, and each mismatch with deck value versus source value.
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.
More Document Ops workflows
Flag redline deviations when a contract lands in Drive
Watches a Google Drive folder for incoming counterparty contracts, diffs each clause against your approved template library.
Gate contract signing on clause-deviation approval
When a contract is submitted for signature via webhook, diffs its clauses against approved templates and either auto-approves clean documents or holds them in Slack for explicit…
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
Log contract clause deviations to a Notion review register
On a daily schedule, scans a Drive contracts folder, diffs clauses against approved templates with OpenAI.
Weekly audit of clause drift across the contract repository
Each week, scans all executed contracts in Drive, measures how far each clause has drifted from approved templates.
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.