DOCUMENT OPS
Agent that intakes scanned contracts, files them, and opens follow-up tasks
A Paperclip agent reads each scanned contract from Dropbox, extracts key terms and obligations, files the document by counterparty.
How it runs
The automated pipeline, trigger to output.
- TriggerNew scanned contract in Dropbox contracts inboxDropbox
- ActionRead contract and extract key termsOpenAI
- ActionFile PDF under the counterparty folderDropbox
- LogicCheck for upcoming renewal or missing signature
- OutputCreate Asana follow-up tasks for the ownerAsana
What it does
Contracts that arrive by fax or scan need more than filing; they carry obligations like renewal dates, unsigned pages, and payment terms. This agent-driven workflow reads each scanned contract, decides where it belongs, files it under the counterparty, and opens the right follow-up tasks so deadlines and missing signatures don't slip through.
When to use it
Use it when scanned contracts come in regularly and dropping them in a folder isn't enough; you need someone (an agent) to interpret the terms and trigger downstream work. Ideal for ops, procurement, or legal teams managing many agreements.
How it works
- 1A new scanned contract PDF in the Dropbox contracts inbox triggers the agent.
- 2The agent reads the document, confirms it is a contract, and extracts counterparty, effective date, renewal date, and signature status.
- 3It decides the correct counterparty folder, creating one if needed, and files the PDF there.
- 4A logic step checks for an upcoming renewal or a missing signature.
- 5The agent creates Asana follow-up tasks for any renewal deadline or unsigned document, assigned to the owner.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 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.
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Run this workflow in your colony.
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