DOCUMENT OPS

Agent Triage Of Signed Contracts With Notion Routing

When a signed contract arrives in Google Drive, an agent verifies the signature metadata, reasons about whose name and date are expected for that contract, logs findings to Notion.

CategoryDocument Ops
Enginepaperclip
Difficultyadvanced
Triggerevent
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew signed contract in Google DriveGoogle DriveGoogle Drive
  • ActionAgent extracts signer, date, and certificateGoogle DriveGoogle Drive
  • LogicAgent cross-checks against expected signer and date
  • ActionLog verification findings to NotionNotionNotion
  • OutputEscalate mismatches to SlackSlack

What it does

Uses an agent to triage signed contracts beyond a fixed rule check. It reads the embedded signer, date, and certificate, then reasons about whether the signer and date match what was expected for that specific contract (for example, the counterparty named in the document), records its findings in a Notion verification log, and escalates anything suspicious.

When to use it

Use it when a simple field-presence check is not enough and you need judgment about whether the right party signed at a plausible time. Good for teams handling varied counterparties where expected signer names differ per document.

How it works

  1. 1A new signed contract in Google Drive triggers the run.
  2. 2The agent extracts signer, date, and certificate metadata from the PDF.
  3. 3The agent cross-checks signer and date against expected values inferred from the document body.
  4. 4It writes a structured verification entry to the Notion log.
  5. 5On any mismatch or low-confidence result, it escalates with context to a Slack channel.

Set it up

What you configure once, before turning it on.

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

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