DOCUMENT OPS
Detect contract amendments in Dropbox and patch the Coda register
When an amendment or revised version lands in Dropbox, it diffs the changed clauses against the original contract's obligations row and updates the Coda register in place rather…
How it runs
The automated pipeline, trigger to output.
- TriggerNew amendment/revised file in DropboxDropbox
- ActionExtract text and identify the parent contractDropbox
- ActionDiff amended clauses against stored obligations with OpenAIOpenAI
- LogicRoute: patch matching row or create new entry if no parent
- OutputUpdate Coda row in place with a changelog entryCoda
What it does
Handles the messy reality of amendments. When a revised or amendment file appears in Dropbox, it matches it to the existing contract, has an LLM diff the new clauses against the recorded obligations, and updates the matching Coda register row in place, noting exactly what changed (new term, revised pricing, extended notice period).
When to use it
Use it when contracts get amended after they're already in your register and you keep ending up with stale or duplicated entries. This keeps each contract represented by one accurate, version-aware row.
How it works
- 1A new amendment or revised file in Dropbox triggers the run.
- 2The flow extracts the document text and identifies the parent contract by counterparty and reference.
- 3An OpenAI call diffs the amended clauses against the obligations currently stored for that contract.
- 4A logic step routes: if no parent match is found, it falls back to creating a new register entry; otherwise it prepares an update.
- 5The matching Coda row is patched in place with a changelog entry recording what the amendment altered.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect CodaDocs, packs, automations.
- 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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