DOCUMENT OPS
Extract contract clauses from Dropbox into a Coda obligations register
When a signed contract lands in a Dropbox folder, it pulls out key clauses (term, renewal, payment.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file in Dropbox contracts folderDropbox
- ActionDownload file and extract document textDropbox
- ActionExtract clauses into a fixed schema with OpenAIOpenAI
- LogicSkip files that aren't contracts (low confidence / missing fields)
- OutputWrite obligation row to Coda registerCoda
What it does
Watches a Dropbox contracts folder and turns each new signed PDF into structured obligation rows in Coda. It reads the document, has an LLM extract the clauses that create ongoing duties, and writes one register entry per contract with the party names, effective date, term length, renewal type, and notice period.
When to use it
Use it when contracts pile up in shared storage but nobody is tracking the commitments inside them. Legal ops, finance, and procurement teams use this to keep a single obligations register current without manually re-reading every agreement.
How it works
- 1A new file appears in the watched Dropbox contracts folder and triggers the run.
- 2The file content is downloaded and the document text is extracted.
- 3An OpenAI call parses the text into a fixed schema: counterparties, effective date, term, renewal clause, payment terms, termination rights, and governing law.
- 4A logic step skips non-contract files (low extraction confidence or missing party/term fields).
- 5The structured clauses are written as a new row in the Coda obligations register, linked back to the Dropbox path.
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.
More Document Ops workflows
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
Draft a negotiation brief from contract clause deviations
An agent reviews a contract against approved templates, researches each deviation.
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.