DOCUMENT OPS
Auto-file incoming Dropbox contracts into counterparty folders
Watches a Dropbox inbox folder for new contract PDFs, extracts the counterparty name, and moves each file into the matching client folder (creating it when none exists).
How it runs
The automated pipeline, trigger to output.
- TriggerNew file added to Dropbox /Contracts/InboxDropbox
- ActionExtract counterparty name and title with OpenAIOpenAI
- LogicBranch: does a folder for this counterparty exist?
- ActionCreate counterparty folder if missingDropbox
- OutputMove and rename file into counterparty folderDropbox
What it does
Keeps your Dropbox contract inbox empty by routing every newly uploaded agreement into a folder named after the other party to the contract. New counterparties get a fresh folder automatically, so nothing ever piles up unsorted.
When to use it
When contracts arrive in a shared Dropbox inbox from many sources (sales, legal, partners) and someone has to manually drag each one into the right client folder. Ideal for ops or legal-ops teams that file by counterparty rather than by date.
How it works
- 1A new file landing in the Dropbox `/Contracts/Inbox` folder triggers the run.
- 2The file's text is read and sent to OpenAI to identify the counterparty/company name and contract title.
- 3A branch checks whether a folder for that counterparty already exists in `/Contracts/Clients`.
- 4If not, the workflow creates the counterparty folder in Dropbox.
- 5The contract is moved out of the inbox into the counterparty folder, renamed to a clean `Counterparty - Title - Date` convention.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.