DOCUMENT OPS
Agent-driven contract intake: file, register, and route exceptions
An agent processes each new Dropbox contract end to end — splitting, classifying, filing by counterparty, logging to Airtable.
How it runs
The automated pipeline, trigger to output.
- TriggerNew PDF in Dropbox intake folderDropbox
- ActionRead, split, and classify with OpenAIOpenAI
- LogicCounterparty match confidence high?
- ActionFile in Dropbox + log to AirtableAirtable
- OutputEscalate ambiguous cases to Slack for decisionSlack
What it does
Runs the full contract-intake desk as one autonomous agent. For each signed PDF in Dropbox it decides how to split the file, identifies the counterparty and type, files the documents into the right folders, records the contract in Airtable, and — when something does not fit the rules — pauses to ask a human in Slack instead of guessing.
When to use it
Use it when intake is varied enough that a fixed pipeline breaks: unknown counterparties, novel contract types, bundles that split unpredictably. The agent handles the routine cases automatically and routes only the genuine edge cases to a person.
How it works
- 1A new PDF in the Dropbox intake folder triggers the agent.
- 2The agent reads the document, splitting bundles and classifying counterparty and contract type via OpenAI.
- 3A logic step assesses confidence in the counterparty match.
- 4On high confidence, the agent files the documents in Dropbox and logs a row to Airtable.
- 5On low confidence or an unrecognized type, the output posts the case to Slack and waits for a human to confirm the destination before filing.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.