DOCUMENT OPS
Extract contract metadata from Dropbox PDFs into an Airtable register
When a signed PDF arrives in Dropbox, extracts key contract terms with OpenAI and writes a structured row to an Airtable contract register, linking back to the source file.
How it runs
The automated pipeline, trigger to output.
- TriggerNew signed PDF in DropboxDropbox
- ActionExtract contract terms with OpenAIOpenAI
- LogicRequired fields parsed cleanly?
- ActionUpsert row in Airtable contract registerAirtable
- OutputConfirm row + flag low-confidence fieldsAirtable
What it does
Builds and maintains a searchable contract register in Airtable from the PDFs your team drops into Dropbox. Each new signed agreement is read, its key terms are pulled out, and a fully populated row appears in Airtable with a link back to the Dropbox file.
When to use it
Use it when legal or finance needs a single source of truth for active contracts — effective dates, renewal dates, value, counterparty — but the actual documents live in Dropbox. It replaces the spreadsheet someone updates by hand after every signing.
How it works
- 1A new PDF in the watched Dropbox folder triggers the run.
- 2OpenAI extracts counterparty, contract type, effective date, term length, renewal date, and total value.
- 3A logic step validates that required fields parsed cleanly.
- 4The action upserts a row into the Airtable contract register keyed on contract number, storing the Dropbox shared link.
- 5The output confirms the register row and flags any field that failed extraction for human review.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, 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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Run this workflow in your colony.
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