DOCUMENT OPS
Split, classify, and file signed contract PDFs from Dropbox by counterparty
Watches a Dropbox intake folder for signed PDFs, splits multi-contract scans into individual documents, classifies each by type.
How it runs
The automated pipeline, trigger to output.
- TriggerNew PDF in Dropbox intake folderDropbox
- ActionSplit bundled scan into individual contracts
- ActionClassify counterparty + contract type with OpenAIOpenAI
- LogicCounterparty subfolder exists?
- ActionCreate subfolder and refile each documentDropbox
- OutputArchive original to /Processed/Dropbox
What it does
Turns a messy Dropbox dropbox of scanned signed contracts into a clean, foldered archive. When a new PDF lands in the watched intake folder, the workflow splits any bundled scans into separate contracts, reads each one to identify the counterparty and contract type, then moves every document into the correct `/Contracts/{Counterparty}/` subfolder with a normalized filename.
When to use it
Use it when deals come back as one combined scan, or when ops keeps hand-sorting executed agreements into client folders. It removes the manual triage step and keeps a consistent folder taxonomy without anyone touching the file.
How it works
- 1A new file in the Dropbox intake folder triggers the run.
- 2The PDF is split into individual contract documents at signature-page boundaries.
- 3OpenAI reads each document and extracts counterparty name and contract type.
- 4A logic step checks whether a counterparty subfolder already exists.
- 5The action creates the subfolder if missing and uploads each document with a normalized name.
- 6The original bundled file is moved to a `/Processed/` archive folder.
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.
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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.
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