DOCUMENT OPS
Daily digest of newly filed Dropbox contracts to Slack
On a daily schedule, scans the Dropbox contracts folder for documents added in the last 24 hours, summarizes each, and posts a single roll-up digest to Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionList contracts added in last 24hDropbox
- LogicAny new contracts?
- ActionSummarize each contract with OpenAIOpenAI
- OutputPost roll-up digest to SlackSlack
What it does
Gives the team one clean morning summary of every contract that landed in Dropbox the day before. Rather than per-file pings, it batches the last 24 hours of new documents into a single Slack digest with counterparty, contract type, and value for each.
When to use it
Use it when leadership or ops wants visibility into deal flow without watching the folder or getting a notification per file. It is the calm, once-a-day counterpart to real-time alerts.
How it works
- 1A daily schedule triggers the run each morning.
- 2The action lists all files added to the Dropbox contracts folder in the trailing 24 hours.
- 3A logic step ends the run quietly if nothing new arrived.
- 4OpenAI summarizes each new contract into a one-line entry with counterparty, type, and value.
- 5The output posts a single Slack digest listing every new contract with links back to Dropbox.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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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