DOCUMENT OPS
Compile a monthly upcoming-renewals digest from filed contracts
On a monthly schedule, scans the Dropbox contract folders for agreements renewing in the next 90 days and emails a prioritized digest to the finance team.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule on first business day
- ActionList contract files in Dropbox /Contracts/ClientsDropbox
- ActionExtract renewal dates and values with OpenAIOpenAI
- LogicFilter to renewals within 90 days and rank by urgency and value
- OutputEmail prioritized renewals digest to financeGmail
What it does
Produces a once-a-month forward look at contract renewals. It walks your filed contracts, finds everything coming up for renewal in the next quarter, and sends a ranked summary so finance can plan budget and notice deadlines.
When to use it
When you want a proactive renewals report rather than per-contract reminders, or to feed a monthly finance review. Complements the per-contract calendar workflow by giving a consolidated, prioritized rollup.
How it works
- 1A monthly schedule trigger kicks off the run on the first business day.
- 2The workflow lists contract files across the Dropbox `/Contracts/Clients` folders.
- 3OpenAI extracts renewal dates and values, then filters to agreements renewing within 90 days.
- 4A logic step sorts the matches by urgency and contract value to surface the highest-stakes renewals first.
- 5A formatted digest with counterparty, renewal date, value, and Dropbox links is emailed to the finance distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 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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