DOCUMENT OPS
Flag unsigned or missing-signature contracts in Dropbox to Slack
Inspects each new Dropbox PDF for required signatures and dates, and posts a Slack alert to the deal owner when an executed contract is incomplete.
How it runs
The automated pipeline, trigger to output.
- TriggerNew contract PDF in DropboxDropbox
- ActionCheck signatures, initials, and dates with OpenAIOpenAI
- LogicFully executed?
- OutputAlert deal owner in Slack with what's missingSlack
What it does
Catches contracts that get filed before they are actually fully executed. Every PDF dropped into the contracts folder is checked for the expected signature blocks and dates; anything missing a counterparty signature or date triggers a targeted Slack alert so it gets chased before it is treated as closed.
When to use it
Use it when 'signed' contracts sometimes turn out to be missing a signature page, an initialed schedule, or a date — and that gap only surfaces months later. This gives the deal owner an immediate, specific heads-up at filing time.
How it works
- 1A new PDF in the Dropbox contracts folder triggers the run.
- 2OpenAI inspects the document for all required signature blocks, initials, and execution dates.
- 3A logic step decides: fully executed, or missing one or more required marks.
- 4If complete, the run ends quietly with no notification.
- 5If incomplete, the output posts a Slack message naming the document, the counterparty, and exactly which signatures or dates are missing.
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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