DOCUMENT OPS
Agent triage of unsorted Dropbox documents
On a schedule, an agent reviews everything stuck in the Dropbox unsorted folder, proposes a type and destination for each, files the clear ones.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled triage run
- ActionRead unsorted files from DropboxDropbox
- LogicAgent proposes type, destination, confidence
- ActionFile high-confidence items into destination foldersDropbox
- OutputPost ambiguous cases to Slack for approvalSlack
What it does
Works the backlog of documents that the auto-classifier couldn't confidently route. An agent reads each file in the Dropbox `unsorted/` folder, reasons about what it is using the folder taxonomy and prior filing decisions, files the ones it's now sure about, and presents the genuinely ambiguous cases to the team in Slack with its best guess and reasoning.
When to use it
Use it when `unsorted/` accumulates edge cases that simple rules can't handle and you want judgment, not just a classifier. Good as the second-pass companion to the auto-foldering workflow.
How it works
- 1A schedule starts the triage run.
- 2The agent lists files in `unsorted/` and reads each one's text from Dropbox.
- 3For each file it proposes a type, destination, and confidence, citing similar past filings.
- 4A branch files high-confidence items directly into their Dropbox destination folder.
- 5Remaining ambiguous files are posted to Slack with the agent's recommendation and an approve/reroute prompt for a human.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.
More Document Ops workflows
Batch-narrate a Google Drive PDF folder in multiple languages
On a schedule, finds PDFs in a Google Drive folder that lack audio, then generates ElevenLabs narrations in each configured language and files them into per-language subfolders…
Executed Contract Exhibit & Initials Completeness Gate
When a signed contract lands in a Dropbox intake folder, verify every required exhibit, schedule, and initialed page is present.
Flag redline deviations when a contract lands in Drive
Watches a Google Drive folder for incoming counterparty contracts, diffs each clause against your approved template library.
Triage emailed contract redlines and route by risk
When a counterparty emails a redlined contract, extracts the attachment, diffs clauses against approved templates.
Narrate new Dropbox PDFs into MP3 audio versions
When a PDF lands in a watched Dropbox folder, extract its text and generate an ElevenLabs voice narration.
On-demand PDF narration via webhook with emailed audio link
Accepts a PDF URL through a webhook, generates an ElevenLabs narration with the requested voice, stores the MP3, and emails the requester a download link.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.