DOCUMENT OPS
Index every classified fax page into an Airtable searchable register
After a scanned PDF is classified and split, this logs one Airtable row per document with its type, sender, page count, and Dropbox link so the whole archive is searchable.
How it runs
The automated pipeline, trigger to output.
- TriggerNew multi-page PDF in Dropbox watch folderDropbox
- ActionDownload and read PDF page by pageDropbox
- ActionSplit and extract type, sender, and date per documentOpenAI
- ActionSave split files to Dropbox and capture linksDropbox
- OutputCreate one Airtable row per documentAirtable
What it does
Filing documents into folders solves storage but not findability. This workflow builds a searchable Airtable register of everything that comes through the scanner: each split document becomes a row capturing its detected type, the sender or counterparty name pulled from the text, page count, received date, and a direct link to the filed Dropbox copy.
When to use it
Use it when the team needs to answer "do we have the signed lease from March?" without digging through folders, or when an auditor wants a manifest of every document received. Pairs naturally with a split-and-file workflow already running.
How it works
- 1A new multi-page PDF in the Dropbox watch folder starts the run.
- 2The file is downloaded and read page by page.
- 3An LLM splits it into logical documents and extracts type, sender, and date for each.
- 4Each split document is saved back to Dropbox and a shareable link is captured.
- 5One Airtable row per document is created with type, sender, page count, date, and the Dropbox link.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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 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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