DOCUMENT OPS
Expiring NDA Term Renewal Watcher
Scans the NDA Postgres ledger daily for agreements whose confidentiality term is about to lapse and sends the owning account manager a renewal heads-up in Outlook.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery Postgres ledger for NDAs near term expiryPostgres
- LogicSkip already renewed or terminated NDAs
- OutputEmail expiry heads-up to owning account managerOutlook
What it does
Reads the NDA ledger every morning, finds agreements whose confidentiality or overall term expires within a configurable window, and emails the responsible account owner an early warning so they can renew or re-paper before protection lapses. It closes the gap between extraction and the obligation actually expiring.
When to use it
Use it once NDAs are already captured with their term dates in a database and you need a recurring watch so none silently expire. Pairs naturally with any of the extraction workflows that populate the ledger.
How it works
- 1A daily schedule triggers the watcher.
- 2The Postgres ledger is queried for NDAs whose term end date falls inside the alert window.
- 3A logic step skips agreements already marked renewed or terminated.
- 4For each remaining match, the owning account manager and contract details are resolved.
- 5An Outlook email is sent to the owner with the expiring NDA, its term date, and the counterparty.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OutlookMail, calendar, contacts.
- 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.
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