DOCUMENT OPS
Detect contract renewal dates, file in Dropbox, and alert in Slack
Classifies inbound Outlook contracts, extracts the renewal or expiration date, archives the PDF in Dropbox.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Outlook email with attachmentOutlook
- LogicConfirm document is a contractHugging Face
- ActionExtract counterparty and renewal dateHugging Face
- ActionRename and upload to DropboxDropbox
- LogicCheck if renewal is within lead time
- OutputPost renewal alert to SlackSlack
What it does
Makes sure no contract renewal sneaks up on the team. When a contract arrives by email it is filed in Dropbox and its renewal date is read; if the date falls inside your alert window the workflow pings a Slack channel so an owner can act.
When to use it
Use it when contracts come in over email and renewal or auto-renew deadlines get missed because nobody tracks them centrally. Good for ops, legal, or procurement teams managing many vendor agreements.
How it works
- 1A new Outlook email with an attachment triggers the run.
- 2The PDF text is extracted and a classifier confirms it is a contract; others are ignored.
- 3The counterparty name and renewal or expiration date are extracted.
- 4The contract is renamed `CONTRACT_{counterparty}_{renewal-date}.pdf` and uploaded to the Dropbox contracts folder.
- 5A logic step compares the renewal date to today plus the configured lead time.
- 6If it falls inside the window, a Slack message with the counterparty, date, and Dropbox link is posted to the alerts channel.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect Hugging FaceModels, datasets, spaces — the open-source hub.
- 3Connect DropboxFiles and folders.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.

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