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.

CategoryDocument Ops
Enginesim
Difficultyintermediate
Triggerevent
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew Outlook email with attachmentOutlook
  • LogicConfirm document is a contractHugging FaceHugging Face
  • ActionExtract counterparty and renewal dateHugging FaceHugging Face
  • ActionRename and upload to DropboxDropboxDropbox
  • 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

  1. 1A new Outlook email with an attachment triggers the run.
  2. 2The PDF text is extracted and a classifier confirms it is a contract; others are ignored.
  3. 3The counterparty name and renewal or expiration date are extracted.
  4. 4The contract is renamed `CONTRACT_{counterparty}_{renewal-date}.pdf` and uploaded to the Dropbox contracts folder.
  5. 5A logic step compares the renewal date to today plus the configured lead time.
  6. 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.

  1. 1
    Connect OutlookMail, calendar, contacts.
  2. 2
    Connect Hugging FaceModels, datasets, spaces — the open-source hub.
  3. 3
    Connect DropboxFiles and folders.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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