DOCUMENT OPS
Nightly batch sweep that sorts the day's unsorted scans into Dropbox folders
On a nightly schedule, processes every PDF that accumulated in the unsorted Dropbox folder, splits and classifies each one, files them by type, and posts a sorting summary.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionList all PDFs in Dropbox /unsorted folderDropbox
- ActionSplit and classify each document by typeOpenAI
- ActionMove each document into its type folderDropbox
- OutputEmail a sorting summary with per-type countsOutlook
What it does
Instead of reacting to each file the moment it arrives, this workflow runs once a night and clears out everything that piled up in the unsorted folder during the day. It splits each multi-page scan, classifies the pieces, files them into type folders, and posts a summary of how many documents of each type it sorted, giving the team a tidy folder structure every morning.
When to use it
Use it when real-time filing is unnecessary and a predictable nightly cleanup is simpler to reason about, or when scan volume spikes during business hours and you'd rather process in one quiet batch. Good for back-office teams that review filings the next day.
How it works
- 1A nightly schedule triggers the sweep.
- 2The workflow lists every PDF in the Dropbox `/unsorted` folder.
- 3Each file is split into documents and classified by type.
- 4Every split document is moved into its matching type folder.
- 5A summary email goes out via Outlook with counts per type and any files that couldn't be classified.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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 this workflow in your colony.
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