DOCUMENT OPS
Nightly Batch Sweep of Unvalidated Signed PDFs
Runs on a nightly schedule to validate every signed PDF that arrived during the day, then logs results to Airtable and emails a single digest of all incomplete documents.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionList PDFs added to Dropbox since last runDropbox
- ActionValidate each PDF for initials, blocks, and page orderOpenAI
- LogicSeparate clean from defective and build digest
- ActionWrite all results to Airtable trackerAirtable
- OutputEmail a single digest of incomplete documentsGmail
What it does
Instead of validating one file at a time, this workflow processes the whole day's intake in one nightly pass. It validates each signed PDF for completeness, records results, and sends operations a single morning digest listing every document that still needs work.
When to use it
Use it for higher-volume teams that prefer one consolidated review queue over per-document pings. It keeps inboxes quiet during the day and hands reviewers a tidy, prioritized list each morning.
How it works
- 1A nightly schedule triggers the sweep.
- 2The workflow lists all PDFs added to the Dropbox intake folder since the last run.
- 3Each file is analyzed by OpenAI for missing initials, blank signature blocks, and page-order breaks.
- 4A logic step separates clean documents from those with defects and assembles the defect summary.
- 5Every result is written to an Airtable tracker, and a single Gmail digest of all incomplete documents is emailed to the review team.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect GmailRead, draft, send, label.
- 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.
Run this workflow in your colony.
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