DOCUMENT OPS
Email-Triggered Signed PDF Validator with Auto Bounce-Back
Validates signed PDFs received as Gmail attachments and automatically replies to the sender listing the exact pages that need re-signing, or confirms acceptance when complete.
How it runs
The automated pipeline, trigger to output.
- TriggerGmail message with PDF attachment receivedGmail
- ActionExtract attachment and render pagesGmail
- ActionDetect blank initials, empty signature blocks, page sequenceOpenAI
- LogicBranch: complete vs incomplete
- OutputReply to sender with defect list or acceptance confirmationGmail
What it does
When a signed contract arrives by email, this workflow opens the attachment, verifies that every initial and signature block is filled, and replies to the sender within minutes. Incomplete documents get a clear, page-numbered bounce-back; complete ones get a confirmation.
When to use it
Use it when clients return signed paperwork over email and your team wastes time manually flipping through pages to find the one missed initial. It closes the loop with the signer directly so the correction request goes out without a human ever opening the file.
How it works
- 1A Gmail message with a PDF attachment matching your label or filter triggers the run.
- 2The attachment is extracted and each page rendered for analysis.
- 3An OpenAI step locates every initial line and signature block and reports which are blank, plus whether printed page numbers run in sequence.
- 4A logic branch splits complete from incomplete.
- 5If incomplete, a Gmail reply is sent to the original sender naming the exact pages and fields to fix; if complete, a short acceptance reply confirms receipt.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 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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Run this workflow in your colony.
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