DOCUMENT OPS
Send a weekly obligations and renewals digest from the Coda register
Each week it summarizes the Coda obligations register into a plain-English digest of upcoming renewals, payments, and recently added contracts.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery renewals, payments, and new rows from CodaCoda
- ActionCompose a grouped plain-English digest with OpenAIOpenAI
- LogicSkip send when nothing material to report
- OutputEmail digest to stakeholders via OutlookOutlook
What it does
Produces a weekly executive digest from your Coda obligations register. It gathers the contracts renewing soon, payments coming due, and agreements added in the last seven days, has an LLM write a concise narrative summary grouped by urgency, and emails it to your stakeholder list through Outlook.
When to use it
Use it when leadership and finance want a regular pulse on contractual commitments without logging into the register. It replaces the manual Monday-morning roundup with a consistent, readable brief.
How it works
- 1A weekly schedule starts the run.
- 2The flow queries the Coda register for renewals due, payments due, and newly added rows in the reporting window.
- 3An OpenAI call turns the raw rows into a grouped, plain-English digest with a short risk callout for anything urgent.
- 4A logic step skips sending if there is nothing material to report this week.
- 5The digest is emailed to the stakeholder distribution list via Outlook with a link to the full Coda register.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 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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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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