DOCUMENT OPS
Flag NDAs approaching expiry and alert the deal owner in Slack
Runs daily to find NDAs whose term ends within 30 days, then posts a grouped reminder to Slack with the counterparty, expiry date, and a link to the archived document.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires each morning
- ActionQuery Airtable for NDAs expiring within 30 daysAirtable
- LogicFilter superseded NDAs and group by deal owner
- ActionResolve signed-copy links from S3 archiveAWS S3
- OutputPost grouped expiry reminders to SlackSlack
What it does
Scans your NDA register every morning for agreements whose term is about to lapse and pings the responsible team in Slack before coverage quietly disappears. Each alert links straight to the signed copy in S3 so the owner can renew or let it expire deliberately.
When to use it
Use it when expiring confidentiality coverage is a real risk — active deals, ongoing vendor relationships, or anything where a lapsed NDA means unprotected disclosures. It replaces the calendar reminders nobody sets.
How it works
- 1A daily schedule kicks off the run each morning.
- 2The workflow queries Airtable for NDAs with an effective date plus term that lands inside the next 30 days and aren't already marked renewed.
- 3A logic step filters out anything flagged superseded and groups the rest by deal owner.
- 4For each owner a Slack message is assembled listing counterparty, expiry date, and the S3 link to the signed PDF.
- 5The grouped reminders post to the team channel as the final output.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect AWS S3Buckets, objects, signed URLs.
- 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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