DOCUMENT OPS
Export the NDA register to Snowflake and publish a quarterly coverage report
Runs each quarter to snapshot the full NDA register into Snowflake, then generates a coverage summary by counterparty and status and posts it to a Notion page for leadership.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionRead full NDA register from AirtableAirtable
- ActionLoad dated snapshot into Snowflake tableSnowflake
- LogicAggregate coverage metrics by status and counterparty
- OutputPublish quarterly coverage report to NotionNotion
What it does
Takes a point-in-time snapshot of your entire NDA register, loads it into Snowflake for long-term analytics, and builds a leadership-friendly coverage report — how many NDAs are active, expiring, by counterparty, and by business unit — published to Notion each quarter.
When to use it
Use it when leadership or audit asks "what confidentiality coverage do we actually have?" and you need a defensible, dated answer plus a warehouse table to slice however finance or legal want later.
How it works
- 1A quarterly schedule starts the run.
- 2The full NDA register is read from Airtable, including counterparty, status, dates, and S3 document links.
- 3Each record is loaded into a dated snapshot table in Snowflake so historical states are preserved.
- 4The workflow aggregates the snapshot into coverage metrics by status, counterparty, and business unit.
- 5A formatted quarterly report is published to a Notion page for leadership, completing the cycle with both a warehouse record and a readable summary.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect NotionPages, databases, comments.
- 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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