DOCUMENT OPS
Nightly Batch Redline Sweep to Airtable Deal Register
Each night it scans a Google Drive folder for contracts that gained a new version that day, diffs each against its prior version.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionList Drive contracts with a new version todayGoogle Drive
- LogicIterate each changed contract; pair new with prior version
- ActionReconcile clauses and extract material deltasOpenAI
- OutputUpsert per-deal change record into Airtable registerAirtable
What it does
On a nightly schedule it sweeps a Google Drive contracts workspace for any agreement that received a new version that day. For each one it pairs the new version with the prior, reconciles clauses, and isolates the material changes. It writes a per-deal summary into an Airtable deal register, one record per contract with delta count, materiality breakdown, and links, so the team starts the day with a complete picture of overnight movement.
When to use it
Use it when you manage a portfolio of simultaneously negotiating deals and want a batched morning digest instead of real-time pings. Ideal for deal operations teams that already track agreements in Airtable and want change activity rolled into the same register.
How it works
- 1A nightly schedule triggers the flow.
- 2The flow lists Google Drive contracts that gained a new version in the last day.
- 3A logic step iterates each changed contract and pairs new with prior version.
- 4An OpenAI step reconciles clauses and extracts material deltas per contract.
- 5It upserts a per-deal record into the Airtable register with the change summary.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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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