INVOICE PROCESSING
Generate a renegotiation brief when an Airtable contract enters its renewal window
When an Airtable contract record crosses into its renewal window, this drafts a full renegotiation brief with spend history and leverage points, attaches it to the record.
How it runs
The automated pipeline, trigger to output.
- TriggerAirtable record enters renewal windowAirtable
- LogicConfirm active and not yet briefed
- ActionPull linked spend and usage rows from AirtableAirtable
- ActionDraft renegotiation brief with OpenAIOpenAI
- ActionWrite brief back onto the Airtable recordAirtable
- OutputNotify deal owner via OutlookOutlook
What it does
It watches your Airtable contract tracker and, the moment a record's renewal-window flag flips to true, builds a renegotiation brief: current terms, year-over-year spend, usage notes, comparable market rates, and three concrete asks. The brief is written back to the record and the owner is pinged.
When to use it
Use it when your source of truth is an Airtable base and you want a ready-to-use negotiation packet the instant a contract becomes renegotiable, instead of scrambling the week before renewal.
How it works
- 1An Airtable record-updated event triggers when the renewal-window field becomes true.
- 2A logic step confirms the contract is active and not already in a brief-drafted state.
- 3It pulls the linked spend and usage rows from related Airtable tables.
- 4OpenAI drafts the renegotiation brief from the contract terms and spend trend.
- 5The brief is saved back onto the Airtable record.
- 6The deal owner gets an Outlook email with the brief and a due date.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, 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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Run this workflow in your colony.
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