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Log the key terms of emailed contracts in a sheet

Reads emailed contract attachments and logs vendor, cost, renewal and notice terms.

On new email in Gmail3 apps3 steps

Apps it connects

Authenticate each one once and the workflow is ready to run.

What it does

Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.

  1. 1GmailNew email triggerStarts on each new email that has a file attached.
  2. 2GmailDownload attachmentsSaves the attachments so the AI can read them.
  3. If contract.output.is_contract is “yes”

    1. 3Google SheetsAppend rowLogs the contract's key terms.

How it works

What happens on each run, in plain English.

Auto-renewing contracts catch people out because nobody wrote down the notice period. When an email with an attachment arrives, an AI reads the file and decides whether it is a vendor contract.

If it is, one row goes in your Contracts sheet with the vendor, yearly cost, renewal date, whether it auto-renews and the days of notice needed to cancel. Other attachments are ignored.

gmailgoogle sheetscontractsai

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