Automatically extract contract details from Slack PDFs into Sheets

Reads contract PDFs and Word docs posted in Slack, pulls out key details with AI, and logs them in Google Sheets.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"contract file shared in Slack"]:::trig s0["extract text from file"]:::svc s1["AI extracts contract details"]:::svc s2[("log to Google Sheet")]:::store s3["confirm in Slack"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"contract details logged and confirmed"/]:::out pay{{"no manual retyping of contract terms"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsMessaging & NotificationsDocument Processing & OCRSpreadsheet & Database Ops
Connects
SlackGoogle SheetsOpenAI

The problem it solves

You lose hours retyping client names, dates, and contract values from PDFs into spreadsheets, and details get missed or entered wrong. Tracking down the latest version of a contract across email and shared drives eats into time you could spend on higher-value work.

Who it fits

Operations, legal, or admin teams at growing businesses that manage multiple contracts.

How it works

  1. A contract PDF or Word file is shared in a Slack channel
  2. The file is retrieved and its text is extracted
  3. AI reads the text and pulls out client, provider, dates, and contract value
  4. The details are added as a new row in a Google Sheets tracker
  5. A summary is posted back to Slack to confirm it was saved
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per month
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes freed hours are redirected to other paid work and that contract volume stays roughly steady month to month.

What you get

A structured Google Sheets record of every contract's key terms, confirmed back in Slack.

What you need

A Slack workspace, a Google Sheets account, and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Back to the AI Playbook