The bench for local operators · Import the week back How checkout works
All packsLeadOnboardingBookingCommsBillingReviewsContentOpsLandlordServiceFull system

Document Summarizer + Compliance Flagging

A long PDF becomes a summary with flags a human should see.

The job it closes

The job it closes

A packet arrives and sits. This file first-passes the text, flags it against your Rules tab, and emails you an advisory summary.

Before / after

Before / after

Before: a PDF you will read tonight. After: a Documents row and a flagged owner email.

01

What you import

Drive inbox, webhook, or manual → extract PDF or pasted text → Rules tab + builtin flags → gated advisory summary → Documents upsert on doc_id → owner Gmail with disclaimer. Owner SMS only on high / critical.

n8n

02

What you need

n8n, Google Drive, Google Sheets (Rules + Documents), Gmail. OpenAI optional. Twilio owner SMS on high / critical only.

03

Setup time

40–60 minutes including the Rules tab.

Limits — trust before ticket

Limits — trust before ticket

Advisory only. Not an EHR. Not an AI lawyer. Does not text the other party. Optional last_doc_* stamp never flips status. You still own the file.

Breakdown

How this pack runs

Summarize a PDF and flag issues (import this)

Video posting soon.

Two paths if you stall

Self-serve

START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.

Named install

Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.

Next on this bench