- Document Automation
- AI Document Signing
- Automate document filing
Using AI: upload signed documents to designated storage locations for organization and access
This automation automatically uploads signed documents to structured storage locations and organizes them into customer-specific folders, ensuring quick access and centralized management. It also extracts key insights from the documents to provide searchable metadata and summaries. Users save time on manual filing, reduce errors in document handling, and gain better visibility into customer agreements.
Filter by common apps:
Docusign
Google Drive
Amazon S3
Filter by Zapier
Dropbox
Microsoft SharePoint
CloudConvert
PDF.co
Zapier Tables
Google Sheets
Karbon
Formatter by Zapier
- Store signed documents in Google Drive, and upload to Amazon S3
- Upload signed documents to Dropbox when DocuSign envelope status updates
Upload signed documents to Dropbox when DocuSign envelope status updates
- Get completed documents from Docusign and upload to Microsoft SharePoint
Get completed documents from Docusign and upload to Microsoft SharePoint
- Store signed agreements in Google Drive from Docusign, convert with CloudConvert, and upload
Store signed agreements in Google Drive from Docusign, convert with CloudConvert, and upload
- Upload signed documents to Google Drive from Docusign, split PDFs with PDF.co
Upload signed documents to Google Drive from Docusign, split PDFs with PDF.co
- Create estate organization records, add to Google Sheets, create contact in Karbon, and send DocuSign envelope
Create estate organization records, add to Google Sheets, create contact in Karbon, and send DocuSign envelope
- Create new folder in Dropbox when Docusign envelope status updates
Create new folder in Dropbox when Docusign envelope status updates
- Upload completed DocuSign documents to Microsoft SharePoint for easy access
Upload completed DocuSign documents to Microsoft SharePoint for easy access
- Upload completed contracts to Dropbox when Docusign status updates
Upload completed contracts to Dropbox when Docusign status updates