1.Detect column value change
Integrate monday.com and document workflow systems to detect form-sent column changes and to trigger coordinator notifications.
Send entity form notice to document coordinators now
Automatically detect specific column value changes on monday.com and map item details across monday.com and Gmail. Get instant email notices when signature-sent is flagged, form-sent column updates, or attachment links are presentβso you can notify document coordinators, include direct form links, and avoid manual follow-up.
How this automation sends coordinators instant form links
When a board column indicates the entity form was sent for signature, delays can slow reviews and stall closings. This automation maps the item to an asset id, generates a direct download link, and emails coordinators so your team can act immediately.
monday.comor swap with your favorite app
2.Extract asset id from file url
Integrate Code by Zapier, data parsing tools, and reporting systems to extract an asset identifier and to prepare email link inputs.
Code by Zapieror swap with your favorite app
3.Send email with download link
Integrate Gmail and email distribution lists to send coordinator messages with direct item links and to include item details.
Gmailor swap with your favorite app
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Explore all document approval workflows automations
Speed up document approvals with automated routing, approval reminders, and record updates
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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