1.Detect new folder uploads
Integrate Google Drive and file storage tools to watch for new agreement uploads and start the quotation folder workflow.
Create client quotation folders from uploaded agreement files
Automatically detect new agreement uploads in Google Drive across document processing and business document management tools. Create and update client quotation folders when uploaded files match extracted quote identifiersβso you can copy documents, keep filenames, and prep lodgement without manual filing.
How this automation organizes quotation folders
When new files land in your shared quotations folder, delays can slow lodgement and create messy records. This automation extracts quote identifiers, finds or creates matching folders, and copies filesβso your team can prepare documents faster.
Google Driveor swap with your favorite app
2.Extract quote identifier
Integrate Formatter by Zapier, text parsing tools, and regex patterns to run Text (Regex) and pull the quote identifier from filenames.
Formatter by Zapieror swap with your favorite app
3.Allow only identifier matches
Integrate Filter by Zapier and routing rules to continue only when the extractor finds a match for the quote identifier.
Filter by Zapieror swap with your favorite app
4.Find or create quote folder
Integrate Google Drive and folder organization tools to find a folder by identifier or create it when no match exists.
5.Copy file into folder
Integrate Google Drive and document storage tools to copy the original agreement into the target folder and preserve filenames.
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