1.Detect new or updated row
Integrate Google Sheets, spreadsheet mapping tools, and reporting tools to trigger on new or updated row changes to create project-ready inputs.
Create project folder and documents from sheet row
Automatically build project folders and documents from each Google Sheets row across Dropbox, Google Docs, and WeQuote. Create client folder structures, copy schedule and document templates, and record share linksβso you can scale document setup without manual data entry and link chasing.
How this automation accelerates project document setup
When a sheet row is added or updated, delays can stall document delivery and waste coordination time. This automation maps project fields, builds Dropbox folder structures, copies schedule and document templates, and attaches share linksβso your team can launch projects faster.
Google Sheetsor swap with your favorite app
2.Find or create client folder
Integrate Dropbox and file storage tools to find or create a client folder to return folder path for the project.
Dropboxor swap with your favorite app
3.Create standard subfolders
Integrate Dropbox and folder templates to create Design, Admin, Technical, CAD, and PDF subfolders to return each subfolder path.
4.Copy schedule template spreadsheet
Integrate Google Sheets, template systems, and collaboration tools to copy the approved schedule template to set titles and fields.
5.Create documents from templates
Integrate Google Docs and document templates to create RAMS and other documents to fill template placeholders with project fields.
Google Docsor swap with your favorite app
6.Upload files and generate share links
Integrate Dropbox and link tools to upload HTML stubs and exported PDFs to the project folder to generate share links.
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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