1.Detect document completed
Integrate PandaDoc and document workflow tools to watch for tenancy extension document completion and trigger lease processing.
Create admin task for signed tenancy extension document
Automatically monitor signed tenancy extension documents across PandaDoc and your real estate operations tools. Create admin tasks and notify operations when a document is completed, so you can file signed PDFs, update lease records, and drive next-day follow-up without manual tracking.
How this automation creates admin task records
When signed tenancy extension PDFs get missed or scattered, admin work slips and lease details stay outdated. This automation updates your Airtable lease record, uploads the signed PDF to Drive, and creates an Asana task with an ops alertβso your team can act immediately.
PandaDocor swap with your favorite app
2.Find and update lease record
Integrate Airtable and record matching to update your Lease Extensions table status and copy rent and term fields.
Airtableor swap with your favorite app
3.Upload signed PDF to folder
Integrate Google Drive and file storage tools to upload the signed PDF and return a shareable link.
Google Driveor swap with your favorite app
4.Format notes date and names
Integrate Formatter by Zapier and date formatting tools to convert term dates and clean tenant and manager names.
Formatter by Zapieror swap with your favorite app
5.Create admin task with due date
Integrate Asana and project workflow tools to create the task with notes, Drive link, and next business day due date.
Asanaor swap with your favorite app
6.Post operations channel message
Integrate Slack and team notifications to post rent summary changes and link directly to the Asana task for visibility.
Slackor swap with your favorite app
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Define the trigger
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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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