1.Detect checked tasks
Integrate Process Street and checklist run data to map property and seller details into the flow for disclosure preparation.
Create disclosure package and draft email to stakeholders
Automatically monitor checklist tasks checked across Process Street, Formatter by Zapier, Google Sheets, Formstack Documents, and Gmail. Create and update when tasks get checked, checklist answers change, or disclosure fields fill inβso you can merge disclosure PDFs, pull reference columns, and draft stakeholder emails without manual email drafting.
How this automation creates disclosure packages
When new tasks get checked, disclosure packages can stall and stakeholder communication gets delayed. This automation uses checklist data to transform fields and generate a merged disclosure PDF, then creates a draft reply thread with the attachmentβso your team can review confidently.
Process Streetor swap with your favorite app
2.Transform checklist fields
Integrate Formatter by Zapier and data formatting tools to format dates and split name fields for cleaner merge inputs.
Formatter by Zapieror swap with your favorite app
3.Lookup reference columns
Integrate Google Sheets and spreadsheet data to look up matched columns using the property address for the disclosure merge.
Google Sheetsor swap with your favorite app
4.Create merged disclosure PDF
Integrate Formstack Documents and document merge templates to generate a merged disclosure PDF and return the file URL.
Formstack Documentsor swap with your favorite app
5.Draft stakeholder email thread
Integrate Gmail and email drafting tools to create a draft with the PDF attachment and recipients for manual final review.
Gmailor swap with your favorite app
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