1.Catches submission payload
Integrate Webhooks by Zapier and analytics tools to extract the submission token and answer flags to prepare routing inputs.
Create contract slide decks and PDFs from submissions
Automatically catch incoming submission payloads across Webhooks by Zapier and extract submission tokens and contract answer flags. Create and export branded slide decks and PDFs, then move and rename files in Google Drive so your legal team can retrieve contracts fast without manual paperwork.
How this automation creates contract artifacts from submissions
When submission payloads arrive without structured exports, contract documentation gets delayed and retrieval gets messy. This automation catches submission tokens, looks up template content, creates a branded presentation, and exports and organizes a PDF copyβso your team can find the right contract fast.
Webhooks by Zapieror swap with your favorite app
2.Fetches template rows
Integrate Google Sheets and reporting systems to look up the submission row by token and retrieve writeups and evaluation text for templates.
Google Sheetsor swap with your favorite app
3.Finds destination folder mapping
Integrate Zapier Tables and data lookup tools to find the folder reference by the composed sheet key for correct placement.
Zapier Tablesor swap with your favorite app
4.Creates presentation from template
Integrate Google Slides and template fields tools to create a presentation and map submission answers into template placeholders.
Google Slidesor swap with your favorite app
5.Moves files and exports PDF
Integrate Google Drive and file export tools to move the presentation, export a PDF copy, and rename both artifacts.
Google Driveor swap with your favorite app
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Explore all contract documentation management automations
Organize contract records faster with automated document filing, version tracking, and repository updates
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Step 1
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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.
Step 3
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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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