1.Monitors countersign email attachments
Integrate Gmail and email triggers to detect countersign messages and pull attachments into the workflow.
Create dated contract files in shared folder from emails
Automatically monitor vendor countersign emails across Gmail and Dropbox. Create and update when dated PDFs upload, emails get labeled and archived, and owners receive remindersβso you can file without manual paperwork.
How this automation files your contract documentation faster
When vendor countersign emails arrive without a consistent filing flow, important contract PDFs can be misplaced and follow ups get delayed. This automation monitors matching emails and extracts event details, uploads dated PDFs, labels and archives the email, and sends a reminder linkβso your team can locate contracts quickly.
Gmailor swap with your favorite app
2.Extracts and formats event date
Integrate Formatter by Zapier and data extraction tools to extract event details and format date tokens for filing.
Formatter by Zapieror swap with your favorite app
3.Uploads file to dated folder
Integrate Dropbox and file storage tools to upload the PDF into the correct year and month folder.
Dropboxor swap with your favorite app
4.Labels and archives the email
Integrate Gmail and email organization tools to add the contract label and archive the original message.
5.Sends countersign reminder to owner
Integrate Gmail and notification templates to send a reminder with event details, date, and the countersign link.
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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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