1.Monitors new attachment emails
Integrate Gmail and email attachment tracking to capture incoming contract PDFs and pass attachment data into the workflow.
Save contract attachments to matching legal drive folder
Automatically monitor new email attachments across Gmail and extract contract PDFs across legal drives. Create and update matching folders when agreement keywords match, extract a client identifier from filenames, and upload attachmentsβso you can avoid manual folder routing, copying, and tracking.
How this automation saves your contract originals
When new contract PDFs arrive in Gmail without a single shared location, duplicates and review delays follow. This automation filters qualifying attachments, extracts identifiers, finds or creates legal drive folders, and uploads one canonical copyβso your team can review faster.
Gmailor swap with your favorite app
2.Filters qualifying contract PDFs
Integrate Filter by Zapier and attachment rules to continue only for PDF attachments that match configured agreement keywords.
Filter by Zapieror swap with your favorite app
3.Extracts client identifier
Integrate Formatter by Zapier and text parsing to extract a client identifier from the filename for folder searching.
Formatter by Zapieror swap with your favorite app
4.Finds matching legal folder
Integrate Google Drive and folder search to find the first legal contracts folder whose name contains the extracted term.
Google Driveor swap with your favorite app
5.Uploads file to folder
Integrate Google Drive and document storage tools to upload the attachment and apply configured file name and share settings.
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Attach completed agreement to issue and notify assignee
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Attach completed signed documents to matching records today
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Attach completed signed documents to onboarding customer record
Completed signature packets and W-9s sit unlinked to onboarding records, delaying campaign readiness. It links signed files to the onboarding record for immediate access before campaign activation.
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Attach executed NDA PDF to the intake record
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Attach incoming unsigned addenda to deal records and folder
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Attach signed agreements to license request records automatically
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Attach signed agreement to lead and notify team
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Attach signed contracts and files to project records
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Attach signed documents to case records and update ledger
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Attach signed PDF to verification record on signing
Your signed agreements lack a verifiable link, forcing compliance to search for PDFs and delaying onboarding. Attach each signed PDF to its verification record so teams can complete checks same day.
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Attach signed stockist agreement to contact record immediately
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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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