1.Monitors new agreement emails
Integrate Microsoft Outlook, mailbox management tools, and attachment handling to trigger on new email messages and map subject, received date, and attachments.
Save signed agreements into classified contract folders for teams
Automatically monitor new email messages with attachments across Microsoft Outlook and contract storage systems. Create and update contract folders when signed emails arrive, signature notifications trigger, or attachments include filesβso you can classify agreements, upload attachments, and send audit payloads without manual filing.
How this automation preserves your contract files
When new signed agreement emails arrive in your mailbox, manual sorting can delay filing and audits. This automation filters for signature attachments, classifies contract type, uploads files to Google Drive, and posts audit payloadsβso your team can find signed agreements quickly.
Microsoft Outlookor swap with your favorite app
2.Filters for qualifying signatures
Integrate Filter by Zapier, email rules tools, and duplicate controls to continue only for signing-service messages with attachments and ignore forwards or replies.
Filter by Zapieror swap with your favorite app
3.Branches by contract type
Integrate Paths by Zapier, subject keyword logic, and routing rules to evaluate subject phrases and select the correct contract-type path.
Paths by Zapieror swap with your favorite app
4.Uploads to the right folder
Integrate Google Drive, file upload tools, and metadata mapping to upload attachments and save them in the configured contract folder for each path.
Google Driveor swap with your favorite app
5.Posts an optional audit payload
Integrate Webhooks by Zapier, webhook delivery tools, and audit indexing to post subject, received date, and folder path to your audit endpoint.
Webhooks by Zapieror 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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