1.Triggers on workflow launched
Integrate Ironclad and workflow tracking tools to capture workflow launched data to trigger item creation.
Create contract board item from launched workflow event
Automatically monitor workflow launched events across Ironclad and contract boards in monday.com. Create and assign standardized board items when workflow started, workflow attributes change, or role assignments addβso you can format assignee data, find board users, and populate owner context without manual board setup.
How this automation creates contract board items
When workflow launched events happen, legal ops can lose time to missing owner context and inconsistent metadata. This automation converts assignee lists and searches users, then creates board items with metadataβso your team can act immediately.
Ironclador swap with your favorite app
2.Formats assignee list into text
Integrate Formatter by Zapier and data parsing tools to split role and assignee list into a primary assignee name to prepare lookup.
Formatter by Zapieror swap with your favorite app
3.Searches users by full name
Integrate monday.com and user directory tools to search for the extracted assignee name and return the first match to find the right person.
monday.comor swap with your favorite app
4.Creates board item with metadata
Integrate monday.com and contracts board tools to create an item in the active matters group and set person and status to in progress to store workflow context.
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