1.Triggers on new intake rows
Integrate Smartsheet and sheet intake tools to capture intake fields and map them to document variables.
Create talent agreements and W-9s with contract status
Automatically monitor new talent intake rows across Smartsheet and automate document creation with PandaDoc. Create and update when intake indicates W-9 is required and contract variables are readyβso you can generate agreements, log document status, and add W-9 tracking without manual contract tracking.
How this automation preserves contract status visibility
When new talent intake rows arrive, delays can cause missed W-9 requirements and out of date contract tracking. This automation creates talent agreements and W-9 documents and updates your Smartsheet contract status trackerβso your team can act on accurate status quickly.
Smartsheetor swap with your favorite app
2.Creates talent agreement document
Integrate PandaDoc and document templating to build a talent agreement with mapped recipients and contract variables.
PandaDocor swap with your favorite app
3.Delays for metadata readiness
Integrate Delay by Zapier and workflow timing tools to pause before tracking rows are created.
Delay by Zapieror swap with your favorite app
4.Adds talent agreement tracking row
Integrate Smartsheet and contract status tracking to add document ID, status, and project details to a tracking sheet.
5.Creates W-9 document
Integrate PandaDoc and document templating to generate a W-9 when the intake indicates it is required.
6.Adds W-9 tracking row
Integrate Smartsheet and contract status tracking to log the W-9 document ID, status, and details in your tracker.
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Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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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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