1.Monitors new inbound emails
Integrate Gmail and email inbox tools to catch new inbound messages and pass sender, subject, body, thread id, and attachments.
Reply to deal emails and deliver requested files
Automatically monitor new inbound message threads across Gmail and classify deal requests across AI by Zapier, ChatGPT (OpenAI), and Google Drive. Instantly route legal approvals and send drafted replies when spam stops, file requests arrive, or contract changes appearβso you can protect contract timelines and avoid manual email triage.
How this automation protects contract timelines
When new inbound message arrives, delays can cost deal momentum. This automation classifies requests and drafts replies, searches Google Drive for matching files, and routes approval requests and responsesβso your team can act without email triage.
Gmailor swap with your favorite app
2.Classifies deal email requests
Integrate AI by Zapier and message classification tools to filter spam or promotional mail and continue only deal related messages.
AI by Zapieror swap with your favorite app
3.Extracts intent and drafts reply
Integrate ChatGPT (OpenAI) and intent extraction tools to identify request type and filenames and generate a reply draft.
ChatGPT (OpenAI)or swap with your favorite app
4.Finds matching requested files
Integrate Google Drive and document search tools to search the configured sales collateral folder and return the first match.
Google Driveor swap with your favorite app
5.Requests approval or sends reply
Integrate Slack and Gmail to post legal approval requests or send drafted replies with the found file link or attachments.
Slackor swap with your favorite app
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Add contact and save signed agreement to files
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Add external legal approvals to tracker records automatically
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Add MSA status and form link to project item
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Add NDA view updates to issue comments for stakeholders
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Add or update contract records in tracking sheet
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Add sent agreement links to partner application records
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Add signed agreement signers to master account list
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Explore all contract lifecycle management automations
Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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