1.Detect new contract email in folder
Integrate Microsoft Outlook and email inbox tools to triage incoming messages for processing risk report creation.
Send contract check feedback and create risk report
Automatically monitor new contract emails in a specified Outlook folder and route across Microsoft Outlook, AI by Zapier, Google Docs, Google Sheets, and Sub-Zap by Zapier. Create and update when contract emails arrive, attachments are added, or new submissions enter the folderβso you can classify contracts, generate risk report PDFs, and log review outcomes without manual triage.
How this automation speeds up contract review
When new contract emails arrive in a specified folder, delayed triage can slow approvals and increase risk. This automation checks attachments, classifies contracts, and generates risk report PDFs with email feedback and sheet loggingβso your team can respond faster.
Microsoft Outlookor swap with your favorite app
2.Runs attachment and content checks
Integrate AI by Zapier and document analysis tools to count attachments and extract contract metadata for risk hints.
AI by Zapieror swap with your favorite app
3.Classifies contract with sub-workflow
Integrate Sub-Zap by Zapier and workflow tools to normalize classification and recommendations from AI outputs.
Sub-Zap by Zapieror swap with your favorite app
4.Creates doc and exports PDF
Integrate Google Docs and document export tools to build a PDF risk report from structured classification fields.
Google Docsor swap with your favorite app
5.Adds logging row for audit
Integrate Google Sheets and spreadsheet reporting tools to log sender, received time, classification, and the PDF link.
Google Sheetsor swap with your favorite app
6.Sends tailored feedback email
Integrate Microsoft Outlook and email delivery tools to attach the PDF and original files with standardized feedback content.
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Step 1
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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
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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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