1.Detect trust intake submission
Integrate Zapier Forms and form intake tools to capture submission content and attachments to trigger document assembly.
Create one-page trust review document from form submissions
Automatically extract trust intake attachments and submission details across Zapier Forms, Code by Zapier, Delay by Zapier, AI by Zapier, Google Docs, Google Drive, Dropbox, and Email by Zapier. Create and update when new trust intake submission, attachments uploaded, or submission ID receivedβso you can generate one-page reviews, archive PDFs, and notify counsel without manual reporting.
How this automation creates one-page trust reviews
When a trust intake form submission arrives, delays can stall legal review and increase rework. This automation extracts and converts attachments, summarizes the submission, and creates and sends a one-page PDF reviewβso your team can respond faster.
Zapier Formsor swap with your favorite app
2.Extract and convert attachments
Integrate Code by Zapier and document conversion tools to fetch attachment URLs and convert extracted text into a combined field.
Code by Zapieror swap with your favorite app
3.Wait for conversions to finish
Integrate Delay by Zapier and job processing timers to pause the workflow and pass job IDs to the next step.
Delay by Zapieror swap with your favorite app
4.Generate one-page review summary
Integrate AI by Zapier and research summarization tools to analyze extracted text and return an executive summary.
AI by Zapieror swap with your favorite app
5.Create document from template
Integrate Google Docs and document templating tools to map Doc Summary into the body and set the document title.
Google Docsor swap with your favorite app
6.Export document to PDF
Integrate Google Drive and PDF export tools to export the created Google Docs file and return the exported PDF.
Google Driveor swap with your favorite app
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Accelerate legal document creation with automated template population, record routing, and file delivery
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.
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