1.Detect new worksheet row
Integrate Smartsheet and spreadsheet workflows to read intake fields and begin drafting documents.
Create publishing agreement and W-9 drafts from row
Automatically monitor new rows in a configured worksheet across Smartsheet and PandaDoc. Create and update when new intake row submitted, project code match found, or tax form requiredβso you can draft publishing agreements, draft W-9 forms, and log documents without manual tracking.
How this automation drafts agreements and W-9s
When a new publishing intake row arrives, delays can break contract visibility and slow payables. This automation creates publishing agreement drafts and optionally creates W-9 drafts and logs both into your contract and payment trackersβso your team can move faster.
Smartsheetor swap with your favorite app
2.Creates publishing agreement draft
Integrate PandaDoc, document templates, and form token mapping to create a publishing agreement draft with CC recipients.
PandaDocor swap with your favorite app
3.Delays for 30 seconds
Integrate Delay by Zapier and workflow timing controls to wait before downstream logging.
Delay by Zapieror swap with your favorite app
4.Checks if tax form is required
Integrate Filter by Zapier and validation rules to continue only when a W-9 is required.
Filter by Zapieror swap with your favorite app
5.Adds rows to trackers
Integrate Smartsheet and reporting sheets to add contract status and payment milestone entries.
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Accelerate legal document creation with automated template population, record routing, and file delivery
Set up in minutes
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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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