1.Monitors updated funding records
Integrate Airtable and client identifier fields to detect funding record updates and route the disclosure process.
Generate and email disclosure letters to law firms
Automatically monitor funding record updates across Airtable and delivery systems. Generate disclosure letters and email the law firm contact and store files in Google Driveβso you can create documents, send disclosures, and update statuses without manual letter tracking.
How this automation protects disclosure delivery timelines
When a funding record updates, delays can cause missed disclosure deadlines. This automation monitors funding row changes and generates disclosure documents, emails the law firm contact, and updates the Airtable recordβso your team can complete disclosures without chasing files.
Airtableor swap with your favorite app
2.Finds or creates client folder
Integrate Google Drive and file organization tools to find the client folder and to map the client identifier.
Google Driveor swap with your favorite app
3.Creates disclosure from template
Integrate Google Docs and document templates to generate the disclosure letter and to save it in the client folder.
Google Docsor swap with your favorite app
4.Sends disclosure email to law firm
Integrate Gmail and messaging tools to send the law firm disclosure email with the generated document attached.
Gmailor swap with your favorite app
5.Updates disclosure-sent status
Integrate Airtable and record fields to update the funding record with sent status and a link to the document.
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