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Create offer and contract docs from sheet rows

Automatically monitor new candidate rows in Google Sheets across Google Drive, Google Docs, and Slack and Asana. Automatically create folders, generate offer and contract documents, and assign reviewers—so you can reduce manual paperwork, speed up approvals, and share links without chasing updates.

How this automation speeds up offer and contract approvals

When new candidate rows arrive but nothing is standardized, offer and contract creation stalls and approvals slow down. This automation creates candidate folders and generates offer and contract documents, then shares links and assigns reviewer tasks—so your team moves faster with fewer gaps.

  1. 1.Detects new candidate row

    Integrate Google Sheets and spreadsheet automation tools to detect each new candidate row and centralize candidate intake data.

    Google Sheetsor swap with your favorite app
  2. 2.Creates candidate folder

    Integrate Google Drive and file organization tools to create a parent folder per candidate from row mapped fields.

    Google-Laufwerkor swap with your favorite app
  3. 3.Generates offer and contract docs

    Integrate Google Docs and document templating tools to create offer and contract documents from templates using mapped fields.

    Google Docsor swap with your favorite app
  4. 4.Shares file links for notifications

    Integrate Google Drive and link permission tools to set sharing and capture share links for downstream notifications.

    Google-Laufwerkor swap with your favorite app
  5. 5.Posts review notification message

    Integrate Slack and team messaging tools to post the folder and document links to the review channel.

    Slackor swap with your favorite app
  6. 6.Creates reviewer subtasks

    Integrate Asana and task routing tools to create reviewer subtasks assigned by reviewer email from the row.

    Asanaor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
AktivKampagne
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Schritt 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Schritt 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Schritt 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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