1.Detect updated spreadsheet row
Integrate Google Sheets and spreadsheet mapping tools to watch for updated appraisal rows and trigger designation delivery automation.
Create and send appraisal umpire designation PDF to parties
Automatically monitor appraisal tracking updates across Google Sheets. Create and update when matters are found, convert designation HTML to PDF, and email it for review—so you can avoid manual PDF production, incorrect document delivery, and follow-up delays.
How this automation sends appraisal PDFs to parties
When a spreadsheet update goes unconverted, wrong or late designations can slow reviews and create record gaps. This automation finds the correct matter, builds a designation PDF, and sends an email with the attachment—so your team can keep decisions moving.
Hojas de cálculo de Googleor swap with your favorite app
2.Find matching matter record
Integrate Clio and lookup workflows to find the correct matter using spreadsheet reference fields and proceed only when matched.
Clioor swap with your favorite app
3.Build designation of umpire HTML
Integrate Code by Zapier and template formatting tools to assemble designation HTML using mapped matter and candidate rows from the sheet.
Código de Zapieror swap with your favorite app
4.Convert HTML to PDF and URL
Integrate PDF.co and file generation tools to convert the generated HTML into a print-ready PDF and share a file URL.
PDF.coor swap with your favorite app
5.Draft email content for review
Integrate ChatGPT (OpenAI) and email drafting workflows to create a concise email body using mapped matter context and candidate list.
ChatGPT (OpenAI)or swap with your favorite app
6.Send email with PDF attachment
Integrate Gmail and email delivery workflows to send the drafted message to the recipient and attach the generated PDF file URL.
Gmailor swap with your favorite app
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Accelerate legal document creation with automated template population, record routing, and file delivery
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Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 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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