1.Detects button click record
Integrate Zapier Tables to catch the record-trigger and start agreement assembly to launch document generation.
Create charter agreement PDF and email accounts for review
Automatically detect Zapier Tables button clicks across legal document automation tools. Send charter agreement PDFs to reviewers when approvals are needed—so you can route documents, confirm mappings, and avoid manual emailing without status checking.
How this automation speeds up agreement approvals
When a review-ready request is triggered by a Zapier Tables button click, delays can slow agreement turnaround and leave reviewers waiting. This automation looks up flight and client data, creates a charter agreement PDF in Drive, and sends it by email—so your team can approve faster.
Zapier Tablesor swap with your favorite app
2.Finds flight row by booking reference
Integrate Microsoft Excel and lookup data tools to map booking reference to flight fields for contract mapping.
Microsoft Excelor swap with your favorite app
3.Finds client row by client ID
Integrate Microsoft Excel and contact data tools to map client identifier to client contact fields for the agreement.
4.Creates booking folder in Drive
Intégrer Google Drive and file storage systems to create or find a folder named à the booking reference for traceability.
Google Driveor swap with your favorite app
5.Generates agreement PDF from template
Integrate Google Docs and document templating to populate the contract template, remove empty fields, and export a PDF to Drive.
Documents Googleor swap with your favorite app
6.Sends review email with PDF
Integrate Gmail and email delivery workflows to attach the exported PDF, set an agreement-number subject, and send it for review.
Gmailor swap with your favorite app
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Create and email judicial letter from case record
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Create and file case review letter to matter
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- View all
Explore all document assembly automations
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.
Étape 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Étape 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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