Route contracts and proposals through review, signature, and filing automatically.
This automation starts when google Drive `Incoming Docs` upload or DocuSign envelope sent. It docusign process via docusign, notion routes, slack routes, x (twitter) routes, and hubspot routes, then routes contract to legal Notion review queue with Slack notify, on legal approve moves to DocuSign for signatures, completed PDF files to Drive `Executed/Client.
Read-only visualization of how data moves from trigger to final result.
Google Drive `Incoming Docs` upload or DocuSign envelope sent
Google Drive upload to `Incoming Docs` or DocuSign sent envelope triggers classification
routes contract to legal Notion review queue with Slack notify, on legal approve moves to DocuSign for signatures, completed PDF files to Drive `Executed/Client
routes contract to legal Notion review queue with Slack notify, on legal approve moves to DocuSign for signatures, completed PDF files to Drive `Executed/Client
routes contract to legal Notion review queue with Slack notify, on legal approve moves to DocuSign for signatures, completed PDF files to Drive `Executed/Client
routes contract to legal Notion review queue with Slack notify, on legal approve moves to DocuSign for signatures, completed PDF files to Drive `Executed/Client
routes contract to legal Notion review queue with Slack notify, on legal approve moves to DocuSign for signatures, completed PDF files to Drive `Executed/Client
Process via Google Docs
Process via DocuSign
Routes
Routes
Routes
Routes
Remove repetitive steps from Document Routing so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~16 min
Manual trigger
Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Google Drive upload to `Incoming Docs` or DocuSign sent envelope triggers classification—contract, NDA, invoice—routes contract to legal Notion review queue with Slack notify, on legal approve moves to DocuSign for signatures, completed PDF files to Drive `Executed/Client/YYYY` and updates HubSpot deal attachment field.
Some steps run in preview until their integrations go live.
Drive, DocuSign, Notion legal queue, HubSpot, Slack, GPT classifier.
GPT reads first pages; routes by type and counterparty domain.
Notion task with SLA; legal Slack approve advances to signature.
Naming convention `{client}_{type}_{date}.pdf` in executed folder.
Upload sample MSA through review, sign, file, CRM attach.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Slack Channel | text | #general | No |
Each revision saves v2, v3 suffix; latest marked current in Notion.
Policy docs route to HR Notion queue not legal.
Contract end date creates Calendar renewal reminder 90 days prior.
Word comment export attached to Notion review task.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
203 total reviews
Document Routing replaced a manual process that took 2 hours daily. ROI was clear within the first month.
+ Great documentation · Scales well as we grow
− Took longer than estimated for advanced config
We deployed this across three locations and saw immediate time savings. The Document Routing workflow handles edge cases we didn't expect it to.
+ AI quality exceeded expectations · Saved our team 10+ hours weekly
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ Support team helped customize quickly · Setup was straightforward
Google Drive upload to `Incoming Docs` or DocuSign sent envelope triggers classification—contract, NDA, invoice—routes contract to legal Notion review queue with Slack notify, on legal approve moves to DocuSign for signatures, completed PDF files to Drive `Executed/Client/YYYY` and updates HubSpot deal attachment field.
Activate Document Routing with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Document Routing.
Current version: 1.2.0
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