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File Signed Agreements
File signed agreements and signing records, then email team links
Use this Agent instantly or customize it - no programming needed
- completed agreement emailcompleted agreement email
Your shared inbox email gives the client details and context for the attached agreement.
- signed agreement PDFsigned agreement PDF
Your signed agreement shows the client, agreement type, reference, and signing status.
- signing record PDFsigning record PDF
Your signing record confirms which completed agreement the signatures belong to.
- filing rulesfiling rules
You choose the approved client folders, file names, and reference used to recognize existing copies.
- existing agreement filesexisting agreement files
Your final agreement folder may already hold a copy with the same agreement reference.
Your shared mailbox receives completed agreements and sends the team file links or filing problems.
Your document library holds the final PDFs in client folders and provides links your team can open.
- filing problem emailfiling problem email
Your team receives the specific missing file, unclear detail, conflict, or access problem.
- filing problem emailfiling problem email
Your team receives the specific missing file, unclear detail, conflict, or access problem.
- filing problem emailfiling problem email
Your team receives the specific missing file, unclear detail, conflict, or access problem.
- filed signed agreementfiled signed agreement
Your signed agreement sits in the approved folder with a link your team can open.
- filed signing recordfiled signing record
Your signing record sits beside the agreement with its own team view link.
- filing problem emailfiling problem email
Your team receives the specific missing file, unclear detail, conflict, or access problem.
- team handoff emailteam handoff email
Your team receives the client and agreement details with links to both final PDFs.
This Agent picks up a completed agreement and signing record from your shared inbox. It matches the client and agreement type to your folder map. It files both PDFs and emails your team their links.
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GmailUsed as:
- Shared mailbox
Gmail receives completed agreements and sends the team file links or filing problems.
Google DriveUsed as:
- Shared mailbox
Google Drive receives completed agreements and sends the team file links or filing problems.
- Document library
Google Drive holds the final PDFs in client folders and provides links your team can open.
Microsoft OutlookUsed as:
- Shared mailbox
Microsoft Outlook receives completed agreements and sends the team file links or filing problems.
ZoomUsed as:
- Shared mailbox
Zoom receives completed agreements and sends the team file links or filing problems.
Google ContactsUsed as:
- Shared mailbox
Google Contacts receives completed agreements and sends the team file links or filing problems.
- Document library
Google Contacts holds the final PDFs in client folders and provides links your team can open.
Microsoft Office 365Used as:
- Shared mailbox
Microsoft Office 365 receives completed agreements and sends the team file links or filing problems.
- Document library
Microsoft Office 365 holds the final PDFs in client folders and provides links your team can open.
Zoho MailUsed as:
- Shared mailbox
Zoho Mail receives completed agreements and sends the team file links or filing problems.
Made for your industry
File Signed Agreements is made for businesses in these industries.
- Advertising and Marketing
File signed agency agreements and send account teams their links.
Show all Agents for the Advertising and Marketing industry - IT Services
File signed service agreements and send delivery teams their links.
Show all Agents for the IT Services industry - Consulting
File signed consulting agreements for client team handoffs.
Show all Agents for the Consulting industry - Staffing and Recruiting
File signed client agreements and send placement teams their links.
Show all Agents for the Staffing and Recruiting industry - Construction
File signed client contracts and share links with project teams.
Show all Agents for the Construction industry - Financial Services
File signed client agreements with their signing records.
Show all Agents for the Financial Services industry - Real Estate
File signed client agreements and share links with deal teams.
Show all Agents for the Real Estate industry - Legal Services
File signed engagement agreements beside their signing records.
Show all Agents for the Legal Services industry - Property Management
File signed owner agreements and share links with property teams.
Show all Agents for the Property Management industry - Architecture and Engineering
File signed design agreements and send project teams their links.
Show all Agents for the Architecture and Engineering industry - Accounting and Bookkeeping
File signed client engagement letters with their signing records.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
File Signed Agreements is made for people in these roles.
- Contract Administrator
File each signed agreement with its matching signing record.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
File final client contracts and share both document links.
Show all Agents for the Legal Operations Specialist role - Account Coordinator
Send account teams links to filed client agreements.
Show all Agents for the Account Coordinator role - Client Services Manager
Share final agreement links with client service teams.
Show all Agents for the Client Services Manager role - Client Services Coordinator
File signed client agreements and email the team both links.
Show all Agents for the Client Services Coordinator role - Records Manager
Keep signed agreements beside their signing records.
Show all Agents for the Records Manager role
Made for your department
File Signed Agreements is made for people in these departments.
- Client Services
Share filed agreement links with client service teams.
Show all Agents for the Client Services department - Legal
File signed client contracts and give colleagues both links.
Show all Agents for the Legal department - Contract Management
Pair signed agreements with their records in the contract library.
Show all Agents for the Contract Management department - Records Management
Keep signed agreements and signing records together for retrieval.
Show all Agents for the Records Management department
How File Signed Agreements works
4 steps, in order, on every run.
-
Read the incoming agreementFetch the email and its PDF attachments. Confirm the agreement is fully signed and the signing record matches.
-
Find the final folderMatch the client and agreement type to your folder map. Check for files with the same agreement reference before adding anything.
-
File both PDFsSave the signed agreement and signing record under your naming pattern. Add only missing files; email your team about conflicting copies.
-
Email the team linksGet view links your team can open for both filed PDFs. Email both links with the agreement details.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.
7 tools
- Choose the shared mailbox folder that receives completed client agreements and grant the Agent permission to read attachments and send team email from that mailbox.
- Choose the final agreement library, grant the Agent file and link access, and list the approved client and agreement-type folders with the names each client and type may appear under.
- Set the team's email address, the file naming pattern, and the agreement reference used to recognize files already filed.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the File Signed Agreements:
You choose the shared inbox folder and final agreement library. Set the folder map, file names, reference rule, and team email address.
Your team gets an email naming the missing file. The Agent leaves the agreement unfiled as complete.
Your team gets an email describing the conflict. The Agent stops before replacing anything.
Your team needs access to the final agreement library. Choose access that lets them open the view links in the handoff email.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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