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Signed Document Auto-Filer

Example prompt: "When a document is completed in DocuSign, download the signed PDF, work out from the file name whether it's a contract, NDA, or other agreement, then save it to the right subfolder in our Legal folder on Google Drive. Add a row to our document log in Google Sheets with the document name, type, signer, date signed, and a link to the filed copy."

The Problem

Signed documents trickle in from e-signature platforms at unpredictable times. Someone needs to download each PDF, decide where it belongs, rename it consistently, file it in the right folder, and update a tracker. In practice, this gets deferred. Documents pile up in inboxes, filed copies end up in the wrong folder, and when someone needs to find a signed NDA from six months ago, it takes 20 minutes of searching — or it cannot be found at all.

How GloriaMundo Solves It

We build a workflow that triggers when a document is completed in DocuSign. An integration step downloads the signed PDF. An LLM step classifies the document type — contract, NDA, amendment, or other — based on the file name and content. A code step generates a standardised file name using the type, counterparty, and date. Integration steps save the PDF to the appropriate subfolder in Google Drive and add a row to the document log in Google Sheets with all the key metadata. Glass Box preview shows you exactly where each document will be filed and what the log entry will look like before anything is written.

Example Workflow Steps

  1. Trigger (webhook): Fires when a document is marked as completed in DocuSign.
  2. Step 1 (integration): Download the signed PDF and envelope metadata from DocuSign.
  3. Step 2 (LLM): Classify the document type (contract, NDA, amendment, other) based on the file name and signer information.
  4. Step 3 (code): Generate a standardised file name — e.g., NDA_AcmeCorp_2026-04-02.pdf — and determine the destination subfolder.
  5. Step 4 (integration): Upload the PDF to the correct subfolder in Google Drive.
  6. Step 5 (integration): Append a row to the document log in Google Sheets with the document name, type, signer name, date signed, and a link to the filed copy.

Integrations Used

  • DocuSign — source of signed documents, triggers when signing is complete
  • Google Drive — organised folder structure for filed documents
  • Google Sheets — document log serving as a searchable audit trail

Who This Is For

Legal assistants, office managers, or operations staff at companies that process 10 or more signed documents per month and need to maintain an orderly, searchable document archive.

Time & Cost Saved

Filing a signed document manually — downloading, renaming, choosing the right folder, updating the tracker — takes roughly 5 minutes per document. At 20 documents per month, that is over an hour and a half of repetitive work. This workflow handles it in seconds and eliminates misfiled documents entirely. The searchable log in Google Sheets means finding any signed document takes one lookup instead of a folder-by-folder hunt.