> ## Documentation Index > Fetch the complete documentation index at: https://assembly.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Recommended workflows > Popular workflow automations you can set up with the Assembly API, Zapier, or Make. Below, you can find our most popular workflow automations, each of which you can set up with our API, Zapier, or Make. ## Popular automations | Automation | Setup instructions | Templates | | ---------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | Assign forms to newly activated Assembly clients | [Zapier](https://scribehow.com/shared/How_to_use_Zapier_to_automate_form_assignment_to_newly_activated_Copilot_clients__8gfd7f-ZTrq3jQ-oTKUVeQ), [Make](https://scribehow.com/shared/Assign_Copilot_forms_to_newly_activated_Copilot_clients__U-PfqavIQsK8YXeTaDnerw) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1411024/assign-forms-to-newly-activated-copilot-clients) | | Update clients from new Assembly form submissions | [Zapier](https://scribehow.com/shared/How_to_Update_a_Client_from_a_Copilot_Form_Submission__0QO-8KZkSBauMec6B4AZmg), [Make](https://scribehow.com/shared/Update_clients_in_Copilot_when_a_Copilot_form_is_submitted__L5ekzEV4SyuxSlvfBaicMg) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1414778/update-clients-from-new-copilot-form-submissions) | | Upload files to Google Drive when new files are uploaded to Assembly | [Zapier](https://scribehow.com/shared/How_to_set_up_a_Zapier_automation_to_upload_files_from_Copilot_to_Google_Drive__i_RTpTzVTVmj_JLIpkWWhA), [Make](https://scribehow.com/shared/Upload_new_files_from_Copilot_to_Google_Drive_Basic__deRtbVHcSLKNz_MsXIZiMg) | [Zapier](https://zapier.com/apps/copilot/integrations/google-drive/1698150/upload-new-copilot-files-to-google-drive-when-created) | | Create Trello cards for new form submissions in Assembly | [Zapier](https://scribehow.com/shared/How_to_Create_Trello_cards_for_new_form_submissions_in_Copilot__ugbmZhNxSeyeoYeIDcgEeg), [Make](https://scribehow.com/shared/How_to_create_Trello_cards_for_new_form_submissions_in_Copilot__3GOtqydcT9C4R5p9eQRAGw) | [Zapier](https://zapier.com/apps/copilot/integrations/trello/1411187/create-trello-cards-for-new-form-submissions-in-copilot) | | Create records in Airtable from new Assembly form submissions | [Zapier](https://scribehow.com/shared/How_to_create_records_in_Airtable_from_new_Copilot_form_submissions__jw7qUnJLRdq6FdsWDgjDbQ), [Make](https://scribehow.com/shared/How_to_create_records_in_Airtable_from_new_Copilot_form_submissions__l8A-fJe6TQelor60tcYa1w) | [Zapier](https://zapier.com/apps/airtable/integrations/copilot/1663774/create-new-airtable-records-from-completed-copilot-form-responses) | | Send messages in Slack when new clients are created in Assembly | [Zapier](https://scribehow.com/shared/How_to_send_channel_messages_in_Slack_when_new_clients_are_activated_in_Copilot__aqyJ0BbBR3W9wovDAaBx0A), [Make](https://scribehow.com/shared/How_to_send_channel_messages_in_Slack_when_new_clients_are_created_in_Copilot__XF7sqwo_SFuZWptfwa2Xgw) | [Zapier](https://zapier.com/apps/copilot/integrations/slack/1411006/send-messages-in-slack-when-new-clients-are-created-in-copilot) | | Add new Assembly clients as Mailchimp subscribers | [Zapier](https://scribehow.com/shared/How_to_add_new_Copilot_clients_as_Mailchimp_subscribers__ehcdGfgJSuu3AItW9YawwQ), [Make](https://scribehow.com/shared/How_to_add_new_Copilot_clients_as_Mailchimp_subscribers__5_KtvaBiShqTFjVAGkJz3w) | [Zapier](https://zapier.com/apps/copilot/integrations/mailchimp/1411300/add-new-copilot-clients-as-mailchimp-subscribers) | | Create default folders for new clients in Assembly | [Zapier](https://scribehow.com/shared/How_to_create_default_folders_for_new_clients_in_Copilot_using_Zapier__Rdd8g_xpSYCCqxPcFhOdlA), [Make](https://scribehow.com/shared/How_to_create_default_folders_for_new_clients_in_Copilot_using_Make__NCg-kCw7Q7ujE_KVUBdZ-A) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1716602/create-folders-in-copilot-file-channels-when-new-clients-are-created-in-copilot) | | Upload files submitted to an Assembly Form to an Assembly File Channel | [Zapier](https://scribehow.com/shared/How_to_upload_files_submitted_from_a_Copilot_Form_to_the_Copilot_Files_app__GU2TnCTRQ-qaHwMfdSsM6A), [Make](https://scribehow.com/shared/How_to_upload_files_submitted_to_a_Copilot_Form_to_a_Copilot_Client_File_Channel__Q5fYVww9RKaYdxsQ-2X1mQ) | — | | Create an invoice when a new Assembly form is submitted | Zapier\*, [Make](https://scribehow.com/shared/Create_an_invoice_after_form_response_is_submitted__1ff3k0OLQKiV5tneJRaOkg) | — | | Create a subscription when a new Assembly form is submitted | Zapier\*, [Make](https://scribehow.com/shared/Create_a_subscription_after_form_response_is_submitted__V1zYEojpS4Sd4waMbuh5Cw) | — | \*Coming soon ## File automations | Automation | Setup instructions | Templates | | ------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Create folders and files from Google Drive in Assembly company file channels when companies are created in Assembly | [Zapier](https://scribehow.com/shared/How_to_use_Zapier_to_create_folders_and_files_from_Google_Drive_in_Copilot_company_file_channels_when_companies_are_created_in_Copilot__pQoDguciQneMadA2St-TWg), [Make](https://scribehow.com/shared/Create_default_folders_and_files_from_Google_Drive_in_Copilot_when_a_company_is_created__pIudq5hwQwqvjC3nJ1gx8g) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1721752/create-folders-and-files-in-copilot-from-google-drive-files-when-new-companies-are-created-in-copilot) | | Create folders and files from OneDrive in Assembly company file channels when companies are created in Assembly | [Zapier](https://scribehow.com/shared/Create_folders_and_files_from_OneDrive_in_Copilot_company_file_channels_when_new_companies_are_created_in_Copilot__R3CwHW3YRHiVvO7rIVX4vg), [Make](https://scribehow.com/shared/Create_folders_and_files_from_OneDrive_in_Copilot_company_file_channels_when_companies_are_created_in_Copilot__wlJoJQgsT_6-gbHnynvVbg) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1785122/create-folders-and-files-from-onedrive-in-copilot-company-file-channels-when-new-companies-are-created-in-copilot) | | Create folders and files from Google Drive in Assembly client file channels when clients are created in Assembly | [Zapier](https://scribehow.com/shared/How_to_use_Zapier_to_create_folders_and_files_from_Google_Drive_in_Copilot_client_file_channels_when_clients_are_created_in_Copilot__bORduqKeQX-feyf8QuYN4w), [Make](https://scribehow.com/shared/Create_default_folders_and_files_from_Google_Drive_in_Copilot_when_a_client_is_created__nu3-91aTQt-ZMYazE7AdoA) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1726663/create-folders-and-files-in-copilot-from-google-drive-files-when-new-clients-are-created-in-copilot) | | Create folders and files from OneDrive in Assembly client file channels when clients are created in Assembly | [Zapier](https://scribehow.com/shared/Create_folders_and_files_from_OneDrive_in_Copilot_client_file_channels_when_new_clients_are_created_in_Copilot__WW3yo-pjR3-qQFMCS_9NQQ), [Make](https://scribehow.com/shared/Create_folders_and_files_from_OneDrive_in_Copilot_client_file_channels_when_clients_are_created_in_Copilot__hKFKR-9USnWGsqUDDHESUQ) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1785125/create-folders-and-files-from-onedrive-in-copilot-client-file-channels-when-new-clients-are-created-in-copilot) | | Upload files to Google Drive when new files are uploaded to Assembly | [Zapier](https://scribehow.com/shared/How_to_set_up_a_Zapier_automation_to_upload_files_from_Copilot_to_Google_Drive__i_RTpTzVTVmj_JLIpkWWhA), [Make](https://scribehow.com/shared/Upload_new_files_from_Copilot_to_Google_Drive_Basic__deRtbVHcSLKNz_MsXIZiMg) | [Zapier](https://zapier.com/apps/copilot/integrations/google-drive/1411083/upload-new-copilot-files-to-google-drive) | | Upload new Assembly files to Dropbox | [Zapier](https://scribehow.com/shared/How_to_Upload_new_Copilot_files_to_Dropbox__V7o0keWFRBGDNHVow1hVeA), [Make](https://scribehow.com/shared/Upload_files_to_Dropbox_when_a_new_file_is_created_in_Copilot_Basic__v6iMIFTdQPyxhlleiVlH8g) | [Zapier](https://zapier.com/apps/copilot/integrations/dropbox/1411331/upload-new-copilot-files-to-dropbox) | | Upload new Assembly files to OneDrive | [Zapier](https://scribehow.com/shared/Create_new_files_in_OneDrive_when_new_files_are_created_in_Copilot_Basic__lbZUdIXmTkOlbF-cVKt8pg), [Make](https://scribehow.com/shared/Upload_new_Copilot_files_to_OneDrive_Basic__ZqZlbORNSxqnvkRz5d6LcA) | Coming Soon | | Find or create folders and files in Google Drive when new files are uploaded for a client in Assembly | [Zapier](https://scribehow.com/shared/How_to_find_or_create_folders_and_files_in_Google_Drive_when_new_files_are_uploaded_for_a_client_in_Copilot__SLOuBCnyS2yiDONI3XEVKg), [Make](https://scribehow.com/shared/Find_or_create_a_folder_and_file_in_Google_Drive_when_a_new_file_is_uploaded_for_a_client_in_Copilot__BehsGNVRRgOR91ek89ElXQ) | — | | Find or create folders and files in OneDrive when new files are uploaded for a client in Assembly | [Zapier](https://scribehow.com/shared/How_to_find_or_create_folders_and_files_in_OneDrive_when_new_files_are_uploaded_for_a_client_in_Copilot__0FI7rtArTUC4sr_Ztf1Qpw), [Make](https://scribehow.com/shared/Find_or_create_folders_in_OneDrive_when_a_file_is_uploaded_for_a_client_in_Copilot__iAx1kYmKQzK0u60Hrijs5A) | — | | Find or create folders and files in Google Drive when new files are uploaded for a company in Assembly | [Zapier](https://scribehow.com/shared/How_to_find_or_create_folders_and_upload_files_in_Google_Drive_when_new_files_are_uploaded_for_a_company_in_Copilot__i8lKzBlHQHaFzjXPstfOgw), [Make](https://scribehow.com/shared/Find_or_create_a_folder_and_file_in_Google_Drive_when_a_new_file_is_uploaded_for_a_company_in_Copilot__ySGGgqQlSWK38N1GVn4S9w) | — | | Find or create folders and files in OneDrive when new files are uploaded for a company in Assembly | [Zapier](https://scribehow.com/shared/How_to_find_or_create_folders_and_files_in_OneDrive_when_new_files_are_uploaded_for_a_company_in_Copilot__eqFYrSeQRH2FnjDAyfde8g), [Make](https://scribehow.com/shared/Find_or_create_folders_in_OneDrive_when_a_file_is_uploaded_for_a_company_in_Copilot__5139TIjqRBiavVq9jWt5ww) | — | | Find folders and create files in Dropbox when new files are uploaded for clients in Assembly | [Zapier](https://scribehow.com/shared/How_to_find_folders_and_create_files_in_Dropbox_when_new_files_are_uploaded_for_a_client_in_Copilot__rw6L7qTPTaGkTfLpMPJgGA), [Make](https://scribehow.com/shared/Sync_new_files_from_Copilot_to_Dropbox_folders_based_on_individual_clients__1SGZO9MMT9Cnqvm1faLD4Q) | — | | Find folders and create files in Dropbox when new files are uploaded for companies in Assembly | [Zapier](https://scribehow.com/shared/How_to_find_folders_and_create_files_in_Dropbox_when_new_files_are_uploaded_for_companies_in_Copilot__dXgYPb3rRhWz-jAlgtlL3w), [Make](https://scribehow.com/shared/Sync_new_files_from_Copilot_to_Dropbox_folders_based_on_companies__HRWI8ByVS8Ceywdg6HeqsA) | — | | Create folders and files in Dropbox when new files are uploaded for clients in Assembly | [Zapier](https://scribehow.com/shared/How_to_Automate_File_Management_using_Zapier_and_Dropbox__ojVJtAojTpGt-plDKccNRg), [Make](https://scribehow.com/shared/Create_default_folders_and_files_from_Dropbox_in_Copilot_when_a_client_is_created__Rcn-OyuiSgOm3Fjkc4XeMg) | — | | Create folders and files in Dropbox when new files are uploaded for companies in Assembly | [Zapier](https://scribehow.com/shared/How_to_create_folders_and_files_in_Dropbox_when_new_files_are_uploaded_for_companies_in_Copilot_partial__NhccmjzmRuuK3WL-x1Kf_g), [Make](https://scribehow.com/shared/Create_default_folders_and_files_from_Dropbox_in_Copilot_when_a_company_is_created__Gza7xJRjRmiBIjyGIrSZRw) | — | | Create default folders for new clients in Assembly | [Zapier](https://scribehow.com/shared/How_to_create_default_folders_for_new_clients_in_Copilot_using_Zapier__Rdd8g_xpSYCCqxPcFhOdlA), [Make](https://scribehow.com/shared/How_to_create_default_folders_for_new_clients_in_Copilot_using_Make__NCg-kCw7Q7ujE_KVUBdZ-A) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1716602/create-folders-in-copilot-file-channels-when-new-clients-are-created-in-copilot) | ## Form automations | Automation | Setup instructions | Templates | | ------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Assign forms to newly activated Assembly clients | [Zapier](https://scribehow.com/shared/How_to_use_Zapier_to_automate_form_assignment_to_newly_activated_Copilot_clients__8gfd7f-ZTrq3jQ-oTKUVeQ), [Make](https://scribehow.com/shared/Assign_Copilot_forms_to_newly_activated_Copilot_clients__U-PfqavIQsK8YXeTaDnerw) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1411024/assign-forms-to-newly-activated-copilot-clients) | | Update clients from new Assembly form submissions | [Zapier](https://scribehow.com/shared/How_to_Update_a_Client_from_a_Copilot_Form_Submission__0QO-8KZkSBauMec6B4AZmg), [Make](https://scribehow.com/shared/Update_clients_in_Copilot_when_a_Copilot_form_is_submitted__L5ekzEV4SyuxSlvfBaicMg) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1414778/update-clients-from-new-copilot-form-submissions) | | Assign forms to Assembly clients every month | [Zapier](https://scribehow.com/shared/How_to_set_up_a_Zap_to_send_Copilot_forms_every_month_to_a_client_or_clients__iHXuWtFNRF-NV3JRepEmkw), [Make](https://scribehow.com/shared/How_to_assign_forms_to_Copilot_clients_every_month__rGjn6lxzRKKyPW_WsnWW7g) | [Zapier](https://zapier.com/apps/copilot/integrations/schedule/1410945/assign-forms-to-copilot-clients-every-month) | | Create Trello cards for new form submissions in Assembly | [Zapier](https://scribehow.com/shared/How_to_Create_Trello_cards_for_new_form_submissions_in_Copilot__ugbmZhNxSeyeoYeIDcgEeg), [Make](https://scribehow.com/shared/How_to_create_Trello_cards_for_new_form_submissions_in_Copilot__3GOtqydcT9C4R5p9eQRAGw) | [Zapier](https://zapier.com/apps/copilot/integrations/trello/1411187/create-trello-cards-for-new-form-submissions-in-copilot) | | Update clients in Assembly from new Jotform submissions | [Zapier](https://scribehow.com/shared/How_to_Update_Clients_in_Copilot_from_new_Jotform_Submissions__ZLj6JVsgSvOukzruaT2ekA), [Make](https://scribehow.com/shared/Update_clients_in_Copilot_from_new_Jotform_submissions__nMtgRKk6T9iphrMpFYCogQ) | [Zapier](https://zapier.com/apps/copilot/integrations/jotform/1411204/find-and-update-clients-in-copilot-from-new-jotform-submissions) | | Create clients in Assembly from new Jotform submissions | [Zapier](https://scribehow.com/shared/How_to_create_clients_in_Copilot_from_new_Jotform_submissions__bNhNU_uhR1mO87FLkt8iBg), [Make](https://scribehow.com/shared/Create_clients_in_Copilot_from_new_Jotform_submissions__UcUR0FApTx6WvXHgO3XWQg) | [Zapier](https://zapier.com/apps/copilot/integrations/jotform/1661630/create-new-copilot-clients-from-new-jotform-submissions), [Make](https://www.make.com/en/integration/11229-create-clients-in-copilot-from-new-jotform-submissions?templatePublicId=11231) | | Create new spreadsheet rows in Google Sheets from new Assembly form submissions | [Zapier](https://scribehow.com/shared/How_to_create_new_spreadsheet_rows_in_Google_Sheets_from_new_Copilot_form_submissions__C80R3zwHS0ydRa80Dhp59g), [Make](https://scribehow.com/shared/Add_new_rows_in_Google_Sheets_when_a_Copilot_form_is_submitted__Yon_sWjvRs-GMraZHDjDIw) | [Zapier](https://zapier.com/apps/copilot/integrations/google-sheets/1612550/create-google-sheets-rows-from-new-copilot-form-responses) | | Create records in Airtable from new Assembly form submissions | [Zapier](https://scribehow.com/shared/How_to_create_records_in_Airtable_from_new_Copilot_form_submissions__jw7qUnJLRdq6FdsWDgjDbQ), [Make](https://scribehow.com/shared/How_to_create_records_in_Airtable_from_new_Copilot_form_submissions__l8A-fJe6TQelor60tcYa1w) | [Zapier](https://zapier.com/apps/airtable/integrations/copilot/1663774/create-new-airtable-records-from-completed-copilot-form-responses) | | Create clients in Assembly from new Typeform entries | [Zapier](https://scribehow.com/shared/How_to_create_clients_in_Copilot_from_new_Typeform_entries__4LqeYgZvT0aT75Pz4vXFfg), [Make](https://scribehow.com/shared/Create_clients_in_Copilot_from_new_Typeform_submissions__AyALdd_sTemlWNZbeBpCkA) | [Zapier](https://zapier.com/apps/copilot/integrations/typeform/1664558/create-new-copilot-clients-from-new-typeform-entries) | | Update clients in Assembly from new Typeform entries | [Zapier](https://scribehow.com/shared/How_to_update_clients_in_Copilot_from_new_Typeform_entries__V_fJkNEqS9mbLq0X8IEzBg), [Make](https://scribehow.com/shared/Update_clients_in_Copilot_from_new_Typeform_submissions__XfqNi_SRSpCcnt8mCE_8sQ) | — | ## Message automations | Automation | Setup instructions | Templates | | ---------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- | | Send a message to a client in Assembly when a form response is submitted in Assembly | [Zapier](https://scribehow.com/shared/How_to_automate_sending_a_message_to_a_client_in_Copilot_when_a_Copilot_form_response_is_completed__TUAlb3r7TaeT9m0ka90MHQ), [Make](https://scribehow.com/shared/Send_a_message_to_a_client_when_a_form_response_has_been_submitted_in_Copilot___4Twzgl2SQiR2HWXoRWaSg) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1559317/send-messages-to-clients-for-new-form-responses-in-copilot) | | Send channel messages in Slack when new clients are activated in Assembly | [Zapier](https://scribehow.com/shared/Create_a_Zap_between_Copilot_and_Slack_channels__tzUMx8JhS0OtPqEsqvdSHQ), [Make](https://scribehow.com/shared/How_to_send_channel_messages_in_Slack_when_new_clients_are_activated_in_Copilot__rwor45QER6mR06xPGVpYDg) | [Zapier](https://zapier.com/apps/copilot/integrations/slack/1386412/send-slack-channel-messages-for-newly-activated-copilot-clients) | | Send messages in Slack when new clients are created in Assembly | [Zapier](https://scribehow.com/shared/How_to_send_channel_messages_in_Slack_when_new_clients_are_activated_in_Copilot__aqyJ0BbBR3W9wovDAaBx0A), [Make](https://scribehow.com/shared/How_to_send_channel_messages_in_Slack_when_new_clients_are_created_in_Copilot__XF7sqwo_SFuZWptfwa2Xgw) | [Zapier](https://zapier.com/apps/copilot/integrations/slack/1411006/send-messages-in-slack-when-new-clients-are-created-in-copilot) | | Send channel messages in Slack when new form responses are submitted in Assembly | [Zapier](https://scribehow.com/shared/How_to_send_channel_messages_in_Slack_when_new_form_responses_are_submitted_in_Copilot__PpyV6MgWSIWKs5G_FqVpAA), [Make](https://scribehow.com/shared/How_to_send_channel_messages_in_Slack_when_new_form_responses_are_submitted_in_Copilot__FrG0SEQ2TpCpLZlO64AypA) | [Zapier](https://zapier.com/apps/copilot/integrations/slack/1411106/send-channel-messages-in-slack-when-new-form-responses-are-submitted-in-copilot) | | Send a message automatically to a client in Assembly when a client sends a message in Assembly | [Zapier](https://scribehow.com/shared/How_to_automate_responses_to_messages_from_clients_in_Copilot__YZ6uoFM6RpG0Ooq4KMwd1w), [Make](https://scribehow.com/shared/Send_an_auto-response_for_client_messages_in_Copilot__-NVODI-8REC8HydWlVKYpg) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1559899/send-messages-to-clients-in-copilot-when-new-clients-send-copilot-messages) | | Send a message to a client in Assembly after a contract is signed | [Zapier](https://scribehow.com/shared/How_to_send_a_message_in_Copilot_after_a_contract_is_signed__1X93aGuKSeqINTp1hWbf_g), [Make](https://scribehow.com/shared/How_to_send_a_message_to_a_client_in_Copilot_after_a_contract_is_signed__liCaFWXJRvmRf3jGkDhyYg) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1681624/send-messages-when-new-contracts-are-signed-in-copilot) | | Send a message from a client in Assembly to Slack | [Zapier](https://scribehow.com/shared/How_to_send_a_message_from_a_client_to_Slack__hx7hsxiNTGOsnzPm8LkmFg), [Make](https://scribehow.com/shared/Set_Up_Filter_and_Integration_with_Slack_Tutorial___VmfCf2eQOOE7moIq4MDOQ) | — | | Send a message from an Internal User in Assembly to Slack | [Zapier](https://scribehow.com/shared/How_to_send_a_message_from_an_Internal_User_to_Slack__rq5c6aEIRTe44DToZKW3eQ), [Make](https://scribehow.com/shared/Configure_Copilot_Webhooks_and_Slack_IntegrationKEYS__y8U3z7eDQzWakldxHGsFmw) | — | | Send a message each month to individual message channels | [Make](https://scribehow.com/shared/How_to_send_a_Message_Each_Month_to_Individual_Message_channels__5ndxQJliRXqW6o3XAfyzXw) | — | | Send a message each month to company message channels | [Make](https://scribehow.com/shared/How_to_send_a_Message_Each_Month_to_Company_Message_Channels__lbNxdU3VQ7-IauXyXGmhTg) | — | ## CRM automations | Automation | Setup instructions | Templates | | ---------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------- | | Create records in Airtable for new Assembly clients | [Zapier](https://scribehow.com/shared/How_to_create_records_in_Airtable_for_new_Copilot_clients__Wp8awf2oTqCWKtkDSXZvpw), [Make](https://scribehow.com/shared/How_to_create_records_in_Airtable_for_new_Copilot_clients__N2K5WQF0Rz-J96qXOBJYTg) | [Zapier](https://zapier.com/apps/airtable/integrations/copilot/1221485/create-new-airtable-records-for-newly-created-copilot-clients) | | Create clients in Assembly when new events are scheduled in Calendly | Zapier\*, [Make](https://scribehow.com/shared/How_to_create_clients_in_Copilot_when_new_events_are_scheduled_in_Calendly__Wh3mnUG8RQyJzdKOS3mt9g) | [Zapier](https://zapier.com/apps/calendly/integrations/copilot/1184846/create-clients-in-copilot-when-new-events-are-scheduled-in-calendly) | | Add new Assembly clients as Mailchimp subscribers | [Zapier](https://scribehow.com/shared/How_to_add_new_Copilot_clients_as_Mailchimp_subscribers__ehcdGfgJSuu3AItW9YawwQ), [Make](https://scribehow.com/shared/How_to_add_new_Copilot_clients_as_Mailchimp_subscribers__5_KtvaBiShqTFjVAGkJz3w) | [Zapier](https://zapier.com/apps/copilot/integrations/mailchimp/1411300/add-new-copilot-clients-as-mailchimp-subscribers) | | Create clients in Assembly when Salesforce Opportunities are updated to Closed won | [Zapier](https://scribehow.com/shared/How_to_create_clients_in_Copilot_when_Salesforce_Opportunities_are_updated_to_Closed_Won__LDFGP7qlT6yIoYqWf-A_DA) | — | | Apply a tag when a client is created in Assembly | [Zapier](https://scribehow.com/shared/Apply_tags_when_new_clients_are_created_in_Copilot__F7HKVBNzQzadCyBVLVPv-A), [Make](https://scribehow.com/shared/Apply_tags_when_new_clients_are_created_in_Copilot__JNMP3tuuQyOXiOYgpf3eIQ) | — | \*Coming soon ## Contract automations | Automation | Setup instructions | Templates | | -------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------- | | Send a contract in Assembly after a client is created | [Zapier](https://scribehow.com/shared/How_to_send_contract_after_client_is_created__HpnbRKi_Q2mcmysephTwpQ), [Make](https://scribehow.com/shared/How_to_send_a_contract_after_client_is_created__7szOS5o0RoChUkSfGwOnJw) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1690635/create-contracts-for-new-copilot-clients) | | Send a contract in Assembly after a form is completed in Assembly | [Zapier](https://scribehow.com/shared/How_to_send_a_contract_after_a_form_is_completed_in_Copilot__w5ahNtnBTselmZhEKvozxA), [Make](https://scribehow.com/shared/How_to_send_a_contract_after_a_form_is_completed_in_Copilot__4IHNX91JRhWDtw-rWLNNcQ) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1686066/create-contracts-in-copilot-when-new-copilot-form-responses-complete) | | Upload signed contracts from Assembly to a client file channel | [Zapier](https://scribehow.com/shared/How_to_upload_a_signed_contract_from_Copilot_to_a_client_file_channel__fh4JM7irSteVB1vRURIh1w), [Make](https://scribehow.com/shared/How_to_upload_a_signed_contract_from_Copilot_to_a_client_file_channel__dlTviiQGRuacm2CExTKiWg) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1681616/add-newly-signed-copilot-contracts-to-client-file-channels) | | Upload a signed contract from Assembly to a company file channel | [Zapier](https://scribehow.com/shared/How_to_upload_a_signed_contract_from_Copilot_to_a_company_file_channel__sFv7qnFyRgCJifpW5rIWvA), [Make](https://scribehow.com/shared/How_to_upload_a_signed_contract_from_Copilot_to_a_company_file_channel__ZbxpV7gvRhqkl0BRDkop3w) | [Zapier](https://zapier.com/apps/copilot/integrations/copilot/1681619/add-newly-signed-copilot-contracts-to-a-company-file-channel) | | Upload newly signed Assembly contracts to Google Drive | [Zapier](https://scribehow.com/shared/How_to_upload_a_signed_contract_to_Google_Drive___SjOL2RCQDODRm1Cp1g7pA), [Make](https://scribehow.com/shared/How_to_upload_a_signed_contract_to_Google_Drive__-KRnTUvDQ5K5-EQxoYnMkg) | [Zapier](https://zapier.com/apps/copilot/integrations/google-drive/1685700/upload-newly-signed-copilot-contracts-to-google-drive) | | Update a client in Assembly when a contract is signed in Assembly | [Zapier](https://scribehow.com/shared/How_to_update_a_client_when_a_contract_is_signed_in_Copilot__rNGDlHzqRr-Q9WUsMYdsSw), [Make](https://scribehow.com/shared/How_to_update_a_client_when_a_contract_is_signed_in_Copilot__ijd5oQ44RDChc2inhL8yMg) | — | | Upload files to client file channels in Assembly when envelopes are sent or completed in Docusign | [Zapier](https://scribehow.com/shared/How_to_Set_Up_DocuSign_Automation_in_Copilot_client__x586Db7OSviP6CvdkFyl9A), [Make](https://scribehow.com/shared/How_to_upload_files_to_client_file_channels_in_Copilot_when_envelopes_are_sent_or_completed_in_Docusign__DPEZb9ZpSr6lvw_mNZeVng?referrer=documents) | — | | Upload files to company file channels in Assembly when envelopes are sent or completed in Docusign | [Zapier](https://scribehow.com/shared/How_to_upload_signed_Docusign_files_to_Copilot_company_channels__oj-PB-f_TN-Cu7kc6ckyPA), [Make](https://scribehow.com/shared/Upload_files_to_company_file_channels_in_Copilot_when_envelopes_are_sent_or_completed_in_Docusign__Dx0VIbU6ROad_HLVCjGV4A) | — | | Upload files to client file channels in Assembly when documents are completed in PandaDoc | [Zapier](https://scribehow.com/shared/How_to_upload_files_to_client_file_channels_in_Copilot_when_documents_are_completed_in_PandaDoc__LT-gm418RtmZga-4JbTL0w), [Make](https://scribehow.com/shared/How_to_upload_files_to_client_file_channels_in_Copilot_when_documents_are_completed_in_PandaDoc__YUwwE-srR3eH-pECXhfeHQ) | — | | Upload files to company file channels in Assembly when documents are completed in PandaDoc | [Zapier](https://scribehow.com/shared/How_to_upload_files_to_client_file_channels_in_Copilot_when_documents_are_completed_in_PandaDoc___gIXTqXlRI-kwV16VQQ2cA), [Make](https://scribehow.com/shared/Upload_files_to_company_file_channels_in_Copilot_when_documents_are_completed_in_PandaDoc__59BiR3o2SImJE99PwbIqvw) | — |