We are a high-end residential construction company looking to automate our document management workflow using Nanonets, Google Drive, Smartsheet, and DocuSign. The goal is to create a seamless, error-free process that takes incoming PDFs (invoices and subcontractor change orders), parses key data fields, stores files correctly, and keeps Smartsheet fully up to date — including handling signed documents. This project will start with parsing Change Order PDFs, but the automation should be scalable to handle future document types (invoices, contracts, proposals, etc.). ⸻ Automation Workflow (End-to-End): 1. Source / Input • Usually a PDF (but sometimes Excel or Word) is received via email. 2. File Naming & Organization • Automation renames the file based on extracted data (e.g., ProjectName_SubCO#_SubcontractorName.pdf). • Saves it into the appropriate project-specific Google Drive folder (e.g., /Projects/[Project Name]/Change Orders/). 3. Parsing via Nanonets • The file is sent to Nanonets for OCR and data extraction. • Parsed fields (per our schema): • Project Address • Date • Sub CO# • Subcontractor Name • Change Order Amount • Change Order Description 4. Data Upload to Smartsheet • Extracted data populates a new row in the project’s Master Sheet in Smartsheet, updating relevant budget and reporting columns automatically. • File is attached to the Smartsheet row. 5. Document Sending via DocuSign • The PDF is sent for signature using DocuSign integration or API, triggered automatically from Smartsheet (e.g., via document builder or webhook). • Recipients and signing sequence are defined based on Smartsheet columns (e.g., Subcontractor Email, PM Email). 6. Signed Copy Handling • Once fully signed, the signed document is: • Saved automatically in the same Google Drive folder (e.g., /Change Orders/Signed/). • Attached back to the same Smartsheet row (replacing or supplementing the original unsigned version). ⸻ Deliverables: • Functional workflow connecting Google Drive → Nanonets → Smartsheet → DocuSign → Google Drive • Proper error handling (e.g., missing fields, parsing errors, failed signatures) • Clear documentation of setup and credentials (for future maintenance) • Scalable design for additional document types later ⸻ Tech Stack / Tools: • Google Drive API or Zapier/Make (Integromat) for file handling • Nanonets API for document parsing • Smartsheet API / Automation / Webhooks for data upload and tracking • DocuSign API or Smartsheet Document Builder integration for signature routing • (Optional) Gmail integration for forwarding attachments automatically to Drive ⸻ Ideal Freelancer: • Proven experience building end-to-end workflow automations between these tools • Strong knowledge of Nanonets, Zapier, Make (Integromat), or custom API scripting (Python/Node.js) • Familiarity with Smartsheet data structure and API • Understanding of Google Drive file architecture and DocuSign workflows • Able to document the process clearly and design it for easy future expansion ⸻ Goal: A fully automated, hands-free pipeline where our team can simply forward an email or drop a file into Drive, and the system: 1. Names and files it correctly 2. Parses and uploads data to Smartsheet 3. Sends the document for signature 4. Saves and attaches the signed copy automatically