Zapier

Hand legal work to Wordsmith from a Zap, and start a Zap when Wordsmith work changes.

The Wordsmith app for Zapier connects Wordsmith to thousands of other apps. A Zap can ask an agent, review a contract against a playbook, draft from a blueprint, redline or translate a document, and create or update a task. It can also start when a task is created or completed, or when a review finishes.

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Connect

1. In Wordsmith, open Settings → API keys and create an API key for the user the Zaps should act as. The key acts with that user’s access, so a Zap can do only what that user can do. Use a key with Full access, or one whose permissions cover what your Zaps do.
2. In Zapier, add a Wordsmith step. When asked for an account, paste the API key.
3. Choose your Region: Europe or United States. If you’re not sure, ask your Wordsmith admin. Accounts connected before the Region field existed use Europe.

To have tasks start an agent, open each agent in Wordsmith and add API as an intake on its configuration page. The Agent list in Create a Task shows only agents with that intake.

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Actions

Group	Actions
Agents	Ask Wordsmith asks an agent and waits for the answer.
Files	Upload a File, Import a File From a Link, Create a Document From Text
Documents	Redline a Document, Compare Two Documents, Convert a Document, Translate a Document, Redact a Document, Accept All Tracked Changes, Merge Documents Into One PDF
Reviews and drafts	Review a Document, Create a Redline From a Review, Draft a Document
Tasks	Create a Task, Update a Task, Attach Files to a Task, Add a Comment to a Task, Reply to the Person Who Sent a Task
Reports and repositories	Create a Report, Add Documents to a Report, Run a Report, Export a Report, Add Documents to a Repository
Search	Search Your Documents, Search Legal Sources

Searches find a task, review, answer, file, agent, user, conversation, report, repository or job. Find or Create a Task creates the task when there is none.

Draft a Document shows one field per placeholder of the blueprint you choose. Fill the ones you know, and Wordsmith fills the rest. Instructions, Context and source files guide how Wordsmith fills the empty placeholders.

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Work that takes a while

Questions, reviews, drafts and document actions can take a few minutes. The step waits while Wordsmith works, and the Zap carries on when the work finishes. A step that fails in Wordsmith fails in Zapier too, with Wordsmith’s reason, so you can handle it with Zapier’s error paths.

When you test a step in the Zap editor, Wordsmith waits up to 20 seconds. If the work isn’t finished by then, the test shows its status instead of the result. A live Zap always waits for the result.

If you replay a Zap run, or Zapier retries a step, the work starts again: a second review, draft or task. Check before replaying a run that already reached Wordsmith.

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Files

A file field takes a file from an earlier step, such as a Gmail attachment, up to 1 GB. Zapier copies it into your private Wordsmith space first. Fields named Wordsmith file IDs take files that are already in Wordsmith, such as the File ID from an earlier Wordsmith step.

Files that Wordsmith makes, such as a redline or a draft, come out as files later steps can attach to an email or save to a drive. Each one also has a link for people, which opens the file in Wordsmith after sign-in.

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Triggers

Trigger	Starts when
New Task	A task you’re involved in is created.
Task Status Changed	A task reaches the status you choose, such as Completed. Each task starts the Zap once per status, so a task completed a second time does not start it again.
Review Completed	A review finishes, wherever it was started: the web app, Word or the API.

These triggers check Wordsmith every few minutes. Wordsmith lists tasks by priority, so New Task reads your 300 highest-priority tasks and can miss a new low-priority one when you have more.

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Example: review email attachments

1. Gmail → New Attachment, with a search for the contracts you receive.
2. Wordsmith → Review a Document: Review type Against a playbook, Files the attachment, and your Playbook.
3. Slack → Send Channel Message, with Issues (text) and Review link.

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Example: email the requester when a task is done

1. Wordsmith → Task Status Changed, with Status Completed.
2. Wordsmith → Get a Task’s Files, with the trigger’s Task ID.
3. Gmail → Send Email, to the task creator, attaching Latest output file.