## Recommended workflows

Most popular automations

### Overview

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)<br>[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)<br>[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)<br>[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)<br>[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)<br>[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) |

### 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)<br>[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) |

### Form Automations

### 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)<br>[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) |

### 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)<br>[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) |

### 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)<br>[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) |