Every document named and saved to Attio
Documents are automatically uploaded to the relevant Attio record with a custom name. Optionally upload to Google Drive or send via email.
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Documents generated to date
2,000+
Documents generated every day
How document management works
01
Generate or sign
Produce a document from a record, or complete a signature flow. Nothing extra to do for filing.
02
Uploaded to the record
The PDF is uploaded to the Attio record it came from, named by the pattern you chose.
03
Choose your delivery
Optionally push a copy to a Google Drive folder or email it straight to the client.
04
Find it where you work
Open any record and its documents are right there in Attio.
Managed where your data lives
Every document ends up on the record it belongs to, and wherever else your team needs it.
Filed on the right record, automatically
Whoever generates the document, it ends up on the record it belongs to. When a teammate opens the deal, the quote and the signed copy are right there. No hunting through drives and inboxes.
Named the way you choose
Build a file-naming pattern from record attributes, so every document is identifiable at a glance in Attio and anywhere it gets downloaded. Consistent, every time.
Delivered to Drive or email
Push a copy to a Google Drive folder you choose, or email it straight to the client. Pick the actions and DocuPotion runs them. No email chains, no manual uploads.
Frequently asked questions
Where are my documents stored?
On the Attio record they were generated from, as a file upload. You can also deliver a copy to a Google Drive folder or send it by email. DocuPotion does not keep its own copy of your documents.
Can I control how files are named?
Yes. File names are built from a pattern you define using record attributes, so a contract might be named after the company, the document type and the date.
How do Google Drive and email delivery work?
Pick the actions you want when a document is ready. DocuPotion can push a copy to a Google Drive folder you choose and email it to the client, automatically.
Do signed documents get filed too?
Yes. When a signature flow completes, the sealed signed copy is uploaded to the same record as the original. The signature audit trail stays available in DocuPotion.
Manage your Attio docs with ease
Generate a document and see it appear on your record.