Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

OkaySend
Trigger: Watch Archived Document Requests
Google Gemini AI
Action: Select an action
1. Select a trigger
  • Triggers when a document request is marked "done" and archived.

  • Triggers when a request is completed.

  • Triggers when all signers have completed signing and the final signed PDF is ready.

  • Triggers when a new client is added (created).

  • Triggers when a signature request is declined by a signer.

  • Triggers when a signature request is expired.

  • Triggers when a field is completed by the client and is marked as "done".

  • Triggers when response to a field is approved.

  • Triggers when response to a field is rejected.

  • Triggers when a document request is finalized and moved from "Drafts" to "Sent".

  • Triggers when a new signature request is sent.

  • Triggers when a signature is added by a signer.

  • Triggers when an existing client is updated.

  • Triggers when a signature request is viewed by a signer or a CC’d recipient.

2. Select an action
  • Creates a new file search store.

  • Deletes a file from a selected files search store.

  • Deletes a file search store.

  • Extracts structured data from text or files.

  • Generates a response for the provided input.

  • Generates a video using the general purpose Gemini model family.

  • Generates a video using the Veo models.

  • Generates an image using Gemini's image generation capabilities.

  • Generates an image using the imagen models.

  • Generate vector representations (embeddings) for the text or file you provide.

  • Generate high-quality, stereo audio from text prompts or from images.

  • Generates an audio file based on text input and settings.

  • Returns detailed information about a file in a file search store.

  • Retrieves details about a file search store.

  • Retrieves the full details of a single interaction (e.g. from a deep research agent).

  • Performs an arbitrary authorized API call.

  • Runs a deep research agent by Gemini.

  • Generates text responses from prompts without requiring an account or connection.

  • Uploads a file so it can be used in the completions or in file search stores.

Select a trigger and an action

Create workflow (opens in a new tab)