How to upload files to client file channels in Assembly (formerly Copilot) when documents are completed in PandaDoc
Véronique Cadet
46 steps
3 minutes
PandaDoc
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "PandaDoc"
3
Click "Watch Documents"
4
Click "Add"
5
Click "Add"
6
Click the "Connection name" field and name your connection
7
Click "Save"
8
A popup will appear. Click "Authorize"
9
Click the "Webhook Name" field and name your webhook
10
Click "Select All"
11
Click "Recipient Completed"
12
Click "Save"
13
Click "OK"
14
Now it's time to test the trigger by sending a test document on PandaDoc and signing it as a your test client. Right-click here.
15
Click "Run this module only"
16
After signing the test document, back in Make you should see that the trigger ran successfully
17
Add a new module, search, and then select “Copilot ”
18
Click "List Clients"
19
Click the dropdown and select your connection or click "Add" and connect your Copilot account
20
Click here
21
Click "Recipients"
22
Click "Email"
23
Click "OK"
24
Add a new module and click "Copilot"
25
Click "List File Channels"
26
Click here
27
Click "Individual"
28
Click here
29
Click "ID"
30
Click here
31
Click "ID"
32
Click "Member ID"
33
Click "OK"
34
Add a new module and click "PandaDoc"
35
Click "Download a Document"
36
Click the dropdown and select your DocuSign connection
37
Click here
38
Click "ID"
39
Click "OK"
40
Add a new module and click "Copilot"
41
Click "Create a File"
42
Click here
43
Click "ID"
44
Click here and name the file
45
Click "OK"
46
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
How to upload files to client file channels in Assembly (formerly Copilot) when documents are completed in PandaDoc
Véronique Cadet
46 steps
3 minutes
PandaDoc
Make
As of September 30, 2025, we’ve rebranded to Assembly. The steps below remain the same. When searching in Make, look for Assembly (formerly Copilot) and this logo.
1
Create a new scenario in Make
2
Click the + button to add a trigger. Search for and select "PandaDoc"
3
Click "Watch Documents"
4
Click "Add"
5
Click "Add"
6
Click the "Connection name" field and name your connection
7
Click "Save"
8
A popup will appear. Click "Authorize"
9
Click the "Webhook Name" field and name your webhook
10
Click "Select All"
11
Click "Recipient Completed"
12
Click "Save"
13
Click "OK"
14
Now it's time to test the trigger by sending a test document on PandaDoc and signing it as a your test client. Right-click here.
15
Click "Run this module only"
16
After signing the test document, back in Make you should see that the trigger ran successfully
17
Add a new module, search, and then select “Copilot ”
18
Click "List Clients"
19
Click the dropdown and select your connection or click "Add" and connect your Copilot account
20
Click here
21
Click "Recipients"
22
Click "Email"
23
Click "OK"
24
Add a new module and click "Copilot"
25
Click "List File Channels"
26
Click here
27
Click "Individual"
28
Click here
29
Click "ID"
30
Click here
31
Click "ID"
32
Click "Member ID"
33
Click "OK"
34
Add a new module and click "PandaDoc"
35
Click "Download a Document"
36
Click the dropdown and select your DocuSign connection
37
Click here
38
Click "ID"
39
Click "OK"
40
Add a new module and click "Copilot"
41
Click "Create a File"
42
Click here
43
Click "ID"
44
Click here and name the file
45
Click "OK"
46
To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
