How to upload files to company file channels in Assembly (formerly Copilot) when documents are completed in PandaDoc
Véronique Cadet
43 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.
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Create a new scenario in Make
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Click the + button to add a trigger. Search for and select "PandaDoc"
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Click "Watch Documents"
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Click "Add"
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Click "Add"
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Click the "Connection name" field and name your connection
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Click "Save"
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A popup will appear. Click "Authorize"
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Click the "Webhook Name" field and name your webhook
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Click "Select All"
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Click "Recipient Completed"
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Click "Save"
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Click "OK"
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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.
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Click "Run this module only"
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After signing the test document, back in Make you should see that the trigger ran successfully
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Add a new module, search, and then select “Copilot ”
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Click "List Clients"
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Click the dropdown and select your connection or click "Add" and your Copilot account
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Click here
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Click "Recipients"
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Click "Email"
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Click "OK"
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Add a new module and click "Copilot"
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Click "List File Channels"
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Click here
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Click "Company"
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Click here
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Click "Company ID"
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Click "OK"
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Add a new module and click "PandaDoc"
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Click "Download a Document"
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Click the dropdown and select your PandaDoc connection
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Click here
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Click "ID"
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Click "OK"
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Add a new module and click "Copilot"
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Click "Create a File"
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Click here
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Click "ID"
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Click here and name the file
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Click "OK"
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To save press **[[control]]** + **[[s]]** for PC or **[[cmd]]** + **[[s]]** for Mac
