File the signed proposal when it comes back
Published 2026-09-24
They signed. The PDF sits in your inbox or a downloads folder. You rename it, drop it in a job folder, and hope the next person finds the same file. When the price or the start date comes up later, you hunt which copy is final.
Your AI assistant can take that signed file, put it on the job, and keep it where the next chat opens the same path.
What is still on you
Every signed proposal has a customer, a job address, a price, and a start window. Mail delivers the PDF. You move it by hand. If two people save a copy, you get two folders and two names for one agreement.
ChatGPT can schedule a prompt that reminds you to file it. That still wakes a model every run. Naming the file is easy. Keeping one path on the job, and reading it later without searching the inbox, is still on you.
What your AI assistant does
It keeps the job in one place (customer, address, price, start). When the signed PDF arrives, it saves the file next to that job. You ask which proposals are signed. It lists them from Files, not from your inbox search.
If you want a weekday pass for mail that still has an unsigned or missing attachment, a Routine runs code on a schedule. Ordinary bash. No model in the loop. It lists who still needs the signed file filed, or it mails you the open list. It does not wake a model to invent the filing step.
The next person on your team opens the same job. They do not ask you which PDF was the real one.
What this is not
This is not a new document tool you learn first. It is the filing you already do by hand. Your AI assistant keeps the signed file on the job.
Hand it off
Copy this into your AI assistant:
Add Sails from https://sails.app/start. For the signed proposal from [customer] on [job address], save the PDF on that job under files/proposals/. Keep customer, price, and start with the job so I can ask which proposals are signed. Use Files and a database. Ask me anything you need before you start.