Automatically generate, send, and track signed contracts

Turns a form submission into a signed contract automatically, from document creation through to a signed PDF.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig>"client submits intake form"]:::trig s0["generate contract from template"]:::task s1["send for digital signature"]:::svc s2["email signed PDF to signer"]:::task s3[("log record in sheet")]:::store trig --> s0 s0 --> s1 s2 --> s3 hg(("signer signs contract")):::human s1 --> hg hg -->|"approved"| s2 hg -. "sent back" .-> s1 out[/"signed contract delivered and logged"/]:::out pay{{"faster deals without manual chasing"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Spreadsheet & Database OpsSurvey & FeedbackFile & Cloud StorageHR & Recruiting
Connects
Google DocsGoogle DriveGoogle SheetsSignNow

The problem it solves

Every new client or hire means drafting a contract, emailing it back and forth, and chasing down a signature before anything can move forward. Keeping track of what's signed and what's still pending is easy to lose when you're doing it by hand.

Who it fits

Agencies, HR teams, or consultants who send the same type of contract repeatedly.

How it works

  1. A client or new hire fills out your intake form
  2. The system generates a contract from your template, filled with their details
  3. The contract is sent out for a digital signature
  4. Once signed, the final PDF is emailed to the signer
  5. The record is logged in Google Sheets for tracking
What you get

Contracts signed without a single reminder email

Send a form and get back a fully signed contract, with every step from drafting to signature handled automatically for you.

What you get

A signed contract PDF delivered automatically, with the signature logged for your records.

What you need

A Google Workspace account, a SignNow account, and an online form tool.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Automatically research leads and send personalized cold emails

Finds verified leads, researches each one with AI, and sends personalized cold emails for you to approve first.

Advanced

Turn candidate LinkedIn profiles into CV feedback with Gemini

Collects a candidate's LinkedIn and CV details, then uses AI to draft personalized feedback and a cover letter automatically.

Advanced

Turn hiring briefing notes into a polished job description draft

New briefing documents are turned into a formatted job description, sent for approval, and saved as a PDF.

Advanced

Screen job applicants from Gmail and score them automatically

Reads job application emails, pulls the resume, has AI evaluate the candidate, and logs the result.

Advanced
Back to the AI Playbook