Automate contract generation, signatures, and renewal reminders

Generates contracts, routes them for e-signature, and reminds you before they expire, all without manual chasing.

How the work actually flows

It repeats. Every path runs; weekly check repeats the scan; a person has to approve before it continues.

Pattern: Structured Loop (21) ยท Parallel Split (2)

flowchart TD trig[\"new placement record created"\]:::trigdata s0["Send contract for e-signature"]:::svc s1[("Update placement records")]:::store s2["Check contracts nearing expiration"]:::task s3["Send renewal reminder"]:::task trig --> s0 s1 --> s2 s2 --> s3 hg(("client signs contract")):::human s0 --> hg hg -->|"approved"| s1 hg -. "sent back" .-> s0 gx{"+ what happens after signing"}:::gate s0 --> gx p00["Post Slack message"]:::task gx -->|"Notify team"| p00 p10["Add start date"]:::task gx -->|"Add to calendar"| p10 p00 --> s1 p10 --> s1 lp{"runs weekly indefinitely"}:::gate s3 --> lp lp -. "weekly check repeats the scan" .-> s2 lp -->|"finished"| out out[/"signed contract with reminders set"/]:::out pay{{"no manual contract chasing"}}:::pay 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 sheetEvery pathRepeat or finishResultPayoff
Build size
Advanced

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

Business functions
Messaging & NotificationsSpreadsheet & Database OpsAPI & Webhook IntegrationScheduling & CalendarHR & Recruiting
Connects
AirtableGoogle DocsDocuSignSlackGoogle Calendar
Featured in

The problem it solves

Drafting contracts, chasing signatures, and remembering renewal dates for every contractor is a lot to track by hand. Missed renewal dates mean scrambling at the last minute or losing someone you needed to keep.

Who it fits

An agency or company managing contract or temp employee placements.

How it works

  1. Starts when a new placement record is created
  2. Pulls the employee and client details automatically
  3. Fills a contract template and sends it for e-signature via DocuSign
  4. Once signed, updates your records, notifies your team on Slack, and adds the start date to the calendar
  5. Checks weekly for contracts nearing expiration and sends renewal reminders
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per month
minutes
minutes
per month
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes drafting, chasing signatures, and renewal tracking effort disappears entirely and that freed hours go to other work.

What you get

Signed contracts, updated records, and timely renewal reminders, all handled automatically.

What you need

An Airtable account, Google Docs, a DocuSign account, Slack, and Google Calendar.

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

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