DOCUMENT OPS
Kick Off a Signature Request When a Contract Lands in Dropbox
Watches a Dropbox intake folder, and when a new contract PDF appears, parses the counterparty email from a sidecar file, sends it for signature.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file in Dropbox intake folderDropbox
- LogicConfirm PDF plus matching signer sidecar exists
- ActionRead signer email from sidecar metadataDropbox
- ActionCreate signature request via provider webhookHTTP webhook
- OutputLog new request as 'sent' row in AirtableAirtable
What it does
Lets your sales or ops team start a signing flow just by dropping a file. When a new PDF appears in a watched Dropbox "to-sign" folder alongside a small metadata file naming the signer, this workflow reads the signer details, initiates a signature request, and opens a tracking row so the document immediately enters your reminder and archival pipeline.
When to use it
Use it when non-technical teammates prepare contracts in tools that export to Dropbox and you want signing to begin without anyone logging into the e-signature app. Pairs naturally with the reminder and archive templates in this collection.
How it works
- 1A Dropbox folder-watch trigger fires when a new file lands in the intake folder.
- 2A filter confirms the file is a PDF and that a matching `.json` sidecar with signer name and email exists.
- 3The flow downloads the PDF and reads the sidecar to extract the counterparty's email.
- 4It posts the document and signer to your signature provider via an HTTP webhook to create the request.
- 5It creates an Airtable row with status "sent" and the sent timestamp as the final output.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect HTTP webhookTrigger any URL on agent actions.
- 3Connect AirtableBases, tables, views, automations.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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