DOCUMENT OPS
Chase Unsigned Documents on an Escalating Reminder Cadence
Each morning, checks which sent e-signature documents are still unsigned and emails the outstanding signer a polite nudge, escalating the tone after 3 and 7 days outstanding.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionQuery Airtable for sent-but-unsigned documentsAirtable
- LogicBucket each by days outstanding (1-2 / 3-6 / 7+)
- ActionEmail signer the tier-appropriate reminderGmail
- OutputPost Slack alert for documents stalled 7+ daysSlack
What it does
Keeps deals from stalling because someone forgot to sign. Every weekday morning it reads your signature tracker, finds documents that were sent but not yet completed, and sends each outstanding signer a reminder by email. The reminder wording escalates with age: a friendly note at day 1-2, a firmer follow-up at day 3-6, and a final notice at day 7+ that also pings your team in Slack.
When to use it
Use it when contracts, NDAs, or order forms routinely sit unsigned and you are tired of manually scanning a spreadsheet to figure out who to chase. Best for teams who track sent envelopes in Airtable and want consistent, hands-off follow-up.
How it works
- 1A daily schedule fires on weekday mornings.
- 2The flow queries the Airtable tracker for rows where status is "sent" and no completion date is set.
- 3For each unsigned row it computes days-outstanding and branches into friendly, firm, or final-notice tiers.
- 4It sends the tier-appropriate reminder email to the signer via Gmail.
- 5Day 7+ documents also post an alert to the deals Slack channel so a human can intervene.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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 this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.