DOCUMENT OPS
Send a Weekly E-Signature Pipeline Health Digest
Every Friday, summarizes the week's signature activity — sent, signed, declined, and stalled documents with median time-to-sign.
How it runs
The automated pipeline, trigger to output.
- TriggerFriday afternoon schedule
- ActionPull week's signature records from AirtableAirtable
- LogicCompute counts, median time-to-sign, stalled list
- ActionDraft narrative digest with OpenAIOpenAI
- OutputPost to Slack and email leadership via GmailGmail
What it does
Gives leadership a once-a-week read on the health of the signing pipeline without anyone building a report. It tallies what was sent, completed, and declined this week, flags documents stuck beyond your threshold, computes median time-to-sign, and uses an LLM to turn the numbers into a short, plain-English narrative highlighting what needs attention.
When to use it
Use it when you want a recurring, scannable pulse on contract velocity and bottlenecks rather than a raw dashboard. Suited to ops leads and founders who want trends and risks surfaced, not a spreadsheet to interpret.
How it works
- 1A Friday-afternoon schedule triggers the digest run.
- 2The flow pulls the week's signature records and current open items from Airtable.
- 3It computes counts, median time-to-sign, and the list of documents stalled past threshold.
- 4An OpenAI step drafts a concise narrative digest from those metrics, calling out risks.
- 5It posts the digest to the team Slack channel and emails it to leadership via Gmail as the final output.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.