1.Detect updated tenant intake
Integrate Airtable and case workflow automation tools to detect qualified intake updates and trigger document creation for the case.
Send retainer agreement to tenant and update record
Automatically detect updated tenant intake rows across Airtable and send retainer documents using PandaDoc. Create and update when agreement documents are ready, then email signature links and update case recordsβso you can reduce manual follow-up, speed document delivery, and eliminate paperwork delays.
How this automation accelerates retainer delivery
When tenant intake updates go unprocessed, delays can block signature collection and stall contract timelines. This automation creates retainer documents, updates your Airtable case record, and sends signature linksβso you can get approvals faster.
Airtableor swap with your favorite app
2.Create retainer document
Integrate PandaDoc and document template tools to create the retainer, then to generate a shared link for signature.
PandaDocor swap with your favorite app
3.Update case record
Integrate Airtable and data mapping tools to update the case row with document status, document ID, and shared link.
4.Send signature email
Integrate Gmail and email template tools to send the tenant a message with the PandaDoc shared link and case context.
Gmailor swap with your favorite app
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Add contact and save signed agreement to files
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Add MSA status and form link to project item
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Add signed agreement signers to master account list
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Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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