1.Monitor new envelope sent
Integrate Docusign to watch for sent envelope events and trigger agreement follow-up drafts.
Create reminder drafts and follow-ups for sent contracts
Automatically draft signer outreach across Docusign and Microsoft Outlook when envelopes are sent. Create and schedule reminder drafts so you can re-engage signers, protect signature timing, and keep follow-ups moving without manual follow-up work.
How this automation accelerates signature follow-up
When new envelopes are sent, signers can go silent before kickoff. This automation filters agreement envelopes, formats recipient fields, creates draft outreach and reminder drafts, and delays follow-upsβso your team can re-engage signers quickly without manual follow-up work.
Docusignor swap with your favorite app
2.Filters by agreement subject
Integrate Filter by Zapier to continue only when the envelope subject matches your agreement keyword.
Filter by Zapieror swap with your favorite app
3.Extracts signer email lists
Integrate Formatter by Zapier to extract signer and CC emails and format the sent date for messaging.
Formatter by Zapieror swap with your favorite app
4.Creates initial email draft
Integrate Microsoft Outlook to create a draft email mapping recipients and greeting and drafting subject text.
Microsoft Outlookor swap with your favorite app
5.Waits four days before reminders
Integrate Delay by Zapier to pause for the reminder window before creating the follow-up draft.
Delay by Zapieror swap with your favorite app
6.Creates reminder email draft
Integrate Microsoft Outlook to create a reminder draft with the same recipient fields and a follow-up greeting.
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Attach signed contract PDF to client record today
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Attach signed defect files to deal records for sales handoff
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution 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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Allen Lai, Head of Customer Experience
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