Templates

Digital Signature Automation Agent

Automates email processing for digital signature requests in document processing.

Document Processing

What This Agent Does

Automates email processing for digital signature requests in document processing.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: signature request, document signing, sign agreement, e-signature needed, verification OR from: @esignatureprovider.com, clients@business.com

THEN DOES

SearchDocuments for the relevant client file and document status. For signature requests, forward to signingteam@business.com with document ID and due date. For urgent verifications, reply to the sender with confirmation of receipt and forward to verification@business.com with 'urgent' priority. Apply 'digital-signature' label and star for high-priority requests. Archive once processed.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.