The brief
Problem, approach, result.
Problem
Documents were being prepared, sent for signature, and filed entirely by hand, a slow loop where things slipped through the cracks.
Tracking who had signed what, and where the signed copy ended up, was a constant low-level headache.
Approach
- Generated documents automatically from structured data, populating the right fields every time.
- Routed them for e-signature and tracked status end-to-end.
- Filed and archived signed copies automatically, with notifications via Make.com.
Result
A manual paperwork loop became a hands-off pipeline: generate, sign, file, tracked the whole way.
Nothing gets lost, and the team got their time back.
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