- AI-Agent
- Ready to Run
Request Renewal Signatures
Send final renewal agreements for signature and notify owners
Use this Agent instantly or customize it - no programming needed
- Approval changeApproval change
Your approval change identifies the renewal row when its status becomes Approved.
- Current approvalCurrent approval
Your renewal must still show Approved when the Agent loads its row.
- Final PDFFinal PDF
Your approved renewal agreements have one final PDF ready for signature.
- Current signersCurrent signers
Your signer list gives each person's name, email, role, and signing order.
- Renewal deadlineRenewal deadline
Your deadline sets the last time this request may go out in your chosen time zone.
- Owner email addressOwner email address
Your renewal row names the owner who receives confirmation or a specific blocker.
- Prior request IDPrior request ID
Your renewal row may hold an earlier request ID that helps prevent duplicate invitations.
- Signature field rulesSignature field rules
Your chosen field mapping assigns places in the PDF to each signing role.
Zoom supplies the approved PDF and current signers, then shows when invitations went out.
- Owner emailOwner email
Your owner receives the invited signer details and send time, or the precise reason sending stopped.
Your email service tells the owner who was invited and when, or why sending stopped.
- Owner emailOwner email
Your owner receives the invited signer details and send time, or the precise reason sending stopped.
- Owner emailOwner email
Your owner receives the invited signer details and send time, or the precise reason sending stopped.
Your signing service checks prior requests and sends the final PDF to signers with their assigned fields.
- Signature requestSignature request
Your signing service returns the request ID, sent status, send time, and invited signers.
- Owner emailOwner email
Your owner receives the invited signer details and send time, or the precise reason sending stopped.
- Renewal send detailsRenewal send details
Your renewal row shows the signature request ID and send time.
- Owner emailOwner email
Your owner receives the invited signer details and send time, or the precise reason sending stopped.
This Agent picks up an approved renewal and checks its final PDF, signers, and deadline. It sends the agreement for signature and records the request. The owner gets an email naming the invited signers and send time.
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GmailUsed as:
- Email service
Gmail tells the owner who was invited and when, or why sending stopped.
Google DriveUsed as:
- Signing service
Google Drive checks prior requests and sends the final PDF to signers with their assigned fields.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook tells the owner who was invited and when, or why sending stopped.
AirtableUsed as:
- Signing service
Airtable checks prior requests and sends the final PDF to signers with their assigned fields.
ZoomUsed as:
- Renewal tracker
Zoom supplies the approved PDF and current signers, then shows when invitations went out.
- Email service
Zoom tells the owner who was invited and when, or why sending stopped.
BrevoUsed as:
- Email service
Brevo tells the owner who was invited and when, or why sending stopped.
Google ContactsUsed as:
- Signing service
Google Contacts checks prior requests and sends the final PDF to signers with their assigned fields.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 tells the owner who was invited and when, or why sending stopped.
ClickSend SMSUsed as:
- Email service
ClickSend SMS tells the owner who was invited and when, or why sending stopped.
KeapUsed as:
- Email service
Keap tells the owner who was invited and when, or why sending stopped.
SendGridUsed as:
- Email service
SendGrid tells the owner who was invited and when, or why sending stopped.
Zoho MailUsed as:
- Email service
Zoho Mail tells the owner who was invited and when, or why sending stopped.
ServiceM8Used as:
- Email service
ServiceM8 tells the owner who was invited and when, or why sending stopped.
Campaign MonitorUsed as:
- Email service
Campaign Monitor tells the owner who was invited and when, or why sending stopped.
GetResponseUsed as:
- Email service
GetResponse tells the owner who was invited and when, or why sending stopped.
BoxUsed as:
- Signing service
Box checks prior requests and sends the final PDF to signers with their assigned fields.
MailgunUsed as:
- Email service
Mailgun tells the owner who was invited and when, or why sending stopped.
MailjetUsed as:
- Email service
Mailjet tells the owner who was invited and when, or why sending stopped.
lemlistUsed as:
- Email service
lemlist tells the owner who was invited and when, or why sending stopped.
OneSignalUsed as:
- Email service
OneSignal tells the owner who was invited and when, or why sending stopped.
SuperchatUsed as:
- Email service
Superchat tells the owner who was invited and when, or why sending stopped.
ActiveCampaign PostmarkUsed as:
- Email service
ActiveCampaign Postmark tells the owner who was invited and when, or why sending stopped.
Mailchimp TransactionalUsed as:
- Email service
Mailchimp Transactional tells the owner who was invited and when, or why sending stopped.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange tells the owner who was invited and when, or why sending stopped.
SenderUsed as:
- Email service
Sender tells the owner who was invited and when, or why sending stopped.
KintoneUsed as:
- Signing service
Kintone checks prior requests and sends the final PDF to signers with their assigned fields.
Made for your industry
Request Renewal Signatures is made for businesses in these industries.
- Software
Send approved subscription renewals to their current signers.
Show all Agents for the Software industry - IT Services
Send approved service contract renewals before their deadlines.
Show all Agents for the IT Services industry - Property Management
Send approved lease renewals to the current signers.
Show all Agents for the Property Management industry - Commercial Cleaning
Send approved cleaning contract renewals to client signers.
Show all Agents for the Commercial Cleaning industry
Made for your role
Request Renewal Signatures is made for people in these roles.
- Sales Operations Specialist
Record the signature request on the approved renewal.
Show all Agents for the Sales Operations Specialist role - Account Manager
Email account managers the signer list and invitation time.
Show all Agents for the Account Manager role - Contract Administrator
Send the final renewal agreement to its current signers.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Check current signer roles before sending an approved renewal.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Record when each approved renewal goes out for signature.
Show all Agents for the Contract Manager role - Property Manager
Confirm when a lease renewal went out for signature.
Show all Agents for the Property Manager role - Leasing Specialist
Send approved lease renewals to their listed signers.
Show all Agents for the Leasing Specialist role
Made for your department
Request Renewal Signatures is made for people in these departments.
- Sales Operations
Log signature requests against approved customer renewals.
Show all Agents for the Sales Operations department - Client Services
Send approved client renewals and confirm the invitation time.
Show all Agents for the Client Services department - Legal
Check the current signers before sending approved renewals.
Show all Agents for the Legal department - Contract Management
Send final renewals to signers after contract approval.
Show all Agents for the Contract Management department - Customer Success
Tell renewal owners who was invited to sign.
Show all Agents for the Customer Success department - Leasing
Send approved lease renewals for signature before the deadline.
Show all Agents for the Leasing department - Property Management
Record when a lease renewal went out for signature.
Show all Agents for the Property Management department
How Request Renewal Signatures works
5 steps, in order, on every run.
-
Load the renewal agreementRetrieve the current PDF and signer list from the renewal tracker. Email the owner if approval changed or the agreement needs attention.
-
Check the signing detailsMatch signer roles to the signature fields and confirm the deadline has not passed. Email the owner any correction needed before sending.
-
Check for a prior requestLook up any saved signature request. Stop and email the owner its invitation details if that request was already sent.
-
Send the signature requestSend the final PDF to current signers in their signing order. Report a failed or uncertain send to the owner without claiming invitations went out.
-
Record and confirm the sendRecord the request ID and send time in the renewal tracker. Email the owner the invited signers and when the request went out.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.
26 tools
- Choose the renewal table and approval field; each row must hold one final agreement PDF, its signer names, email addresses, roles and signing order, the renewal deadline, the owner's email, and a field for the signature request ID and send time.
- Set the signature field anchors or role-to-field mapping used on final renewal PDFs, along with the signing email subject and sender account.
- Set the time zone for renewal deadlines and the email account that sends owner confirmations; process approval changes for a given renewal one at a time.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Request Renewal Signatures:
You choose the renewal table, deadline time zone, and sending accounts. Your rows need a final PDF, signer details, and an owner email. You also set how signature fields map to signer roles.
If your renewal row has a request ID, the Agent checks whether that request was sent. The owner gets its details without another invitation.
The owner gets an email naming the missing PDF, signer detail, or signature field mismatch. No invitation goes out until someone fixes the issue.
The owner gets an email asking for a new deadline or an explicit human decision. The Agent does not send the request after your configured deadline.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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