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Attach Signed Agreements

Attach signed supplier PDFs to purchase tasks and complete signature steps

Use this Agent instantly or customize it - no programming needed

File the signed agreement on its purchase task
Reads
  • agreement document ID
    agreement document ID

    Your completed agreement notice identifies the document whose signed PDF you need.

  • purchase task reference
    purchase task reference

    Your agreement metadata or task mapping links this document to its purchase task.

  • signed supplier agreement PDF
    signed supplier agreement PDF

    Your completed agreement has a protected PDF to attach to its purchase task.

Agreement signing tool
Agreement signing tool

Your agreement signing tool alerts you when the signed PDF is ready and provides the protected copy.

Request the protected signed PDF
Is the signed PDF still processing?YesNo
Retry the download after the stated delay
Is there no single matching open purchase signature step?YesNo
Leave the PDF unattached and the signature step open
Purchase task tool
Purchase task tool

Your purchase task tool finds the matching signature step and accepts the signed PDF and completed status.

Attach the signed PDF and complete the signature step
Writes
  • signed agreement attachment
    signed agreement attachment

    Your purchase task holds the executed supplier agreement PDF.

  • completed signature step
    completed signature step

    Your purchase signature step shows completion after the signed PDF is attached.

This Agent waits until the signed supplier PDF is ready. It matches the agreement to your purchase task. It attaches the PDF and completes the signature step.

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Google Drive
Used as:
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monday.com
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Google Contacts
Used as:
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Made for your industry

Attach Signed Agreements is made for businesses in these industries.

Made for your role

Attach Signed Agreements is made for people in these roles.

Made for your department

Attach Signed Agreements is made for people in these departments.

How Attach Signed Agreements works

3 steps, in order, on every run.

  1. Download the signed agreementDownload the protected PDF when the agreement is complete. Retry if the file is still processing.
  2. Match the purchase taskMatch the agreement ID and purchase reference to an open signature step. Leave the task untouched if no unique match exists.
  3. Attach the PDF and finish the stepAttach the signed PDF to the matching purchase task. Mark its signature step done.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.

3 tools
Set your rules
  • Put the purchase task ID in agreement metadata or keep a one-to-one document ID mapping on the purchase task.
  • Give the Agent production access to download protected PDFs and permission to attach files and complete purchase tasks.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Attach Signed Agreements:

How does it find the right purchase task?

You can put the purchase task ID in agreement metadata or keep a one-to-one document mapping on the task.

What access does it need?

You give it production access to download protected PDFs, plus permission to attach files and complete purchase tasks.

What happens if the PDF is still processing?

The Agent retries after the stated delay, then attaches the finished PDF when it becomes available.

What if it cannot find one matching task?

The Agent leaves the PDF unattached and the step open. You can fix the reference before the task moves on.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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