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File Signed Agreements

File signed supplier agreements and move old drafts aside

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File signed supplier agreements and retire drafts
Reads
  • Finalization notice
    Finalization notice

    Your finalization notice carries the document ID and agreement title.

  • Supplier folder assignments
    Supplier folder assignments

    Your folder assignments connect each supplier to its agreement folder.

  • Signed agreement PDF
    Signed agreement PDF

    Your signed PDF includes the appended audit certificate.

  • Unsigned agreement draft
    Unsigned agreement draft

    Your unsigned draft shares its supplier identifier and agreement title with the signed document.

Signature service
Signature service

Your signature service sends the finalization notice and provides the signed PDF with its audit certificate.

Signature service
File storage service
File storage service

monday.com finds the unsigned draft, moves it to drafts, and saves the signed PDF.

Fetch the signed PDF and retry if its audit pages are missing
Are the audit pages still missing after a retry?YesNo
Leave the draft in place until the signed packet is complete
Find the supplier folder and matching draft
Is the supplier folder or matching draft unclear?YesNo
Hold the agreement for review
Move the draft to its drafts subfolder and file the signed PDF
Writes
  • Filed signed agreement
    Filed signed agreement

    You can find the signed PDF with its audit pages in the supplier folder under its document ID.

  • Retired unsigned draft
    Retired unsigned draft

    Your unsigned draft remains available in the supplier's drafts subfolder.

This Agent waits for a supplier agreement to be finalized. It checks the signed PDF for audit pages and finds the matching draft. It files the signed PDF and moves the draft into drafts.

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Google Drive
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monday.com
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Google Contacts
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Docusign
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Made for your industry

File Signed Agreements is made for businesses in these industries.

Made for your role

File Signed Agreements is made for people in these roles.

Made for your department

File Signed Agreements is made for people in these departments.

How File Signed Agreements works

3 steps, in order, on every run.

  1. Check the final PDFFetch the signed PDF when the agreement is finalized. Confirm the PDF includes its audit certificate pages before filing.
  2. Find the matching draftFind the supplier folder and match its draft by supplier identifier and agreement title. Hold unclear matches for review.
  3. File the signed agreementMove the unsigned draft into its drafts subfolder. Save the signed PDF in the supplier folder with its document ID.

How to Get Started

Connect your tools

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

4 tools
Set your rules
  • Choose the supplier-agreement document titles or identifiers to include and map each supplier to a folder.
  • Use the same supplier identifier in the signature document title and the draft filename; create a drafts subfolder for each supplier.
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 File Signed Agreements:

How do I set up the right supplier folders?

You choose the agreement titles and map suppliers to folders. Use the same supplier identifier in each title and draft filename. Create a drafts subfolder for each supplier.

What happens if the folder or draft is unclear?

You review unclear folder or draft matches before any draft moves. The signed PDF waits until you identify the right match.

What if the signed PDF lacks its audit pages?

The Agent retries the PDF retrieval and leaves the draft in place until the audit pages appear.

What does my file storage need to support?

Your file storage needs to find and move drafts within supplier folders. It also needs to save the signed PDF there.

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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