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Send Signature Requests

Send Word agreements for signing and note requests on handoff tasks

Use this Agent instantly or customize it - no programming needed

Send an approved editable agreement for signing

Reads

Ready handoff task
Ready handoff task
Your task tells the Agent which agreement handoff is ready to send.
Approved Word file
Approved Word file
You link an approved editable agreement uploaded to the same task, with anchors for each signer role.
Signer list
Signer list
Your task lists each signer's name, email address, role, and signing order.
Prior send notes
Prior send notes
Your task's earlier notes help the Agent avoid sending this file twice.
Invitation text
Invitation text
You choose the subject and message that signers receive with their invitations.

Handoff task manager

Handoff task manager

Your handoff task manager alerts the Agent when a task is ready and keeps the file, signer details, and send notes.

Is the Word file wrong, inaccessible, or missing required signer details?YesNo

Note the details the coordinator needs to correct

Writes

Handoff note
Handoff note
Your task shows the correction, failure, or confirmed invitation details.

Does a prior note name a request for this file?YesNo

Check its send status and update the task only if confirmed

Writes

Handoff note
Handoff note
Your task shows the correction, failure, or confirmed invitation details.

Is a signature or date anchor missing for any signer role?YesNo

Note the missing role and field location

Writes

Handoff note
Handoff note
Your task shows the correction, failure, or confirmed invitation details.

Create the signing copy, assign fields, and send invitations

Writes

Signature request
Signature request
Your signers receive a fixed signing copy with their assigned fields when sending succeeds.

Online signing service

Online signing service

Your online signing service prepares the signing copy, emails invitations, and confirms the request's send status.

Did sending fail or lack a confirmed Sent status?YesNo

Note the failure and request ID when available

Writes

Handoff note
Handoff note
Your task shows the correction, failure, or confirmed invitation details.

Note the sent request, signers, and send time on the task

Writes

Handoff note
Handoff note
Your task shows the correction, failure, or confirmed invitation details.

This Agent starts when your handoff task is ready to send. It checks the Word agreement and signer details. It sends a signing copy and notes the sent request on your task.

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Google Drive

Used as:

Handoff task manager
Google Drive alerts the Agent when a task is ready and keeps the file, signer details, and send notes.
Online signing service
Google Drive prepares the signing copy, emails invitations, and confirms the request's send status.

Show all Agents working with Google Drive

monday.com

Used as:

Online signing service
monday.com prepares the signing copy, emails invitations, and confirms the request's send status.

Show all Agents working with monday.com

Asana

Used as:

Handoff task manager
Asana alerts the Agent when a task is ready and keeps the file, signer details, and send notes.

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Zoom

Used as:

Handoff task manager
Zoom alerts the Agent when a task is ready and keeps the file, signer details, and send notes.
Online signing service
Zoom prepares the signing copy, emails invitations, and confirms the request's send status.

Show all Agents working with Zoom

Google Contacts

Used as:

Handoff task manager
Google Contacts alerts the Agent when a task is ready and keeps the file, signer details, and send notes.
Online signing service
Google Contacts prepares the signing copy, emails invitations, and confirms the request's send status.

Show all Agents working with Google Contacts

Made for your industry

Send Signature Requests is made for businesses in these industries.

Consulting
Send approved client agreements for signature and log the invitation.
Show all Agents for the Consulting industry
Staffing and Recruiting
Send approved client agreements for signing and record the request.
Show all Agents for the Staffing and Recruiting industry
Construction
Send approved project agreements to the listed signers and note the request.
Show all Agents for the Construction industry
Real Estate
Send approved transaction agreements to the listed signers.
Show all Agents for the Real Estate industry
Legal Services
Prepare approved client agreements for signing and record each send.
Show all Agents for the Legal Services industry
Property Management
Send approved lease agreements for signing and note the invitation.
Show all Agents for the Property Management industry
Management Consulting
Send approved engagement agreements to the listed client signers.
Show all Agents for the Management Consulting industry

Made for your role

Send Signature Requests is made for people in these roles.

Sales Operations Specialist
Send approved customer agreements for signature and log the send.
Show all Agents for the Sales Operations Specialist role
Procurement Specialist
Send approved supplier agreements to their listed signers.
Show all Agents for the Procurement Specialist role
Real Estate Agent
Send approved deal agreements for signature and note when they went out.
Show all Agents for the Real Estate Agent role
Contract Administrator
Turn approved Word agreements into signing requests with assigned fields.
Show all Agents for the Contract Administrator role
Legal Operations Specialist
Send approved contracts for signature and record the request on the task.
Show all Agents for the Legal Operations Specialist role
Contract Manager
Send approved agreements to their listed signers and track the handoff.
Show all Agents for the Contract Manager role
Leasing Specialist
Send approved leases to the listed signers and log the invitation.
Show all Agents for the Leasing Specialist role
Contract Coordinator
Send the approved agreement and log the request on its handoff task.
Show all Agents for the Contract Coordinator role

Made for your department

Send Signature Requests is made for people in these departments.

Sales Operations
Send approved customer agreements and note the request on the task.
Show all Agents for the Sales Operations department
Procurement
Send approved supplier agreements to signers and record the invitation.
Show all Agents for the Procurement department
Legal
Prepare approved contracts for the listed signers and record the send.
Show all Agents for the Legal department
Contract Management
Send approved agreements for signature and keep the handoff current.
Show all Agents for the Contract Management department
Leasing
Send approved lease agreements for signing and note the request.
Show all Agents for the Leasing department

How Send Signature Requests works

5 steps, in order, on every run.

Check Agreement HandoffOpen the ready task and its uploaded Word file. Check signer details and any prior send for the same file.
Create Signing CopyMake a separate signing copy from the Word agreement. Keep the editable file on the handoff task.
Set Signers and FieldsAdd the listed signers in order. Place signature and date fields at the anchors chosen for each role.
Send Signature RequestSend the request with your chosen invitation text. Confirm the signing service reports Sent before noting any invitation.
Record Sent RequestAdd the sent request link or ID to the handoff task. Include who received it and when.

How to Get Started

Connect your tools

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

5 tools

Set your rules

Choose the agreement handoff project and its Ready to send status; each handoff task must link to one Word file uploaded to that same task.
Require each handoff task to list every signer's name, email address, role, and signing order, plus the approved file's link.
Use a consistent signature and date anchor for each signer role in approved Word files, and set the field placement for those anchors in the signing account.
Connect the handoff and signing accounts and choose the invitation subject and message.

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 Send Signature Requests:

Can I send a Word agreement without changing the original?

Yes. Your Word file stays on the handoff task. The Agent creates a separate fixed signing copy for the request.

How do I set the signing order and signature fields?

You list each signer's name, email, role, and order on the task. You set matching signature and date anchors in the Word file.

What happens if details are missing or a request was already sent?

The Agent leaves an incomplete request unsent and comments on your task. It checks any earlier request before sending again.

Will it mark a request sent if the invitations fail?

No. Your task gets a failure note and a request ID, if one exists. The Agent records a send only after the signing service reports Sent.

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.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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