Dropbox Contract Draft & Signature Tracker
Automatically generates tailored drafts from client information, signed contracts are monitored daily and stored systematically in Dropbox and Slack notifications keep the legal team informed in real-time.
This workflow streamlines the creation, storage, and tracking of client contracts. From a client-submitted form, it generates a tailored contract draft, saves it in Dropbox, and monitors signed contracts daily. The legal team is notified automatically via Slack when new signed contracts are uploaded, ensuring efficient tracking and record-keeping.
Documentation
Managing contracts can be tedious, but the Dropbox Contract Draft & Signature Tracker simplifies every step. Clients fill out a form with key details, and the workflow automatically generates a professional contract draft in RTF format, customized with the client’s information. The draft is saved to Dropbox, keeping all files organized. Every morning, the workflow checks for newly signed contracts and cleans up filenames for readability. Slack notifications are sent to the legal team, ensuring everyone is instantly informed. This end-to-end automation reduces errors, saves time, and keeps contract workflows transparent and efficient.