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Your No-code and AI Automation PartnerStreamline Document Tracking with Zoho Sign
Effortlessly track document statuses with Zoho Sign and receive real-time updates on Slack. Automate follow-ups to ensure timely signatures, boosting team coordination and efficiency.
When a Document Sent for Signature
1. Trigger on Document Sent
Initiate when a document is sent for signature.
Fetch Recipient Details
2. Retrieve Document Details
Get recipient and document info from Zoho Sign.
Update a Row
3. Log Document Status
Record document details and status in Google Sheets.
Send a Notification
4. Notify Team on Slack
Alert team about document status and pending signatures.
Check for Outstanding Signatures
5. Daily Signature Check
Monitor and identify unsigned documents daily.
Send Follow-Up Emails
6. Automate Follow-Up Emails
Email recipients if signatures remain pending for 48 hours.
- Repeat -
Automation Benefits
Benefits of This Automation
Discover the advantages of implementing this automation in your process.
Reduce Manual Efforts
Automate tracking and follow-ups to save time and effort.
Enhance Team Collaboration
Keep your team informed with instant Slack notifications.
Improve Document Workflow
Streamline document processes with automated tracking.
Boost Operational Efficiency
Accelerate document processing with timely follow-ups.
Ensure Timely Signatures
Automate reminders to ensure documents are signed on time.
Increase Business Productivity
Focus on important tasks by automating routine processes.
Features
Key Features of Automation
Enhance your document workflow with these essential features.
- 1Real-Time Slack Notifications
Receive instant alerts on document status and pending actions.
- 2Automated Follow-Ups
Ensure timely signatures with automated follow-up emails.
- 3Comprehensive Status Tracking
Keep detailed logs of document statuses in Google Sheets.
Outcomes
Expected Outcomes
Transform your document workflow and achieve these outcomes.
80%
Increased Team Efficiency
2x
Faster Document Turnaround
90%
Improved Client Satisfaction
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FAQ
Automation FAQs
Common questions about this document tracking automation.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.