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Automation template

Placement agreement signed

Built by Edusign · Documents & contracts

When a placement agreement is signed by all parties, the placements office receives it with a link to the document.

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Paste the prompt into AutoAI from the Automations screen in Edusign: the automation is created exactly as described here.

Preview

1 condition · 1 action
  1. When

    A document is completed

  2. And

    "Document title" contains "Placement agreement"

  3. Then

    Send an email

    Recipient[PLACEMENTS OFFICE EMAIL]
    SubjectAgreement signed: {{document.title}}

    The agreement {{document.title}} has been signed by all parties since {{document.completedAt}}. Document: {{document.documentUrl}}.

What to personalise

The {{variables}} are filled in by Edusign each time a message is sent. Replace the fields in yellow with your own values before pasting the prompt.

  • PLACEMENTS OFFICE EMAIL

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