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Automation template

Training contract sent to continuing education learners

Built by Edusign · Documents & contracts

The 'Continuing education' tag is all it takes: the training contract goes out for signature as soon as the learner is created.

Try Edusign

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 student is created

  2. And

    "Student tag" contains "[Continuing education]"

  3. Then

    Send a document for signature

    Document template
    [TRAINING CONTRACT]

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.

  • Continuing education
  • TRAINING CONTRACT

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