Notionデータベースの情報を使用して、DocuSignで契約書を作成し送信します。

■Overview

This is a flow for creating and sending contracts using DocuSign based on information from a Notion database.

By using a trigger with a Chrome extension, you can initiate the trigger directly from Notion.

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■Recommended for‍

1. Companies utilizing Notion for business

・Those who register detailed contract information in the database

・Those who register information about client companies

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2. Companies using DocuSign for contract creation and management

・Those who use it to streamline contract execution

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■Benefits of using this template

Notion can be used for centralized management of all kinds of information and can facilitate smooth information sharing within a team.
However, manually entering information registered in Notion to create contracts each time is neither efficient nor time-effective.

This flow is suitable for those who want to streamline contract issuance.
By utilizing this flow, you can automatically create and send contracts with DocuSign using information from Notion.
Automating contract creation tasks not only significantly reduces manual work but also helps prevent human errors.

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■Notes‍

・Please integrate Notion and DocuSign with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.