Once the contract is completed in DocuSign, read the document with OCR and notify Microsoft Teams.

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■Overview

By using the workflow "Notify Microsoft Teams when a contract is completed in DocuSign and the document is read by OCR," contracts completed in DocuSign are processed immediately.
The content read by OCR is automatically notified to Microsoft Teams, allowing for efficient information sharing.

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■Recommended for

Those who use DocuSign for exchanging and managing contracts
Those who want to quickly review the content of completed contracts and take the next action
Those who want to automatically read the content of documents with OCR and share it internally
Those who use Microsoft Teams as a communication tool
Those who want to quickly share important notifications with team members using Microsoft Teams
Those who currently manually check documents and send notifications and want to reduce that effort

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■Benefits of using this template

By reading documents completed in DocuSign with OCR and notifying Microsoft Teams, the time loss for confirmation is reduced, and the workflow proceeds smoothly.
This allows for speedy sharing of contract information and quick follow-up actions.
Smooth processing of contract documents enables quick response to customers, improving overall efficiency.

Additionally, since notifications are sent to Microsoft Teams, information sharing within the team becomes easier, and all members can grasp the latest contract status.
This will strengthen collaboration and improve the overall performance of the team.

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Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

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