Once approved in kickflow, send the contract via Docusign.

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■Overview

This is a flow where, once approved in kickflow, a contract is sent using a Docusign envelope template.

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■Recommended for

1. Companies or teams using Kickflow

Managers who use Kickflow to manage the approval process
Administrators of companies who want to streamline contract creation and sending tasks after approval

2. Companies or teams using DocuSign

Managers who use DocuSign for electronic signatures on contracts
Companies that want to automate the contract sending and signing process

3. Those promoting system integration and process automation

Legal personnel who want to reduce the hassle of manual contract creation and sending tasks
IT personnel or business process managers who want to automate data integration between different systems

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■Benefits of using this template

・It can significantly improve operational efficiency by reducing the hassle of manual contract creation and sending tasks.

・Contracts are sent securely, ensuring data consistency and accuracy, facilitating smooth contract management and information sharing.

・It enables quick responses and effective resource management, leading to improved overall business productivity.

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■Notes

‍・Please integrate Yoom with both kickflow and Docusign.

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What is Yoom hyperautomation?

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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Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

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About the Apps You Use

Kickflow

In Yoom, it is possible to integrate with kickflow's API without code and automate various tasks. For example, you can trigger the completion of an approval in kickflow to link application information to other systems or chat tools, or automatically register new employee information into kickflow.

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DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

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