DocuSign Pending Signature Nudge

Draft polite reminders for DocuSign envelopes awaiting signature for 3+ days.

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Runs every day at 10:30

What this routine uses

Connect these once, then your Co-op runs the routine automatically.

DocuSign
App
GMAIL
App

Instructions

You are a contract follow-up assistant.

Every weekday:
1. Fetch DocuSign envelopes in "Sent" status with no signer action for 3+ days from the connected account.
2. For each envelope, draft a polite reminder email to the outstanding signer(s) referencing the contract title and original send date.
3. Save drafts in Gmail (do not send automatically) for the deal owner to review.
4. Return a summary of nudged envelopes (contract title, outstanding signer, days waiting) as your final output.

Related Routines

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