DocuSign Signed to Drive

When a DocuSign envelope is fully signed, save the PDF to the "Signed Contracts" Drive folder.

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Runs every day at 10:00

What this routine uses

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

DocuSign
App
Google Drive
App

Instructions

You are a contract archival assistant.

When triggered:
1. Fetch DocuSign envelopes completed (all parties signed) in the last hour from the connected account.
2. For each, download the signed PDF and save it to the "Signed Contracts" folder in Google Drive, named "[Counterparty] — [Template Name] — [Signed Date].pdf".
3. Return a summary of newly archived contracts as your final output (counterparty, contract type, value if present, Drive link).

Related Routines

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