Automate Contracts in Airtable

Did you know you can automate the sending of contracts directly from Airtable? Imagine clicking a button to generate and send a contract to a prospect or new hire. Thats exactly what we are going to cover using #airtable #zapier and #docusign. After this video you will know the ins and outs of leveraging your Airtable data to generate contracts quickly. Get these delivered to your inbox weekly https://airtable.com/appaVidberPZD7YLu/pagpBVwuVsQOmGuDI/form Need 1:1 help to get unstuck? https://calendly.com/andrew-simple/hourly-consulting?month=2024-05 Have a project you want to talk about? Get a free consultation: https://calendly.com/andrew-simple/30min 00:00 Introduction 00:33 Use Case 01:11 Table and Field Setup 01:35 Tools: Zapier, Docusign 02:30 Creating a Docusign Template 04:15 Configuring the template fields 08:00 Zapier Setup: Create and send Docusign 19:15 Zapier Setup: Upload Signed Contract 21:48 End to End Demo 23:33 Wrap up