Part 1 The problemWhy teams need this
01 · THE PROBLEM
Contracts stall in two places: someone has to build them by hand, and someone has to remember to approve them. Both cost days, and days cost deals. This removes the busywork but keeps the one thing that should never be automatic: a person deciding that this document can go out.
Part 2 How it worksWhat it does, step by step
02 · WHAT IT DOES
A request builds the contract from a template and the deal's pricing, then stops for approval in Slack. Once approved, an e-signature request goes out with a covering email. When it's signed, the deal is updated, the customer gets next steps and the team is told. A sweep every hour nudges approvals that are gathering dust.
03 · HOW IT RUNS
Step by step, as built.
Build the document
Deal details and pricing are loaded and a PDF is generated from the template.
Ask, then wait
The owner gets an approval request in Slack and the workflow pauses until they answer.
Send for signature
Approved contracts become an e-sign envelope with a covering email; rejected ones tell the owner.
Close the loop
When the envelope is signed, the deal is updated, the customer gets a welcome and next steps, and the team is told.
Nudge the stuck ones
An hourly sweep nudges stale approvals and escalates the ones nobody answered.
04 · WHERE A PERSON STAYS IN
The machine drafts. A person decides.
Nothing is sent without an explicit approval in Slack. Rejections are recorded and the owner is told why.
05 · TOOLS AND APPS
Built around the systems already in the process.
06 · WHEN SOMETHING BREAKS
Failure is designed in.
- 14nodes retry automatically when an external API fails.
- 2decision points (IF or Switch) check the data before it moves on.
- ✓Anything unhandled triggers our central error workflow, so a crash gets reported instead of failing silently.
Standard on every build
- Schema validation before downstream writes
- Retry and error routes for external API failures
- Duplicate-safe processing and idempotent updates
- Human approval where the action carries business risk
- Execution logging for support and audit review
Part 3 The impactWhat it's worth, and how we'd build yours
07 · PROJECTED IMPACT
What it should change in the business.
Projections for a typical deployment. The calculation below shows the math, and you can put in your own numbers.
08 · ROI CALCULATION
How it pays back in your business.
The starting numbers are a hypothetical deployment sized to the projections above. Change any of them to your own volumes and costs, and the math updates underneath.
- Full-time equivalent freed
- 0.2 people
- Gross value
- $16,200
- Running cost
- −$480
- Return per $1 of running cost
- $33.8
The math: 60 contracts × 45 min × 12 months × 75% ÷ 60 = 405 hours a year × $40/hour = $16,200. Net value = gross value − $480 running cost a year.
09 · HOW WE'D BUILD YOURS
How we'd build yours.
- Discover: map the current process, systems, volumes, owners and exceptions.
- Design: define the canonical data model, approvals, retries and system boundaries.
- Build: implement credentials, nodes, validation and observable error routes.
- Prove: run controlled data through success, duplicate and failure scenarios.
- Operate: publish runbooks, ownership and measurable service levels.
