Sending documents one by one, chasing signers, and manually tracking statuses can slow down your entire operation. With GetSign’s document automation on monday.com, you can send, track, and manage eSignature workflows at scale—automatically.
Whether you’re onboarding new hires, managing contracts, or handling vendor paperwork, automating your document dispatch and signature process can save hours every week while improving accuracy and visibility.
What is document automation in GetSign?
Document automation with GetSign means setting up a workflow where documents are generated, dispatched, and tracked without manual effort. By using templates and real-time board data, you can:
- Automatically send documents when a status changes
- Populate fields with live item data
- Route documents for signing and store completed files in your board
Why document automation matters
- Saves time: Remove the repetitive work of preparing and sending files manually
- Reduces errors: Merge board data into templates to avoid typos or missing info
- Improves visibility: Track document status directly from your monday.com board
- Scales with your team: Handle dozens of contracts without adding more admin work
Use cases for automating document workflows
1. HR onboarding at scale
Send contracts, NDAs, and offer letters to multiple new hires by simply updating a status field.
2. Bulk client contract distribution
Auto-dispatch proposals or service agreements to clients as soon as a deal is marked “Closed Won.”
3. Procurement & vendor agreements
Once a vendor is approved, automatically send their agreement using mapped data from the board.
4. Policy rollouts & compliance forms
Distribute standardized compliance documents to team members for eSigning with automated status tracking.
5. Internal request approvals
Trigger internal sign-offs (legal, finance, operations) when a request form or task hits a specified stage.
Send documents automatically and effortlessly.
Sending documents one by one can be tedious and time-consuming. With GetSign’s automatic sending feature, you can simplify the process. Automatically dispatch your documents and say farewell to the hassle of handling them individually. Embrace a more efficient and organized method with GetSign.
Step-by-Step Guide to Automating Your eSignature Workflow
Below are the key steps to create a document automation workflow using GetSign on monday.com
1. Choose the Workflow That’s Right for You
GetSign offers three primary approaches:
1. Create Templates + Sign Documents
Merge data from my board into documents that need to be regularly signed.
2. Sign Documents
My documents are ready to be signed.
3. Create Templates + Generate Documents
Merge data from my board into documents and save them on my board.
2. Effortless Document Upload in a Flash
1. Click “Upload a New Template.”
– Choose an existing document or create one from scratch.
2. Experience Seamless Management:
– Once uploaded, your template is instantly ready for mapping and customization.
3. Automatically Pull Data from Your Board Columns
1. Hit the “Prepare” Button:
– Transition to GetSign’s signature builder.
2. Drag and Drop Fields:
– Insert text boxes, checkboxes, sign date fields, dropdowns, line items, and board fields (like Item name, status, email, number, date, etc.).
3. Save Your Changes:
– GetSign automatically stores your modifications and sets the document up for sending.
Benefit: This step ensures the document merges real-time data from your monday.com board, reducing manual entry and potential errors.
4. Streamline Your Document Dispatch with Automation
With GetSign, you can send documents automatically based on a status change—eliminating the need for manual sending each time.
Create a New Status Label:
– In your monday.com board, add or edit a status column and label it “AutoSend” (or any name that suits your process).
– For example, label it as “AutoSend.” Once you’ve done that, don’t forget to click on Apply to save your changes.
5. Add the GetSign Integration
Configure GetSign’s automation recipe to recognize when the status changes to “AutoSend.”
6. Send with Automation:
Simply select the items you want to dispatch, switch their status to “AutoSend,” and GetSign handles the rest
7. Automation in action
To trigger the automation, it’s as simple as selecting the items you want to send and changing their status to “AutoSend.” GetSign will then take care of the rest, processing the signatures efficiently.
Outcome: The system automatically processes each document for signature, saving hours of manual effort and ensuring prompt, reliable delivery.
Benefits of using GetSign for document automation
- Batch sending with ease: Dispatch multiple documents from a single board update
- Accurate, consistent output: Templates prevent formatting errors and missing data
- Real-time tracking: Get visibility on every signature without leaving your board
- Built-in compliance: All eSignatures are secure, timestamped, and audit-ready
- No more manual follow-ups: Let your status column do the work
Use case spotlight: Rapid HR onboarding
Scenario: The HR team needs to send employment contracts to 20 new hires.
Old way: One-by-one document prep, email sending, and manual follow-up.
With GetSign automation:
- The HR lead updates each candidate’s status to “AutoSend”
- GetSign pulls in name, title, salary, and start date from the board
- Each contract is generated and sent within seconds
- Real-time status shows who signed and who hasn’t—all within the board
FAQs: Automating document workflows with GetSign
Can I automate sending to multiple people at once?
Yes. You can select multiple items and trigger AutoSend via bulk status change.
Can documents include mapped fields from my board?
Yes. Fields can be dynamically linked to columns like text, status, email, date, and more.
Does the automation support multiple workflows?
Yes. Each workflow can have its own document template, trigger, and logic.
Are the eSignatures secure and legal?
Absolutely. All GetSign signatures comply with global eSignature laws.
Can I combine document generation with automation?
Yes. You can first generate a document from board data, then automate sending it with a signing workflow.
Conclusion
GetSign’s eSignature automation for monday.com brings structure, speed, and clarity to your most critical workflows. Whether you’re onboarding, contracting, or coordinating, you can:
- Send documents with one click
- Track every status update
- Eliminate delays and errors
Start automating your signature workflows today and give your team the freedom to focus on what matters most.
