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Use case

Contract sending & e-signature

Send, track, and file every contract for signature.

You ask

Send this contract for e-signature, then file the signed copy in Drive and update the deal.

What the worker does

  1. 1

    Send the contract for e-signature to the right recipient.

  2. 2

    Track the signing status and notify you when it's complete.

  3. 3

    File the signed copy in the correct Drive folder.

  4. 4

    Update the deal record — each send and update waits for your approval.

Result: Sent for signature, filed the signed PDF in Drive, updated the deal.

Hand off contract sending & e-signature

Delegate it once and a worker handles it from here — you keep approval.

Questions

Does it send the contract without me?
No. Sending for signature is a sensitive action, so the worker proposes it and you approve first. Filing and tracking afterward are logged in the audit trail.
Can it work across several apps in one task?
Yes — this is a cross-app workflow: e-signature, storage, and CRM in a single task, with each external action gated by approval.
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