AutomationFollow up a signature request

Following up a signature request automatically with AI

Documents sent for signature that are not back after five days get a reminder, for approval.

Follow up a signature request is ready-made automation in Altramano for documents and communication: documents sent for signature that are not back after five days get a reminder, for approval.

It works with Microsoft Outlook.

Ready-made automation · department Documents and communication

What it does

Keep what you have sent in the "To be signed" table. After five days without the status Signed, this automation writes a friendly reminder; once approved it goes to the recipient.

What you need

Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.
Everything that goes out, this template puts to you first: you say yes before anything leaves.

How does following up a signature request automatically work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Keep what you have sent in the "To be signed" table. After five days without the status Signed, this automation writes a friendly reminder; once approved it goes to the recipient.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything that goes out, this template puts to you first: you say yes before anything leaves.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For documents and communication: letters and mails in house style, translations, summaries and signing. Those hours go into saying what you want to say, instead of into laying out, translating and sending around.

This department comes into play in transport and logistics, consultancies and business services, architects and engineering firms, property and estate agents, training providers and legal and notaries.

How to install it

Choose the template in your environment under Templates.
Point at the integrations it needs and fill in at most three settings.
Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Follow up a signature request?

Microsoft Outlook and a Altramano environment. The approval step is on.

Which department is Follow up a signature request for?

Documents and communication, in industries such as transport and logistics, consultancies and business services and architects and engineering firms.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

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