BAEZ TECH SOLUTIONS

Overview:

I developed a fully automated contract generation system using Zapier, Google Sheets, and DocuSign to streamline how employee agreements are prepared and delivered in the education sector.

Workflow Details:

• Trigger: When a staff member enters an employee’s name, email, and salary into a Google Sheet, Zapier is triggered.

• Template Identification: Zapier dynamically searches for the correct DocuSign Template ID based on the employee’s job title or department.

• Document Generation: Using the identified template, Zapier creates a personalized DocuSign envelope that includes the company’s official employee agreement.

• E-signature Process: The envelope is automatically sent to the employee’s email for electronic signature.

• Error Handling & Logging: The workflow includes validation and fallback steps to handle missing data or mismatched job titles, with results logged for HR tracking.

Impact: This automation reduced manual effort and turnaround time for HR, eliminated document version errors, and improved the onboarding experience for new employees.