Monday.com Docusign Automated Invoices

Tools Used: Monday.com, DocuSign, Gmail, Zapier

🛠️ Overview:

The client needed an automated solution to streamline their document approval and tracking process. I implemented a custom workflow that connected DocuSign with Monday.com and Gmail using Zapier, improving visibility, speed, and reducing manual follow-ups.

⚙️ What I Delivered:

Automated task updates in Monday.com when documents were signed via DocuSign

Instant Gmail notifications triggered on key DocuSign events (e.g., signed, declined)

Logical mapping of status updates between tools to keep stakeholders informed

Delivered a clean and reliable integration within the agreed timeline

📊 Results:

Reduced document follow-up time.

Faster approval cycles, with stakeholders notified instantly instead of waiting for manual updates

Full visibility into document status directly inside Monday.com

Eliminated missed or forgotten approvals caused by manual tracking

Improved team coordination across departments without adding extra tools

✨ Outcome: The client now operates an automated document approval system that improves speed, accountability, and transparency. By removing manual follow-ups and status checks, the team can focus on higher-priority work while maintaining complete visibility over every document in the pipeline.

💬 Client Testimonial: