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Use Case 14 | Automating Employment Contract Sending & Storage with Yoom Forms
Use Case 14 | Automating Employment Contract Sending & Storage with Yoom Forms
Yoom 青柳 avatar
Written by Yoom 青柳
Updated over a week ago

📝 Overview

This Flowbot example demonstrates how to automatically generate, send, and store employment contracts using Yoom Forms.

  • A Google Docs employment contract template is pre-prepared.

  • The template's placeholders are replaced with recipient-specific details

  • The contract is converted to a PDF and sent via email.

  • A dedicated Google Drive folder is created to store the contract

This eliminates manual work and ensures contracts are properly stored!


🛠 Features and Apps Used

✔️ Yoom Form - Triggers the Flowbot when a response is submitted

✔️ Data Transformation Operation - Formats the contract date into a specific date format

✔️ Document Generation - Converts the employment contract to PDF

✔️ Email Sending Operation - Send contracts via emails

✔️ Google Drive App - Creates a dedicated folder for the recipient

🔍 How It Works

1️⃣ Trigger Activation

A new Yoom form submission starts the flow.

2️⃣ Format the Date

The contract date is converted to YYYY/MM/DD.

3️⃣ Generate PDF

The system creates the employment contract as a PDF.

4️⃣ Send Email

The PDF contract is emailed to the recipient.

5️⃣ Create a Google Drive Folder

A dedicated folder is created for the recipient.

6️⃣ Store the Contract

The issued contract is saved in the new folder.


🚀 Try It Yourself!

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