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Use Case 20 | Automating Sending Contracts (NDA) with Yoom Form Data
Use Case 20 | Automating Sending Contracts (NDA) with Yoom Form Data
Yoom 青柳 avatar
Written by Yoom 青柳
Updated over a week ago

📝 Overview

This Flowbot example demonstrates how to automate the generation and delivery of NDA (Non-Disclosure Agreements) contracts using the data via a Yoom form.

🛠 Features and Tools Used

✔️ Form trigger - Activates the Flowbot when a form response is submitted

✔️ Data Manipulation & Transform - Adjust the date format

✔️ Document Generation - Convert the NDA into a PDF

✔️ Email Sending Operation - Sends PDF contract (NDA)

🔍 How It Works

1️⃣ Trigger Activation

A Yoom form submission starts the Flowbot.

2️⃣ Format the Date

The system converts the date into YYYY/MM/DD formats.

3️⃣ Generate contract (NDA) PDF

The document issuance operation generates a PDF version of the NDA.

4️⃣ Send NDA via Email

The PDF is automatically attached and sent to the recipient and sent.

🚀 Try It Yourself!

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