How to automatically send a DocuSign contract to your new hires in Ashby

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Application marked as Hired" under Ashby. Then, select details like the application ID and the hire date. This will allow your playbook to automatically detect the application that is newly marked as hired and initiate necessary actions.

If this is your first time using a Ashby integration in Relay.app, a prompt will guide you through the connection process.

Integrate the DocuSign automation into your playbook to ensure the prompt send of the specific envelope whenever an application is marked as hired in Ashby.

Click the "Add step" button, then locate the "Send envelope from template" automation for DocuSign and input the mandatory and relevant details.

If your DocuSign account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your DocuSign account.

Activating your playbook is the final step to automate sending an envelope in DocuSign. Once turned on, it will respond whenever an application is marked as hired in Ashby by sending an envelope to sign in DocuSign without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.