Streamlining Contract Workflows 📝

Hi everyone.

I wanted to just talk through something that I think will be really useful for all of you when it comes to how you send things out of NOAN.

So it's funny, we were talking yesterday as a team about how do you really judge like a true AI native company and the company should be built on AI.

But I realized that there's this really fascinating indicator, which is how many docs and PDFs you are creating is an indicator of whether you are truly AI native.

And I looked in our Google Docs folder and the only docs we've created in six months are contracts.

That's it.

Everything else is within the NOAN environment or pushed somewhere from NOAN.

and it's all powered by AI.

So you know, you often hear people talking about how they're an AI native company, but they're.

All they're doing is taking docs and then connecting them to say, Intercom or like a, customer service platform and referencing those documents.

They're creating a lot of docs.

They're not AI native.

all we create is literally contracts.

it's crazy.

So that was kind of mind blowing to me.

But what I wanted to do was I wanted to set up a zap and ultimately I wanted to send this into one of the platforms we use for signing.

And unfortunately none, of them accept, this, they accept the docs like that.

So, at the moment we have to have a stage between, which is where what I've done is I've set up a zap to export, content from NOAN as soon as it sees the tag ID contract.

So whenever it sees the tag contract, I created that new tag contract.

It didn't exist.

and then when I ask it to create a contract, it will tag it that contract.

and then what I do is I filter the conditions and if you come down here, you'll see I've written that if it contains final, then it will send it in the headline.

So I've asset title final, then it will send in the headline, which means in NOAN I can create a contract and then edit it as much as I want.

And then I can get final in the headline.

And as soon as I update final in the headline, as long as the tag contract is there and final is in the headline, it will export it straight away into Google Docs.

And here I send the asset title and the document content and boom, it's done.

Now in an ideal world this would go say, straight to Dropbox Sign, and they're just not there yet on their side.

powerful.

But for the moment, I send this to Google Docs, I export it as a PDF, and then it can be uploaded straight into Dropbox Sign and sent off.

So, really simple zap, really.

easy to set up.

You can send things anywhere, wherever you need to send them.

so this is one I think everybody should use.

And it's, it's dead easy to trigger.

You, just have to add the filter, so make sure you've got the filter there.

And then I use the word final, depending on what I'm sending, because I think it's always useful.

You're never going to have that in a headline.

Whereas if you add the word final, it will then send it, and that'll send it wherever you need it to go.

All right, thanks a lot.