Send vendor NDAs from Airtable through Adobe Sign
When a new vendor lands in Airtable, pick the right Adobe Acrobat Sign NDA template, send it out for signature, and log the agreement id back to the row.
Adobe Acrobat Sign
Airtable
Slack BotOperationsFinanceOnboarding AutomationData SyncNotifications & AlertsWhen a new row is added to our New Vendors table in Airtable, run this agent to send the right NDA and log the outcome. Use Airtable's poll for new records as the trigger.
For each new row, first check that a signer email is present on the row and that no agreement id has already been logged. If either check fails, skip the row and continue. Never send a second NDA to a vendor that already has an agreement id.
Pick the correct Adobe Acrobat Sign library document (template) based on the vendor type on the row: standard NDA, contractor NDA, or NDA plus W-9. Use the library documents already saved in our Adobe Sign account and reference them by libraryDocumentId when creating the agreement.
Send the agreement out for signature using Adobe Acrobat Sign's Create Agreement, addressed to the vendor contact from the Airtable row. Personalize the sender note using the vendor name, category, and any onboarding notes on the row. Send it immediately for signature (IN_PROCESS).
Once the agreement is created, use Airtable's Update Record on the same row to write back the new agreement id and its current status.
Finally, post a short confirmation to our procurement channel using Slack Bot's Send a Message. Include the vendor name, which NDA variant went out, the signer email, and a reference back to the Airtable row so the team can follow up.
Additional information
What does this prompt do?
- Watches your New Vendors table in Airtable for fresh rows
- Picks the right NDA template based on vendor type (standard, contractor, or NDA plus W-9)
- Sends the agreement to the vendor contact for signature with a personalized note
- Writes the new agreement id and status back to the same Airtable row
- Posts a short confirmation to your procurement channel in Slack
What do I need to use this?
- An Airtable base with a table of new vendors, including a signer email column and a vendor type column
- An Adobe Acrobat Sign account with your NDA templates saved as library documents
- A Slack workspace with the channel where procurement updates should land
How can I customize it?
- Adjust the rules the agent uses to choose between the standard NDA, contractor NDA, and NDA plus W-9
- Change the tone or content of the personalized cover note using vendor name, category, and onboarding notes
- Point the confirmation message at a different Slack channel, or add extra fields to what gets written back to Airtable
FAQs
Do I need to write code or wire anything technical to set this up?
What happens if a vendor row is missing a signer email?
Will it re-send an NDA if the row already has an agreement id?
Can I add more NDA variants later?
How often does it check Airtable for new vendors?
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Stop chasing vendor NDAs by hand.
Add a new vendor row in Airtable and the right NDA goes out, gets logged, and your procurement channel gets a heads-up automatically.