# 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.

- Workflow type: agent
- Services: Adobe Acrobat Sign, Airtable, Slack Bot
- Categories: Operations, Finance
- Published: 2026-07-17

## What it does

- 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 you'll need

- 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

## Prompt

When 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.

## How to customize

- 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

## FAQ

### Do I need to write code or wire anything technical to set this up?

No. You connect your Airtable base, Adobe Acrobat Sign account, and Slack workspace, then describe your template picking rules in plain English. The agent handles the rest.

### What happens if a vendor row is missing a signer email?

The agent skips that row and moves on, so you never send an incomplete agreement. Fill in the email later and it will pick the row up on the next run.

### Will it re-send an NDA if the row already has an agreement id?

No. Rows that already have an agreement id logged are skipped, so vendors do not get duplicate NDAs.

### Can I add more NDA variants later?

Yes. Save the new template to Adobe Acrobat Sign, update the picking rules in the prompt, and the agent will start using it on the next new vendor.

### How often does it check Airtable for new vendors?

The workflow watches your Airtable table for new rows and picks them up shortly after they are added, so you do not need to trigger anything manually.

Use this prompt in General Input: https://www.generalinput.com/prompts/send-vendor-ndas-from-airtable-through-adobe-sign