Weekly signed contracts recap for leadership from Adobe Sign

Every Monday at 7:00am, run this workflow to give our leadership team a "signed last week" contracts recap from Adobe Acrobat Sign, delivered as a Gmail draft for the sender to review plus a shorter highlights post in Slack.

Step 1 — Find last week's signed agreements. In Adobe Acrobat Sign, use Search Agreements with a status filter of SIGNED or COMPLETED and a modified-date range covering the last seven days (apply both filters server-side so we don't page through the whole account). Paginate through all results.

Step 2 — Skip internal and test agreements. Ignore any agreement whose name contains "internal" or "test" (case-insensitive). Do not spend Get Agreement or form-data calls on skipped items.

Step 3 — Pull the details we need. For each remaining agreement, call Get Agreement to grab the sender (internal owner), participants, agreement name, and status timestamps, and call Get Agreement Form Data (CSV) to read the counterparty name and any dollar amount captured in form fields. Parse dollar values out of amount-like columns (deal value, contract amount, total contract value, ACV, ARR, subscription amount). If no dollar figure is present, leave the value blank rather than guessing.

Step 4 — Group the results. Bucket the collected agreements by sender (the internal rep who sent it) and by deal type. Infer deal type from the agreement name and any type field on the form data — for example new business, renewal, upsell, expansion, order form, MSA, SOW.

Step 5 — Draft the executive email in Gmail. Use Create a Draft addressed to the leadership team. The draft should contain:

• Total signed value across the week (sum of extracted dollar amounts) plus count of agreements and unique counterparties.

• Top five deals by dollar amount, each with counterparty, sender, deal type, and signed date.

• Breakdown by sender (count and total value).

• Breakdown by deal type (count and total value).

• Two or three short noteworthy-pattern callouts — for example unusual concentration with one rep, a large upsell, a new deal type this week, or an outlier deal size compared to a typical week.

Leave the email as a draft (do not send). The sender reviews and sends it themselves.

Step 6 — Post the highlights to Slack. In Slack Bot, use Send a Message to post a shorter version to our leadership channel: total signed value, top three deals, and one or two of the noteworthy patterns. Use Slack mrkdwn (single-asterisk bold, backticks, and <url|text> links) and keep it tight — leadership scans this on mobile.

Empty-week behavior — if Search Agreements returns zero qualifying agreements, still post a brief "no new signed contracts this week" note to Slack and create a short empty-state Gmail draft, so leadership knows the workflow ran.