Developer Handover Pack

Developer Handover Pack

Contract Generation & E-sign

Triggered the moment a HubSpot deal transitions to Closed Won, this agent reads all relevant deal properties from the HubSpot Deals API, evaluates a template selection ruleset stored in the automation platform to identify the correct contract template in Google Drive, and performs a field merge to produce a fully populated draft document. The agent writes the output file back to a designated output folder in Google Drive and updates a HubSpot deal property (contract_draft_url) with the direct link to the draft, ready for manager review in Slack. No document leaves the organisation at this stage.

// Input
hubspot.deal.id          : string   // HubSpot deal record ID
hubspot.deal.dealname    : string   // Deal or company name
hubspot.deal.amount      : number   // Contract value in USD
hubspot.deal.closedate   : date     // ISO 8601 expected close date
hubspot.deal.deal_type   : string   // Enum: retainer | project | saas | other
hubspot.deal.region      : string   // Enum: us | uk | apac | other
hubspot.contact.email    : string   // Primary contact email address
hubspot.contact.firstname: string
hubspot.contact.lastname : string
hubspot.contact.company  : string
hubspot.deal.payment_terms: string  // e.g. 'Net 30'
hubspot.deal.scope_notes : string   // Free-text scope or deliverables field

// Output
gdrive.draft_file_id     : string   // Google Drive file ID of merged draft
gdrive.draft_url         : string   // Shareable preview link (view-only)
hubspot.contract_draft_url: string  // Written back to deal property
hubspot.contract_status  : string   // Set to 'draft_generated'
slack.review_message_ts  : string   // Timestamp of Slack review prompt (posted by orchestration layer)

This agent activates once the automation platform creates and sends a DocuSign envelope from the approved contract draft. It subscribes to DocuSign Connect webhook events to monitor envelope status in real time. If the envelope status does not advance to 'delivered' (opened) within 48 hours of dispatch, the agent sends a first follow-up email through Gmail using a pre-written template. If the status has not advanced to 'completed' (signed) within 96 hours of the original send, a second follow-up email is sent. The agent passes the final envelope status and completion timestamp downstream to the Post-Signature Agent on receipt of a 'completed' event.

// Input
docusign.envelope_id     : string   // DocuSign envelope GUID
docusign.recipient_email : string   // Signer email address
docusign.recipient_name  : string   // Signer display name
docusign.sent_at         : datetime // ISO 8601 envelope send timestamp
hubspot.deal.id          : string   // Passed forward from Contract Assembly Agent
hubspot.deal.dealname    : string

// Output (on 48h no-open event)
gmail.followup_1_sent_at : datetime // Timestamp of first follow-up email
gmail.followup_1_message_id: string // Gmail message ID for audit

// Output (on 96h no-sign event)
gmail.followup_2_sent_at : datetime // Timestamp of second follow-up email
gmail.followup_2_message_id: string

// On approval (envelope completed)
docusign.envelope_id     : string   // Passed to Post-Signature Agent
docusign.completed_at    : datetime // Signature completion timestamp
docusign.signed_pdf_url  : string   // DocuSign download URI for signed PDF
hubspot.deal.id          : string   // Forwarded for CRM attachment step

Triggered by the DocuSign envelope-completed event passed forward from the Signature Tracking Agent, this agent downloads the signed PDF from DocuSign using the signed document download API, attaches it to the originating HubSpot deal record via the CRM Engagements API, and sets the deal's contract_status property to 'signed'. It then constructs and posts a completion notification to the configured Slack channels (sales, finance, and delivery) confirming the deal name, signing timestamp, and a direct link to the signed document in HubSpot. This agent is the final automated step in the flow.

// Input
docusign.envelope_id     : string   // DocuSign envelope GUID
docusign.signed_pdf_url  : string   // Download URI for completed PDF
docusign.completed_at    : datetime // ISO 8601 completion timestamp
hubspot.deal.id          : string   // Target deal record for attachment
hubspot.deal.dealname    : string   // Used in Slack notification text

// Output
hubspot.attachment_id    : string   // HubSpot engagement/note ID for attached file
hubspot.contract_status  : string   // Updated to 'signed'
hubspot.contract_signed_at: datetime // Deal property updated with completion timestamp
slack.sales_message_ts   : string   // Posted message timestamp in #contracts-signed
slack.finance_message_ts : string   // Posted message timestamp in #finance-alerts
slack.delivery_message_ts: string   // Posted message timestamp in #delivery-handoff

// ─────────────────────────────────────────────────────────────────────
// TRIGGER: HubSpot deal stage webhook
// ──────────────────────────��──────────────────────────────────────────
EVENT: hubspot.webhook → deal.propertyChange
  property_name : 'dealstage'
  new_value     : 'closedwon'
  deal.id       : '{{deal_id}}'

// Orchestration layer receives webhook, validates deal_id is not duplicate
// within 10-minute deduplication window (checked against run log)

// ─────────────────────────────────────────────────────────────────────
// AGENT 1: Contract Assembly Agent
// ─────────────────────────────────────────────────────────────────────
FETCH: HubSpot Deals API → GET /crm/v3/objects/deals/{{deal_id}}
  fields: dealname, amount, closedate, deal_type, region,
          payment_terms, scope_notes

FETCH: HubSpot Contacts API → GET /crm/v3/objects/contacts
  association: deal_id
  fields: email, firstname, lastname, company

// Null-check: if any required field is null → HALT, post to #contract-errors
VALIDATE: [dealname, amount, closedate, deal_type, email, firstname, lastname]
  on_fail: slack.post(channel='#contract-errors', message='Missing fields on deal {{deal_id}}')
           → terminate workflow

// Template selection ruleset (keyed on deal_type + region)
SELECT: gdrive_template_id = templateRuleset(deal_type, region)
  inputs : deal_type = '{{deal.deal_type}}', region = '{{deal.region}}'
  returns: gdrive_template_id : string  // e.g. '1BxiMV...gdrive_id'

// Copy template to output folder and merge fields
COPY:  Google Drive Files API → POST /drive/v3/files/{{template_id}}/copy
  parent_folder: OUTPUT_FOLDER_ID  // stored in credential store
  new_title    : '{{dealname}}_ContractDraft_{{YYYY-MM-DD}}'

MERGE: Google Drive Docs API → batch update on new_file_id
  {{contact.firstname}}  → deal.contact.firstname
  {{contact.lastname}}   → deal.contact.lastname
  {{contact.company}}    → deal.contact.company
  {{contact.email}}      → deal.contact.email
  {{deal.dealname}}      → deal.dealname
  {{deal.amount}}        → deal.amount (formatted: $#,##0.00)
  {{deal.closedate}}     → deal.closedate (formatted: MMMM DD, YYYY)
  {{deal.payment_terms}} → deal.payment_terms
  {{deal.scope_notes}}   → deal.scope_notes
  {{deal.region}}        → deal.region

// Write draft URL back to HubSpot and post Slack review prompt
UPDATE: HubSpot Deals API → PATCH /crm/v3/objects/deals/{{deal_id}}
  contract_draft_url : gdrive.draft_url
  contract_status    : 'draft_generated'

POST:  Slack → chat.postMessage
  channel : '#contract-review'
  text    : 'Contract draft ready for {{dealname}}. Review: {{gdrive.draft_url}}'
  actions : [{ type: 'button', text: 'Approve', value: 'approved' },
             { type: 'button', text: 'Request Changes', value: 'rejected' }]

// ─────────────────────────────────────────────────────────────────────
// HUMAN GATE: Sales Manager Review in Slack (Step 4 — retained manual step)
// ─────────────────────────────────────────────────────────────────────
WAIT: slack.interactiveCallback
  timeout   : 24h  // if no response, re-post reminder to #contract-review
  on_approve: → proceed to DocuSign envelope creation
  on_reject : → post rejection note to #contract-review, terminate workflow

// ─────────────────────────────────────────────────────────────────────
// DOCUSIGN: Envelope creation and dispatch (orchestration layer action)
// ─────────────────────────────────────────────────────────────────────
EXPORT: Google Drive → export as PDF
  file_id : gdrive.draft_file_id
  mime    : application/pdf

CREATE: DocuSign Envelopes API → POST /v2.1/accounts/{{account_id}}/envelopes
  document  : signed_pdf_binary
  recipient : { email: contact.email, name: contact.firstname + ' ' + contact.lastname,
                routingOrder: 1, recipientType: 'signer' }
  tabs      : { signHere: [{ pageNumber: last, xPosition: 100, yPosition: 200 }],
                dateSigned: [{ pageNumber: last, xPosition: 300, yPosition: 200 }] }
  status    : 'sent'
  returns   : envelope_id, sent_at

// ─────────────────────────────────────────────────────────────────────
// AGENT 2: Signature Tracking and Follow-up Agent
// ─────────────────────────────────────────────────────────────────────
LISTEN: DocuSign Connect webhook → envelope-delivered, envelope-completed,
        envelope-voided, envelope-declined

// 48-hour no-open check
TIMER: delay 48h from sent_at
  CHECK: docusign.envelope_status != 'delivered' AND != 'completed'
  on_true:
    SEND: Gmail → users.messages.send
      from    : contracts@[YourCompany.com]
      to      : contact.email
      subject : 'Your contract from [YourCompany.com] is waiting for your signature'
      body    : followup_template_1 (merge: contact.firstname, deal.dealname)
      returns : followup_1_message_id, followup_1_sent_at

// 96-hour no-sign check
TIMER: delay 96h from sent_at
  CHECK: docusign.envelope_status != 'completed'
  on_true:
    SEND: Gmail → users.messages.send
      from    : contracts@[YourCompany.com]
      to      : contact.email
      subject : 'Quick reminder: your contract from [YourCompany.com]'
      body    : followup_template_2 (merge: contact.firstname, deal.dealname)
      returns : followup_2_message_id, followup_2_sent_at

// On decline or void
ON: envelope-voided OR envelope-declined
  POST: Slack #contract-errors
    text: 'Envelope {{envelope_id}} for {{dealname}} was {{status}}. Reason: {{reason}}'
  → terminate follow-up sequence

// On completion, forward to Agent 3
ON: envelope-completed
  PASS: envelope_id, signed_pdf_url, completed_at, deal.id, deal.dealname

// ─────────────────────────────────────────────────────────────────────
// AGENT 3: Post-Signature CRM and Notification Agent
// ─────────────────────────────────────────────────────────────────────
DOWNLOAD: DocuSign Envelopes API
  GET /v2.1/accounts/{{account_id}}/envelopes/{{envelope_id}}/documents/combined
  returns: signed_pdf_binary

UPLOAD: HubSpot Files API → POST /filemanager/api/v3/files/upload
  file_name  : '{{dealname}}_SignedContract_{{YYYY-MM-DD}}.pdf'
  file_binary: signed_pdf_binary
  returns    : hubspot_file_id, hubspot_file_url

ATTACH: HubSpot Engagements API → POST /engagements/v1/engagements
  type         : 'NOTE'
  associations : { dealIds: [deal.id] }
  metadata     : { body: 'Signed contract attached. Signed at: {{completed_at}}' }
  attachment   : hubspot_file_id

UPDATE: HubSpot Deals API → PATCH /crm/v3/objects/deals/{{deal_id}}
  contract_status     : 'signed'
  contract_signed_at  : completed_at

POST: Slack → chat.postMessage (three channels)
  channels : ['#contracts-signed', '#finance-alerts', '#delivery-handoff']
  text     : 'Contract signed: {{dealname}} | Signed: {{completed_at}}
              | View in HubSpot: {{hubspot_file_url}}'

// ─────────────────────────────────────────────────────────────────────
// END OF FLOW
// ─────────────────────────────────────────────────────────────────────