Flowgrammer

Signing Workflow Requirements Workbook

Editable signing-control workbook with SignatureEvidence, callback checks, and twelve fictional cases.

Download the signing workflow workbook (ZIP)

Download this pack when documents already go out for signature and you need a named send, remind, void, decline, complete, and download path with a verified event log. The workbook is a SignatureEvidence log, the event log in this pack. It implements the E-Signature Automation control plane: roles, routing, callback checks, twelve worked Cedar & Quay cases, and a factual unranked vendor matrix.

Read the paired guide first: E-Signature Automation.

Download the signing workflow workbook (ZIP)

The ZIP includes the workbook, CSV import files, setup and usage notes, twelve case write-ups, and a notify-only reminder design. Samples stay on Config as_of 9 September 2026. No live vendor tenant is included, and this is not a Marketplace listing.

What you get

  • SignatureEvidence fields for signature_request_id, event_id, template version, verification, artifact_ready, and a named human gate
  • Closed signing statuses plus side states for failed callbacks, stale templates, and downloadable waits
  • A callback checklist for HMAC, event hash, client-id echo, and Event-Id dedupe
  • A forbidden-downstream sheet for payment, bank-detail change, final accounting, auto-renew, and auto-terminate
  • Twelve fictional Cedar & Quay cases: verified complete, duplicate event, failed verification, decline, void after partial, stale template, completed before downloadable, unauthorized sender, blocked auto-pay, blocked auto-renew, approval required before send, and sequential versus parallel routing
  • An unranked vendor matrix. No prices, rankings, or legal-validity claims.

Keep these jobs separate

A completed signature is not Document Approval DecisionEvidence. Use the published Document Approval Workflow when an org decision is required. If the file lives in Dropbox, Drive, Box, or Notion and the job is internal approval, use the published Dropbox, Google Drive, Box, or Notion approval guides. This workbook does not run an IDP or OCR step. Use invoice processing automation or the contract tracker when money or renewal is the actual job. Reminders never complete, pay, renew, or terminate. Confirm Connect, callback, and webhook settings in your tenant before you put a real envelope on the path.

If you still need to choose a first workflow, start with Document Processing Automation.

How to start

  1. Read README.md, then markdown/setup.md.
  2. Walk SignatureEvidence, or import csv/signature-evidence-import.csv.
  3. Leave Config as_of_date at 9 September 2026 while you walk SX01 through SX12.
  4. Confirm SX01 writes once, SX02 does not write a second time, and SX09 plus SX10 stay blocked.
  5. Keep the paired E-Signature Automation guide nearby for the shared model.

If senders, signer roles, or the event log are still unclear, start with an AI Success Audit. If they are named, book a fit call to scope an AI Automation Systems build.

Book an AI Success Audit call