Asana Agreements & E-Signature
Powerful Document Automation & Signing for Asana
Asana agreements, created and sent for signing when a task moves to Approved
Works through Zapier, Make or your AI assistant. DocsAutomator has no native Asana connection; this page shows only the routes that run today.
Some of the teams / institutions automating and signing their documents with DocsAutomator:
Contracts, quotes and sign-offs, signed or accepted with DocsAutomator
Some examples of our customers and the documents they automate and sign daily
SignedContracts go out from your records, and clients sign them online.
Service agreements · Leases · NDAs · Engagement letters
AcceptedCustomers accept quotes and change orders in one tap, so work starts sooner.
Quotes · Estimates · Order confirmations · Change orders
AcceptedCustomers accept finished work and deliveries on their phone, on the spot.
Work orders · Handover reports · Inspection reports · Purchase orders
SignedNew hires, clients and students sign their paperwork before day one.
Employment contracts · Offer letters · Enrollment forms · Letters of authority
Strong reasons for choosing DocsAutomator to automate & sign your Asana documents
All you need to effortlessly automate and sign your documents
The agreement when the task lands in Approved
Now the client needs the agreement, and what goes in it (the fee, the start date, the deliverables) already sits in the task's custom fields. We fill your own Word or Google Docs template with those fields and send the client a link to sign or accept it.
Asana keeps track of the work. We make the document, collect the signature and put the signed PDF back on the task.
Describe it, the AI agent builds it
Tell it what you need. It takes your template or drafts one, connects your data, sets up signing and runs a test. No setup screens.
Bring your own AI agent
Connect Claude, ChatGPT, or your own agent. It creates and sends documents within the limits and approvals you set.
Your own Google Docs, Word or PDF templates
Keep writing your documents where you write them. DocsAutomator fills the placeholders.
Line items and nested tables
Invoices, quotes and any itemized list, straight from your data.
Conditional content
Sections, styling and images that show or hide based on the data.
Preview mode
Unlimited previews until you're happy, and no credits wasted on testing.
E-signatures, sent automatically
Legally binding, with a full audit trail. Nobody chases anyone.
One-click acceptance for quotes
Your client accepts with one click. Recorded, no signature ceremony.
Signed or accepted copies delivered and filed automatically
Every finished document is emailed and saved back to your Airtable, Notion, sheet, or Drive folder.
Start automating & signing in minutes!
Set up in minutes, save weeks of work
Three steps from your task to a signed document
Create a Google Docs or Word template
Map Data & Preview
Connect Asana
Step by Step Implementation Guide
Start automating & signing in minutes!
What the task brings to the agreement
The fields of the task fill the placeholders in your template. All names and amounts are fictional.
The task in Asana
- Proposal
- In review
- Approved
- Project
- Client projects
- Assignee
- Priya Raman
- Client (custom field)
- Harbor & Pine Studio
- Client email (custom field)
- ops@harborpine.example
- Fee (custom field)
- $18,400.00
- Start date (custom field)
- 11/17/2026
- Deliverables (custom field)
- Design system, 12 page templates, launch support
Three ways to connect Asana today
Works through Zapier, Make or your AI assistant
Zapier
The move to Approved starts the agreement the moment it happens.
- In DocsAutomator, create an automation with your agreement template and turn on signing or acceptance. Set the signer's email to a placeholder such as {{client_email}}.
- In Zapier, use the Asana trigger "Task Moved to Section" and pick the workspace, the project and the Approved section. It's instant.
- Add the DocsAutomator action "Create Document" and map the task's custom fields to the placeholders.
- Turn the Zap on. The client gets the link by email and signs.
The trigger already picks the section, so you don't need a filter. Asana isn't a premium app on Zapier, so these two steps run on a free Zapier account.
Make
The same flow as a Make scenario, started when the task is marked complete.
- Start the scenario with the Asana module "Watch Completed Tasks" and pick the project.
- Add the DocsAutomator module that creates the document and map the custom fields to the placeholders.
- For the way back, add "Upload an Attachment" to put the PDF on the task.
Make has no Asana module for a task that moves to a section, so mark the task complete when the work is approved.
Claude or ChatGPT
You ask for the agreement in a chat, and the assistant reads the task and sends the document.
- Connect Asana's MCP server to Claude or ChatGPT. Both are on Asana's list of supported clients, and you sign in with your Asana account.
- Add DocsAutomator to that same assistant: from the Claude directory in Claude, or from ChatGPT Plugins in ChatGPT.
- Ask: "Create the client services agreement for the Harbor & Pine task and send it to the client email for signing."
- The assistant reads the task and its custom fields, fills the template and starts the signing request. It can then add a comment with the link to the task.
Asana's MCP server can read tasks and write comments, but it can't attach files.
Where the signed agreement goes
When the client has signed, DocsAutomator seals the PDF, adds a certificate page with the audit trail, and sends a completion email with a link to the PDF. It can also save the PDF to a Google Drive folder.
DocsAutomator also sends a notification with the link to the signed PDF to a web address you choose. Name each agreement after its task, like Agreement {{task_id}}, and the notification tells a second Zap which task to update. That Zap can post the link with "Create Comment/Story" or put the PDF on the task with "Attach File". Try the attachment once with a real PDF before you count on it. In Make, "Upload an Attachment" does it.
Receiving that notification in Zapier needs a paid Zapier plan.
What to know before you start
The agreement can only use what the task holds. Custom fields need Asana's Starter plan or higher. On the free Personal plan there are no custom fields, so the client and fee would have to sit in the task name or description.
One move makes one agreement. If someone drags the task out of Approved and back in, the Zap starts a second one.
Zapier has no trigger for a changed custom field. If the agreement should start when a field such as Status changes, start from "Updated Task" and add a filter on that field. A filter step needs a paid Zapier plan.
What it costs
Questions about Asana and DocsAutomator
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Customer Voices
Don't take our word for it. Here's what our customers say about us:
DocAutomator has helped my business automate invoices, contacts, and quarterly reports for our clients. This product saves us a lot of time, allowing us as a property management company to focus more on asset management.
Eran
I haven't used a ton of them document generators. The built-in one in SmartSuite is painful to use. I've tried to integrate Adobe but sheesh... Then you showed up in Glide and I thought I'd give it a try.
Randall Nichols
If you use automated document creation, this is an amazing app. We've used several others, and this blows the others away in: ease of creation of the automations, speed of execution, and responsiveness of the staff. Couldn't be happier.
Aaron Waldrip
I've been using DocsAutomator in my workflow for quite some time now, and I must say it has truly been a game-changer. This remarkable program effortlessly streamlines the process of generating various documents [...]
Emma Sutton
We absolutely love using DocsAutomator! The service has been a game changer for our company. We're in the process of moving all our document workflows to DocsAutomator. The functionality is spot-on, and it saves us countless hours.
Xaver
Before I discovered Docsautomator, generating reports from Airtable was a time-consuming task that drained both my time and energy. However, Docsautomator changed everything and made the process feel effortless.
Kuladej Lertkachonsuk
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Use our API to build connect your custom app and use the power of DocsAutomator.
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