monday.com Contracts & E-Signature
Powerful Document Automation & Signing for monday.com
monday.com contracts, created and signed when an item's status changes to Won
Works through Zapier, Make, n8n or your AI assistant. DocsAutomator has no native monday.com connection; this page shows only the routes that run today.
Some of the teams / institutions automating and signing their documents with DocsAutomator:
Contracts and agreements, created and signed with DocsAutomator
Some examples of our customers and the documents they automate and sign daily
AcceptedCustomers accept quotes and change orders in one tap, so work starts sooner.
Quotes · Estimates · Order confirmations · Change orders
SignedAgreements go out from your records and come back signed.
Service agreements · Leases · NDAs · Engagement letters
AcceptedCustomers accept finished work and deliveries on their phone, on the spot.
Work orders · Delivery notes · 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 monday.com documents
All you need to effortlessly automate and sign your documents
The contract when the label changes to Won
This page covers that one job. The label starts the document, the column values fill your own template, the contact gets a signing link, and the signed PDF lands in a Files column of the item.
It works on any board, because it reads columns and not a fixed record type. A deals board in monday CRM, a projects board and a client onboarding board all work the same way.
Describe it, the AI agent builds it
Tell it what you need. It drafts the template, 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 – no wasted credits 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 item to a signed document
Create a Google Docs or Word template
Map Data & Preview
Connect monday.com
Step by Step Implementation Guide
Start automating & signing in minutes!
One item, one template, one signed contract
The event services contract below was created by DocsAutomator from the example item and signed on a test page. All names and amounts are fictional.
1. The item in monday.com
- Proposal sent
- Negotiation
- Won
- Board
- Sales pipeline
- Group
- This quarter
- Deal value
- $34,750.00
- Contact
- Lena Calloway
- Event date
- 05/15/2027
- Guests
- 280
- Owner
- Mia Torres
- Contract (Files column)
- Empty until the contract is signed
2. Your template
3. The signed document
Four ways to connect monday.com today
Works through Zapier, Make, n8n or your AI assistant
Zapier
The status change starts the contract without a click.
- In DocsAutomator, create an automation with your contract template and turn on signing. Set the signer's email to a placeholder such as {{contact_email}}.
- In Zapier, use the monday.com trigger "Specific Column Value Changed in Board" and choose the board and the Status column.
- Let only the label Won continue.
- Add the DocsAutomator action "Create Document" and map the column values to the placeholders.
The trigger is instant. It fires on every change of the column, so the Zap needs a filter step for the label, and a filter step needs a paid Zapier plan.
Make
The same flow as a Make scenario, also instant.
- Start the scenario with the monday.com module "Watch Item's Column Value".
- Let only the label Won continue.
- Add the DocsAutomator module that creates the document and map the column values.
- For the way back, use "Add a File to a File Column Value".
n8n
The same flow as an n8n workflow, self-hosted or on n8n Cloud.
- monday.com has no n8n trigger node. On the board, add the Webhooks integration with a recipe for a change of the Status column, and give it the address of an n8n Webhook node.
- The webhook carries the item ID and the new label. Let only Won continue, then read the columns with the monday.com node: Board Item, Get.
- Add the DocsAutomator node with the operation Document, Create, and map the fields to the placeholders.
- For the way back, use the monday.com node to change a column value or add an update with the link to the signed PDF.
monday.com integrations, including Webhooks, are not on the Free plan, and each webhook counts toward the monthly integration actions. The n8n monday.com node has no file upload, so the PDF goes back as a link.
Claude or ChatGPT
You ask for the contract in a chat, and the assistant reads the item and sends the document.
- Connect monday MCP. monday.com offers it on all plans, and it is in Claude's connector directory.
- Connect DocsAutomator to the same assistant. The address is https://mcp.docsautomator.co/mcp.
- Ask: "Create the event services contract for the Calloway Foundation item and send it to Lena Calloway for signing."
- The assistant reads the item, fills the template and starts the signing request. It can then change the status or write an update on the item.
This route starts when you ask, not when the status changes. monday MCP reads and writes items, columns and updates.
The signed PDF in a Files column
When the contact 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.
DocsAutomator also sends a notification with the link to the signed PDF to a web address you choose. To know which item a finished document belongs to, put the item ID into the document name (for example Contract {{item_id}}); the completion webhook returns that name. A second Zap or Make scenario receives it and uses "Upload File to Specific Column" in Zapier or "Add a File to a File Column Value" in Make. "Update Item" can set the status to a label such as Contract signed.
Within a single Zap, scenario or workflow you need no webhook for the generated PDF: the DocsAutomator step returns its link, so the next step can update the item from the trigger step.
Receiving that notification in Zapier needs a paid Zapier plan.
What to know before you start
The trigger means this column changed, not this column changed to Won. If someone switches the label away and back to Won, the flow starts a second contract. A checkbox column such as Contract sent, checked by the flow, prevents that.
monday.com automations and integrations are not part of the Free plan. Zapier, Make and monday MCP connect through the API.
What it costs
Questions about monday.com and DocsAutomator
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Customer Voices
Don't take our word for it. Here's what our customers say about us:
DocsAutomator is a great service & I've been using it for around 6-months now. Automating document creation is quick, simple & highly effective, for both myself & for my clients.
Vivek Kuvelker
This is the best value for money app for creating template. Easy to use, easy to set up, and we like to support small businesses. Keep going!
Aris Zagklis
I've been a Glide developer for a few years now and have a handful of clients that are going to benefit so much with regards to saving a huge amount of time with invoicing and quoting. A big thanks to you and your team mate!
Mitch Francis
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
DocsAutomator integrates very nicely with Airtable, letting my team create highly customized itineraries that handle dozens of variables. We've used the software for several years now and have no reason to shop around for other solutions.
Heather Wilson
Very flexible and easy to use doc creation tool. Improvements and new features are getting added on a regular basis. The support is top notch 👍🏼 Thanks Rupert for making my life easier 🤩
Stefan
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