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Bardeen Enrichment
Docusign
Google Mail
playbook Template

Send envelopes from DocuSign when a new label is added to an email in Gmail

This Playbook will send DocuSign signature requests when a new label is added to an email in Gmail.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

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How does this automation work?

When label is added to email
Trigger
Get a person's data from email address
Action
Send an envelope in Docusign
Action
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How to run the playbook

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Available actions & triggers

Apps:
Send envelopes from DocuSign when a new label is added to an email in Gmail
Send envelopes from DocuSign when a new label is added to an email in Gmail
Send envelopes from DocuSign when a new label is added to an email in Gmail
Types:
Both
Actions
Triggers
Send an envelope in Docusign
Send an envelope in Docusign
Action
Send email
Send email
Action
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Find profiles
Find profiles
Action
When email is received
When email is received
Trigger
Verify email address
Verify email address
Action
Delete email
Delete email
Action
When the status of envelope changes in Docusign
When the status of envelope changes in Docusign
Trigger
When label is added to email
When label is added to email
Trigger
Archive email
Archive email
Action
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FAQs

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Scraper: If I scrape LinkedIn profiles, will they see me checking their profile?

Yes. Since Bardeen lives on your browser, Playbooks like "Enrich Linkedin links from a Google Sheet" open the Linkedin profiles in the background and scrape their information. This happens from your currently opened Linkedin account, so people can see you've visited their profile.

Playbooks: My shared playbook is not updating, how can I share an updated version?

For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. ‍To do this: ‍1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

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