TL;DR: This webinar shows how Power Automate and BoldSign automate document workflows by sending documents for signature, tracking status updates, notifying teams, and storing completed documents automatically, reducing manual effort and improving efficiency.
In this session, Gayathri, Software Developer at BoldSign, showcased how organizations can automatically send documents for signature, track status updates, notify teams, and store completed documents in SharePoint without manual intervention. By connecting SharePoint, Power Automate, Microsoft Teams, and BoldSign, businesses can reduce repetitive tasks, improve visibility, and accelerate document completion.
If you missed the live session or would like to watch it again, the recording is embedded on this page and is also available on our YouTube channel.
Webinar recap
The webinar opened by exploring a common challenge many organizations face when managing document workflows that require reviews, approvals, and signatures. Traditional processes often involve manual tasks such as sending documents, tracking progress, updating records, and storing completed files, which can slow down business operations.
Gayathri then introduced how Power Automate and BoldSign work together to create an automated workflow. Power Automate connects systems and triggers actions, while BoldSign manages the eSignature process. Together, they automate the document lifecycle and reduce manual intervention.
The session then moved into a live demonstration using a client contract workflow. The demo showed how adding a new item to a SharePoint list automatically triggered a Power Automate flow that sent a document for signature through BoldSign. Team members received notifications in Microsoft Teams, while the signer received the document via email.
Next, the webinar demonstrated the signing experience from the signer’s perspective. After receiving the document by email, the signer opened the signing link and completed the signing process through BoldSign. Once the document was signed, the workflow automatically updated the status in SharePoint, notified the team, and stored the signed document in SharePoint.
The session also included a walkthrough of the workflow configuration in Power Automate, covering SharePoint triggers, BoldSign templates, document status updates, and Teams notifications.
Finally, the webinar explored webhook-driven automation, showing how the document completed event can automatically update records, save signed documents to SharePoint, and notify stakeholders in real time. The session also covered best practices for building reliable and scalable workflows with Power Automate and BoldSign. The session concluded by highlighting the key benefits organizations can achieve by combining Power Automate and BoldSign for document automation.
Watch the webinar
Timestamps
[00:00] Welcome and session introduction
[01:04] Session agenda and workflow overview
[01:56] Understanding the end-to-end document workflow
[03:14] Poll: Biggest workflow challenge today
[04:04] Live demo introduction
[04:50] Creating a SharePoint contract request
[05:38] Automatic workflow trigger and notifications
[06:23] Reviewing and signing the document
[06:53] Document completion and SharePoint updates
[07:46] End-to-end workflow recap
[08:03] Building the workflow in Power Automate
[08:37] Creating the SharePoint trigger
[09:45] Configuring BoldSign templates
[11:28] Sending documents automatically from Power Automate
[12:16] Updating SharePoint with document status
[13:19] Sending Microsoft Teams notifications
[15:09] Handling completed documents with webhooks
[16:30] Updating SharePoint after document completion
[17:44] Sending completion notifications to Microsoft Teams
[19:13] Downloading signed documents automatically
[20:36] Best practices for production workflows
[22:30] Poll: Biggest benefit of workflow automation
[23:20] Benefits of combining Power Automate and BoldSign
[24:10] Additional workflow use cases
[24:43] Resources and staying connected
[25:05] Final takeaways
Key takeaways
- Automate the entire document lifecycle from request creation to signed document storage
- Eliminate manual follow-ups by triggering eSignature workflows automatically
- Use reusable templates to send documents faster and with consistency
- Gain real-time visibility into document status without chasing updates
- Keep teams aligned with instant notifications in Microsoft Teams
- Automatically store signed documents in SharePoint without manual effort
- Use webhook-driven events to trigger follow-up actions and keep workflows moving
Final thoughts
With Power Automate and BoldSign, document workflows no longer need to rely on manual coordination between people and systems. Organizations can automate document sending, status tracking, team notifications, and signed document storage through a connected workflow that runs automatically from start to finish.
From reducing administrative effort to improving visibility and accelerating turnaround times, every part of the solution is designed to help teams work more efficiently. Whether you’re managing contracts, onboarding documents, approvals, or agreements, automating document workflows with Power Automate and BoldSign helps streamline processes and keep business moving forward.
Refer to the KB article to explore workflow examples and learn how to automate document processes with Power Automate and BoldSign.
Ready to experience BoldSign for yourself?
- Start with a free sandbox account and explore how BoldSign and Power Automate work together.
- Connect SharePoint, Microsoft Teams, and BoldSign to create end-to-end signing processes.
- Explore workflow automation scenarios for contracts, onboarding, approvals, and other document-driven processes.
Experience how Power Automate and BoldSign can help simplify document workflows, reduce manual work, and improve productivity across your organization.
