NDA Autopilot

Eliminate manual data entry. Never miss a follow-up. Get your time back.

DocuSign Integration Google Drive Filing Smart Folder Routing Automated Follow-ups
✨ See the Visual Process Transformation

! The Problem & Solution

What's Eating Your Time

  • Manual document handling - downloading, renaming, filing PDFs
  • Duplicate hunting - searching before every new contact
  • Document filing - downloading, renaming, navigating folders
  • Follow-up tracking - remembering who hasn't signed
  • Staffing frustration - can't find reliable help for admin work

How We Fix It

  • Auto-capture - signed NDAs detected and processed instantly
  • Smart routing - files organized by property/project automatically
  • Instant filing - PDFs routed to correct Drive folder automatically
  • Proactive reminders - alerts when NDAs aren't signed
  • Exception handling - edge cases go to review queue, not lost

▶ Current vs. Future State

Current Process Manual & Time-Consuming

Lead arrives from Crexi
Manual check
→
Send NDA via DocuSign
Manual send
→
Wait for signature
No tracking
→
Check email for signed PDF
Manual
→
Search Salesforce for dupes
Manual search
→
Create/update Contact
Manual entry
→
Download & file PDF
Manual filing

Future Process Automated

Lead arrives from Crexi
Phase 3
→
Auto-send NDA
Phase 3
→
Auto-track & remind
Phase 1
→
Webhook captures signed NDA
Phase 1
→
Auto-file to Drive
Phase 1
→
Salesforce Contact sync
Phase 2
Phase 1 - DocuSign → Drive
Phase 2 - Salesforce Sync
Phase 3 - Crexi Integration

✦ How It Works

1

NDA Signed

DocuSign envelope completed

→
2

Auto-Captured

Webhook detects completion

→
3

Smart Routing

Identifies property/project

→
4

PDF Filed

Saved to correct Drive folder

→
5

You're Notified

Email confirms completion

Result: What took 15-20 minutes per NDA now takes zero. You just see it done.

$ Return on Investment

Hours Saved Weekly
4.3
Monthly Savings
$460
Annual Savings
$5,520
Payback Period
11
months

★ Investment

Full Automation (All 3 Phases)

$23,000

Tom & Melissa Friends & Family Rate

$15,000

~35% off because of our relationship with Tom

Operational time recovery + error elimination + scalability

Phase 1: DocuSign → Drive

$6,000 $9,000
2-4 weeks
  • Discovery & workflow mapping
  • DocuSign webhook integration
  • PDF data extraction
  • Google Drive auto-filing
  • Smart folder routing by property
  • Follow-up reminders (3-day, 5-day)
  • Exception handling queue
  • Email notifications

Phase 2: Salesforce Sync

$5,000 $8,000
+3-5 weeks
  • Salesforce Connected App setup
  • Contact/Account creation
  • Duplicate detection by email
  • Property/Project linking
  • Enhanced dashboard
  • Monitoring & alerts

Phase 3: Crexi → DocuSign

$4,000 $6,000
+3-5 weeks
  • Crexi API/webhook integration
  • Auto-send NDA on new lead
  • Lead status tracking
  • Full pipeline automation
  • End-to-end workflow
  • Performance analytics

*Best-effort integration - Crexi API is in beta. Includes fallback options if API access is limited.

Ongoing Support

Keep your automation running smoothly.

Monthly Support

Bug fixes, monitoring, small improvements, priority response

$1,200/mo $750/mo

Simple Payment Terms

50% upfront ($3,000) to get started, 50% ($3,000) on completion. No complicated milestones.

→ Timeline

From kickoff to working automation in 2-4 weeks. Full pipeline in 8-12 weeks.

Week 1

Discovery

Requirements, field mapping, access verification

Week 2

Core Build

DocuSign webhook + Drive integration

Week 3

Full Workflow

Routing, follow-ups, notifications

Week 4

Go Live

Testing, refinement, deploy

We want a $100/hour assistant... it'll save so much time and effort. — Tom Kim, January 2026

✓ What We Need From You

To Get Started

  • Sample NDAs - 2-3 signed NDA PDFs for field mapping
  • DocuSign confirmation - Plan level verification
  • Drive structure - Folder naming rules
  • Drive access - Shared folder permissions

During the Project

  • Feedback turnaround - 2-3 business days on reviews
  • Weekly check-ins - 30-minute progress calls
  • Access credentials - Secure sharing as needed
  • Test scenarios - Real examples for validation

? Common Questions

Why start with DocuSign → Drive instead of Crexi?
DocuSign and Google Drive both have mature, reliable APIs we can build on immediately. Crexi's API is still in beta, which adds risk. By starting with Phase 1, you get value fast with proven technology. We tackle Crexi in Phase 3 once the foundation is solid.
What about Salesforce integration?
Salesforce is Phase 2. It requires admin access (Rachel's account reactivation) which takes time. Starting with Phase 1 gives you immediate value while that gets sorted. Once access is confirmed, we add Contact/Account sync.
What happens with NDAs that have missing or unusual data?
They go to an exception queue for your review. Nothing fails silently - you'll see exactly what needs attention and can handle it manually. Over time, we can add rules to handle more edge cases.
Do we have to do all 3 phases?
No! Each phase is standalone. Phase 1 alone ($6,000) delivers real value. Many clients start with Phase 1 and add phases later as they see the ROI. You can stop at any phase or continue to full automation.
How does payment work?
Simple 50/50 split per phase: 50% upfront to get started, 50% on completion. For Phase 1, that's $3,000 up front and $3,000 on go-live.

Ready to Get Your Time Back?

Let's schedule a 30-minute call to confirm the details and get started. We'll review the workflow, answer questions, and lock the scope.

Schedule a Call Download PDF