Process Transformation

See how NDA Autopilot eliminates manual work and transforms your workflow into a seamless, automated experience.

Current State

The Manual Grind

Every signed NDA triggers a cascade of manual tasks

!
📧
Email Arrives
Signed NDA notification
Interrupt
!
📄
Download PDF
Find & save document
2-3 min
!
👁️
Read & Extract
Copy data from PDF
3-5 min
!
🔍
Check Salesforce
Search for duplicates
2-4 min
!
✏️
Create/Update
Enter data manually
5-8 min
!
📁
File in Drive
Navigate folders, upload
3-5 min
15-25
Minutes per NDA
6+
Context Switches
100%
Manual Entry
High
Error Risk
⚡
Future State

NDA Autopilot

One trigger. Everything handled automatically.

📧 DocuSign
📁 Drive
🔔 Alerts
⏰ Reminders
☁️ Salesforce
🏢 Crexi
📊 Analytics
📝 Logs
🦄
Autopilot
📧
DocuSign Trigger
Webhook fires instantly when NDA is signed
Instant
🧠
Smart Processing
Extract data, determine property, route to folder
~2 sec
✅
Auto-Complete
File saved to Drive, reminders set, team notified
Done
<5
Seconds Total
0
Manual Steps
100%
Automated
Zero
Data Entry Errors

Before & After

The transformation at a glance

😓
Manual Process
The old way of doing things
  • ✕
    15-25 minutes per NDA Constant context switching interrupts focus
  • ✕
    Manual duplicate checking Search Salesforce before every entry
  • ✕
    Copy-paste data entry Typos, missed fields, inconsistent formatting
  • ✕
    Folder navigation maze Find the right Drive folder every time
  • ✕
    No follow-up tracking Unsigned NDAs slip through the cracks
→
🚀
Automated Process
The NDA Autopilot way
  • ✓
    Under 5 seconds total Zero interruption to your workflow
  • ✓
    Perfect data extraction Every field mapped correctly, every time
  • ✓
    Intelligent file routing Automatically saved to the right Drive folder
  • ✓
    Built-in follow-up reminders Never lose track of pending NDAs
  • ✓
    Salesforce sync ready* Phase 2 adds Contact/Account automation

Implementation Roadmap

Your path to automation excellence

1
Phase 1: DocuSign → Drive
Core NDA automation - document capture and filing
DocuSign webhook integration
Google Drive auto-filing
Smart folder routing
Follow-up reminders
$6,000 (2-4 weeks)
2
Phase 2: Salesforce Sync
CRM integration with Contact/Account automation
Salesforce Contact sync
Duplicate detection
Property/Project linking
Advanced dashboard
$5,000 (+3-5 weeks)
3
Phase 3: Crexi → DocuSign
Full pipeline - auto-send NDA when leads arrive
Crexi API integration
Auto-send NDA on new lead
Lead status tracking
End-to-end automation
$4,000 (+3-5 weeks)
*Best-effort integration - Crexi API is in beta

All 3 Phases • 8-12 weeks

$15,000

Friends & Family Rate (~35% off $23,000)

Operational time recovery + error elimination + scalability

Ready to Transform Your Workflow?

Let's make manual data entry a thing of the past.

View Full Proposal →