← ClaudeAtlas

formify-track-signatureslisted

Track who has signed, remind them, get notified automatically when they do, fix a wrong recipient, or cancel a send. Use after a document went out for signature, when contact details were wrong, or when the signed copy is needed. Triggers on "who has signed", "send a reminder", "notify me when signed", "wrong email address", "cancel the signing", "download the signed copy", "vem har signerat", "påminnelse", "återkalla", "quién ha firmado". Not for sending: see formify-send-contract.
formify-e-sign/formify-skills · ★ 4 · AI & Automation · score 80
Install: claude install-skill formify-e-sign/formify-skills
# After the document was sent ## Purpose Everything that happens between sending a document and having it signed: finding it, seeing who is still outstanding, reminding only them, repairing a wrong email address, handing someone a link in person, correcting a value before anyone signs, cancelling, and retrieving the finished file. This is the half of the job most agents never learn. Sending is one moment; waiting is the following week. ## When this applies - "Has anyone signed this yet?" - "Remind the ones who haven't." - "I typed his email wrong." - "The client is in front of me — can I just give them the link?" - "The amount is wrong and nobody has signed yet." - "The deal is off, cancel it." - "Send me the signed copy." - "Just tell me when it's signed — I don't want to keep checking." ## When it does not - **Sending a document in the first place** → `formify-send-contract`. - **Building or editing the PDF** → `formify-pdf-forms`. ## Preconditions A Formify account, connected. Every action here needs one. **Always read current state before acting.** Call `get_document` before any reminder, repair, cancellation or deletion. Never act on a status remembered from earlier in the conversation — someone may have signed in the meantime, and several of these operations are irreversible. If the user does not know which document they mean, list recent documents and let them pick by name. Never show internal IDs; those are for tool calls. ## Procedure ### 1. Read the doc