video1.0<iframe src="https://www.loom.com/embed/17c52ee7ac1f43fdaf4745e541d8183f" frameborder="0" width="1900" height="1425" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14251900Loomhttps://www.loom.com14251900https://cdn.loom.com/sessions/thumbnails/17c52ee7ac1f43fdaf4745e541d8183f-05560f4ed3b09d20-full.jpg295.75In this video, I walk you through how to set up an automated email that triggers when a contact signs a document. You'll learn how to create a workflow that sends a welcome or thank you email, including how to personalize it with the contact's name. I also highlight the importance of including next steps for your clients, like filling out an intake form. Please make sure to follow along and set this up for your own processes!