video1.0<iframe src="https://www.loom.com/embed/654d68913b1a4aa7b5ac770a79255651" frameborder="0" width="1108" height="831" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8311108Loomhttps://www.loom.com8311108https://cdn.loom.com/sessions/thumbnails/654d68913b1a4aa7b5ac770a79255651-9456a26b9881eb21.gif160.619This Loom shows how users can execute a created process in their daily work using DocuSign and ImpactPilot. The presenter demonstrates clicking check-in to view predefined activities, generating and copying an invitation email to share with the customer, and letting ImpactPilot automatically pick up and complete the next step or manually marking it complete to update status immediately. They also describe auto-transitioning examples based on settings, such as a check-in tied to a Zoom call being automatically completed and tracking communicated value from a QBR mention of reduced time-to-resolution. Finally, the video covers using reminders when specific impacts are not yet achieved and updating activities to in progress or completed.