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Artist onboarding, contract, and document management

Purpose

1.1. Automate the entire workflow for onboarding new artists, generating and managing contracts, verifying and storing compliance documents, and facilitating ongoing communication in an art-themed café setting.
1.2. Ensure automated compliance, accelerate artist onboarding, eliminate manual data entry, and provide secure, centralized document management for retail food & beverage environments focused on art.

Trigger Conditions

2.1. New artist submitted via web form or email.
2.2. Gallery event added or scheduled.
2.3. Contract template update in legal directory.
2.4. Compliance document received or updated.
2.5. Task marked complete in onboarding checklist.

Platform Variants

3.1. DocuSign
• API: eSignature REST API — automate contract generation and e-sign workflows.
3.2. Google Workspace
• API: Drive API, Sheets API — automate file upload, data storage, and share permissions.
3.3. Dropbox Business
• API: /files/upload, /sharing/create_shared_link — automates document storage and retrieval.
3.4. Salesforce
• Feature: Salesforce Flow — automates record updates, notifications, and onboarding journeys.
3.5. Monday.com
• Feature: Automations center — automates task assignments, timeline tracking.
3.6. PandaDoc
• API: Document Creation — automates creation of onboarding and compliance forms.
3.7. Slack
• API: chat.postMessage — automate notifications of completed onboarding steps.
3.8. Twilio
• API: SMS Messaging — automates SMS notifications to artists about status or next steps.
3.9. Zapier
• Feature: Multi-step Zaps — automate cross-platform triggers and actions between apps.
3.10. Airtable
• API: Records API — automates artist information and contract metadata tracking.
3.11. Notion
• API: Database API — automates tracking of onboarding progress and event scheduling.
3.12. Microsoft Power Automate
• Feature: Flow Designer — automates multi-platform data flow between HR/legal and CRM systems.
3.13. Trello
• API: Card Creation — automates task generation per artist onboarding pipeline stage.
3.14. Intercom
• API: Messages API — automates automated chat updates on document status.
3.15. BambooHR
• API: Employee API — automates onboarding artists as external resource records.
3.16. Google Forms
• Feature: Form Submit Trigger — automates ingestion of artist info.
3.17. Jotform
• API: Submission Webhooks — automate trigger for contract workflow upon artist info entry.
3.18. SignNow
• API: Document Group Invite — automates mass contract signing.
3.19. Box
• API: Upload and Collaboration — automates secure document sharing with compliance controls.
3.20. Workato
• Recipes: Workflow Automation Recipes — automates end-to-end onboarding including conditional logic, approvals, and document generation.
3.21. HubSpot
• Feature: Workflow Automation — automate lifecycle emails, reminders, and contact records.
3.22. ClickUp
• API: Task Automation — automates reminders, contract due dates, and status updates.

Benefits

4.1. Automatedly eliminate manual errors, reduce onboarding time, and enforce compliance.
4.2. Automatically centralize all contracts and documents for easy access and auditability.
4.3. Automates reminders and notifications; artists are always on track with onboarding stages.
4.4. Automate document versioning and approvals to maintain up-to-date records.
4.5. Automation unlocks scalable onboarding that grows with artist participation and event scheduling.

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