Auto-send Docusign offer letters from Ashby

By General Input

When recruiting creates an offer in Ashby, prefill and send the right Docusign offer letter, then post a recap in Slack so the team can track signing.

Integrations

  • Ashby
  • Docusign
  • Slack

Type

Agentic Task

Categories

  • HR & People
  • Operations

Build an agent workflow that sends a Docusign offer letter to a candidate the moment an offer is created in Ashby, with no copy paste in between.

Trigger: poll Ashby for the offer_created event.

When a new offer fires, the agent should:

1. Call Ashby Get Offer Info to pull the offer's comp (base salary, bonus if present), equity, title, and start date, plus the application id and candidate id.

2. Call Ashby Get Application Info using the application id to resolve the job (title, level, department, location/country if available) and the hiring manager's name.

3. Call Ashby Get Candidate Info using the candidate id to pull the candidate's legal name and primary email.

4. Call Docusign List Templates and reason over the template names to pick the offer letter template that best matches the role. The match should consider signals in the template name like job level (e.g. IC4, Senior, Staff), department, country/entity, and full-time vs. contract. If two or more templates are plausible matches, do NOT send. Skip to the clarification step.

5. Call Docusign Create Envelope from the chosen template. Set the candidate as the recipient on the candidate role defined by the template, and prefill the standard tabs the agent commonly sees on offer letters: Candidate Name, Title, Base Salary (or Total Cash), Equity, Start Date, Hiring Manager. Send the envelope (do not leave it as a draft).

6. Call Slack Send a Message to the recruiting channel (the user will configure which channel) with: candidate name, role and level, comp summary (base + equity, plus bonus/sign-on if present), start date, hiring manager, and a link to the Docusign envelope so the team can watch for signing.

Guardrails. Before sending, the agent must validate that all of these are populated and look sane: candidate legal name, candidate email, title, base salary, start date, and hiring manager. If any required field is missing, OR if the agent is not confident about the template match, do NOT call Create Envelope. Instead, call Slack Send a Message in the recruiting channel tagging the recruiter on the offer with a short note explaining exactly what is missing or ambiguous (e.g. "Two templates matched: 'US Senior IC Offer' and 'US Staff IC Offer'. Which should I use?"). The agent should never send a partially filled offer letter.

Inputs the user should be asked for during setup: the Slack channel id for offer recaps and clarification questions, and a short description of how their Docusign offer letter templates are named so the agent has a reliable matching rubric (for example: 'templates start with country, then level, then employment type').

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