Quick overview This workflow listens for DocuSign Connect envelope-completed events, looks up the related assessment in Supabase, updates contract and client records, sends a welcome email (optionally drafted with Anthropic), creates an onboarding session and invite, and for non-pilot clients creates a Stripe Checkout payment link and emails it. How it works Receives a POST webhook from DocuSign Connect and continues only when the envelope status indicates the contract is completed. Queries Supabase for the assessment record matching the DocuSign envelope ID and normalizes the returned data to a single assessment object. Updates the assessment in Supabase to mark the contract as completed, upserts a client record in Supabase, and calls an internal webhook to fetch the signed contract. Sends either a pilot welcome email or a standard welcome email via Microsoft Outlook, with the standard email body drafted by Anthropic and optionally logged to a separate cost-tracking workflow. Generates a resume token, creates an onboarding session in Supabase, waits 24 hours, then sends the onboarding questionnaire invite via Microsoft Outlook and emails an internal notification via Gmail.
Tags
GmailWHTTP Request
Microsoft Outlook
SupabaseRelated workflows
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