Automated Document Approval Workflow

Overview

This project was developed for a client who needed a faster, more reliable way to manage document approvals. Their existing process required manually sending PDFs for signatures and tracking completion through email — a slow and error-prone workflow.

Using Microsoft Power Automate and Adobe Sign, I built a connected system that automatically sends documents for signature, tracks progress, and stores the signed files in SharePoint and OneDrive — all without manual intervention.

The Build Process

The automation was designed as a two-flow system, with a third “status tracker” currently planned for expansion. Each flow handled a specific part of the approval cycle:

• Flow 1 – Send Agreement: Triggered by SharePoint, retrieves document attachments and uses Adobe Sign to send them for signature.
• Flow 2 – Post-Signature Handling: Monitors when the document is fully signed, downloads the final version, and updates the SharePoint record.
• Flow 3 (Upcoming) – Agreement Status Tracker: Will automatically check which signers are still pending and log their progress inside SharePoint.

Results

The completed automation eliminated the need for manual document tracking, reduced approval turnaround time by over 60%, and created a fully auditable record of all signature activity inside SharePoint.

The workflow now runs seamlessly in the background, sending, tracking, and storing documents automatically — freeing up hours of admin time each week.

Workflow Visuals