Offer signature packet

HR / AUTOMATE.md

When an offer is marked approved, send the offer letter, confidentiality agreement, and comp summary as one signature packet and record the return date.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • One signature round
  • Signed packet on file

How it runs

  1. 1. Starts

    When an offer is marked Approved

  2. 2. Reads

    marked approved

  3. 3. Delivers to

    Documents

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why recruiters and HR teams set this up

Offers get approved in side conversations and emailed as attachments, so nobody can tell later who agreed to what. Off-band compensation slips through, two people end up with different terms for the same job, and finance finds out at payroll cut-off.

See the whole job: Offer approval and terms

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It reads and ranks. People decide about people.

  • It never rejects anyone

    It ranks and summarizes against your written criteria, with a reason for each. Every decision stays with you.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Candidate data stays contained

    Each automation reaches only the inbox and folders you connect for it.

Offer signature packet

Approve before it saves the document?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your applicant tracking system's automations

Moving candidates between stages and sending template emails.

They can't read a CV against your real criteria or explain why someone made the shortlist.

Flowchart automation tools

Copying records between HR apps.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Summarizing a CV when you paste it in.

Applications keep arriving while nobody is asking, and the criteria live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Offer approval thread

When an offer is drafted, collect manager, finance, and HR approval in one thread with the comp band attached, and post the decision once all three reply.

When an offer is drafted

Related workflows

Scorecard consensus

Collects structured interviewer feedback in one place and surfaces disagreements before the hiring decision.

3 automations

Background check and right to work

Orders background checks on accepted offers and collects right-to-work documents before the start date arrives.

3 automations

Day-one provisioning

Turns a confirmed start date into accounts, equipment, payroll, and benefits that are ready before the first morning.

3 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon