Integration · Docs and data
AI agents for Docusign
Send documents for signature from a Docusign template, check an envelope's status and list recent envelopes, as the person who connects.
- Actions
- 3
- Read
- 2
- Write
- 1
Actions
What your agents can do in Docusign
3 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
Get an envelope's status
Reads one envelope by its ID: status (created, sent, delivered, signed, completed, declined or voided), emailSubject, and when it was sent, delivered, completed or last changed.
List recent envelopes
Lists the account's envelopes whose status changed on or after a date, newest first, optionally only those with some statuses or matching a search text (subject, sender or recipient).
Write 1
Create, change or send.
Send an envelope from a template
Creates an envelope from a saved Docusign template and emails it to one signer for signature.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Docusign and approve access (OAuth).
Settings
- Environment
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Docusign data
Ask a question in plain words. The agent can get an envelope's status or list recent envelopes in Docusign, then answers with what it found.
- 02
Let an agent update Docusign
Have the agent send an envelope from a template in Docusign as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Docusign and Slack: it can get an envelope's status in Docusign and post a summary to a Slack channel in the same run.
Works well with
More Docs and data tools
- Google Sheets3 actionsAdd rows to a Google Sheets spreadsheet, read a range of cells, and write over a range, signed in with the person's own Google account.
- Google Docs3 actionsCreate Google Docs documents, read their text, and add text to the end of them, signed in with the person's own Google account.
- Notion4 actionsAdd pages to Notion databases, append text to pages, query databases and search the pages shared with an internal integration.
- Confluence4 actionsCreate, read and search Confluence Cloud pages on your Atlassian site, signed in with an email address and an API token.
- Airtable4 actionsCreate, update, list and read records in Airtable bases that a personal access token can reach.
- Adobe Acrobat Sign12 actionsSend agreements for e-signature from Acrobat Sign library templates, follow their status, signers and audit events, read form data, send reminders and cancel, as the Acrobat Sign user who connects.
FAQ
Docusign and MyDeepAgents
Can MyDeepAgents connect to Docusign?
Yes. The Docusign connector has 3 actions: 2 read and 1 makes changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Docusign?
Sign in with Docusign and approve access (OAuth). The connection also asks for: Environment. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Docusign without asking?
Only if you let it. Its one action that changes data can be set to wait for a person's approval before it runs.
Can I use Docusign in workflows as well as agents?
Yes. Every Docusign action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Docusign to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.