Documents

Docnify, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Docnify account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Documents
  • Connects with a key
  • 13 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Docnify is

Docnify is a digital signing platform that simplifies the document signing process, offering integrations with tools like Figma, Jira, Trello, and Google Docs to create a unified workspace.

You paste in a key from your own Docnify account. It is kept encrypted, and you can withdraw it from inside Docnify whenever you like.

How a run works

One message in, the work done in Docnify.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Docnify. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Docnify account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

13 tools it already has

What it can do in Docnify

These are the ready-made tools your AI employee already has in Docnify. It is not limited to them, but it never has to be taught these.

  • Add Document RecipientTool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
  • Create Document FieldsTool to create one or more fields on a document. Use after fetching a document to add fields before sending.
  • Delete DocumentTool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
  • Delete Document FieldTool to delete a field from a document. Use when you need to remove a specific field from an existing document.
  • Delete document recipientTool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
  • Get DocumentTool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
  • Get TemplateTool to fetch a specific template by its ID. Use to view a template's details and metadata.
  • List DocumentsTool to list documents in the Docnify account.
  • List TemplatesTool to list templates in the Docnify account.
  • Resend DocumentTool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
  • Send DocumentTool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
  • Update Document FieldsTool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
  • Update Document RecipientTool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
Access, and who is in charge of it

You stay the boss of your Docnify account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Docnify account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Docnify is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Docnify and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

Questions people ask about Docnify

Can an AI employee really work inside Docnify?
Yes. It signs in to your own Docnify account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Docnify?
No. Nothing moves and nothing is replaced. Your records stay in Docnify, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Docnify account?
You paste in a key from your own Docnify account. It is kept encrypted, and you can withdraw it from inside Docnify whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Docnify?
It has 13 ready-made tools in Docnify today, among them Add Document Recipient, Create Document Fields and Delete Document. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Docnify and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Docnify and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Docnify?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Docnify is written down with what it did and when.