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Documenso, 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 Documenso 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.

  • Signatures
  • Connects with a key
  • 17 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 Documenso is

Documenso is an open-source electronic signature platform that allows users to create, send, and sign documents digitally.

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

How a run works

One message in, the work done in Documenso.

  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 Documenso. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Documenso 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.

17 tools it already has

What it can do in Documenso

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

  • Create Embedding Presign Token V2 BetaTool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
  • Delete Document FieldsTool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
  • Delete TemplateTool to delete a template by ID.
  • Distribute Document V2Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
  • Download Signed DocumentTool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
  • Duplicate Document V2Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
  • Find Documents V2Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
  • Get TemplateTool to fetch a template by ID.
  • List TemplatesTool to list templates. Use when fetching available templates with optional pagination.
  • Move Document V2Tool to move a document to a team. Use when transferring documents between personal and team accounts.
  • Redistribute Document V2Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients o
  • Remove Team Member V1Tool to remove a member from a team.
  • Resend Document For Signing V1Tool to re-send a document for signing via POST /api/v1/documents/{id}/resend.
  • Update Document FieldsTool to update one or more fields on a document. Use when you need to adjust properties of existing fields post-creation.
  • Update Document RecipientTool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
  • Update Document V2Tool to update document properties. Use after confirming the document ID is valid.
  • Use Template (v2-beta)Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Access, and who is in charge of it

You stay the boss of your Documenso 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 Documenso 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 Documenso 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 Documenso 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.

See every app

Questions people ask about Documenso

Can an AI employee really work inside Documenso?
Yes. It signs in to your own Documenso 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 Documenso?
No. Nothing moves and nothing is replaced. Your records stay in Documenso, 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 Documenso account?
You paste in a key from your own Documenso account. It is kept encrypted, and you can withdraw it from inside Documenso 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 Documenso?
It has 17 ready-made tools in Documenso today, among them Create Embedding Presign Token V2 Beta, Delete Document Fields and Delete Template. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Documenso 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 Documenso 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 Documenso?
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 Documenso is written down with what it did and when.