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DocuSign, 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 DocuSign 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
  • Signs in to your account
  • 100 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 DocuSign is

DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically

You sign in with your own DocuSign account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in DocuSign.

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

  3. 03

    It does the work

    Signed in to your own DocuSign 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.

100 tools it already has

What it can do in DocuSign

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

  • Add contacts to contacts listAdds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone
  • Add envelope attachmentsAdds one or more envelope attachments to a draft or in-process envelope in docusign. this endpoint allows developers to include additional files with an envelope that are not conve
  • Add existing brand to groupThis endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for differe
  • Add members to signing groupThis endpoint adds one or more new members to a specified signing group within a docusign account. signing groups allow multiple users to act as potential signers for a document, w
  • Add new users to a specified accountThis endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with cust
  • Add or update user custom settingsAdds or updates custom user settings for a specified docusign user. this endpoint allows for flexible storage and retrieval of user-specific information that can be used in your ow
  • Add part to chunked uploadAdds a chunk or part to an existing chunked upload in docusign. this endpoint is used for uploading large files in smaller pieces, allowing for documents that exceed standard file
  • Add step to envelope workflowThis endpoint adds a new step to an existing envelope's workflow in docusign. it allows for the configuration of complex workflow rules, including delayed routing, conditional reci
  • Add templates to document in envelopeThis endpoint adds pre-configured templates to a specific document within an existing envelope in docusign. it allows you to apply standardized content, such as tabs and anchor tex
  • Add templates to envelopeThis endpoint adds templates to an existing docusign envelope. it's used to apply pre-defined document templates, including content and settings, to standardize workflows. the oper
  • Add user signature and initials imagesThis endpoint allows you to add or update a user's signature and/or initials images in the docusign system. it supports both creating default signatures based on the user's name an
  • Add users to existing groupAdds one or more existing docusign users to an existing group within a specified account. this endpoint is used to manage group memberships by adding users to a predefined group. i
  • AddemailoverridestoenvelopeAdds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archivi
  • AddfiletoworkspaceThis endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document managem
  • AddorupdateaccountstampsThis endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image
  • AddorupdateusersignatureThis endpoint allows you to add or update a user's signature in docusign. it provides comprehensive management of signature properties, including the signature image, font, initial
  • ApplyactiontobulksendenvelopesThis endpoint allows users to apply specific actions (resend, correct, or void) to all envelopes within a specified docusign bulk send batch. it's designed for managing large-scale
  • ChangeusersinaccountThis endpoint allows you to update information for one or more users within a docusign account. it is used to modify various user attributes such as personal information, settings,
  • CloseusersinaccountCloses one or more users in a docusign account, preventing them from accessing account features without permanently deleting them. this endpoint is useful for temporarily disabling
  • Commit chunked upload for envelopesThis endpoint commits a chunked upload in docusign, finalizing the upload process and preparing the uploaded content for use in other api calls. it should be used after all parts o
  • Configure cloud storage redirect urlThis endpoint configures the redirect url information for one or more cloud storage providers associated with a specific user in docusign. it allows setting up the authentication f
  • Create a collaborative workspaceThis endpoint creates a new collaborative workspace in docusign, providing a shared area for document management and workflow collaboration. it should be used when setting up a new
  • Create account custom fieldCreates a new custom field at the account level in docusign, making it available for all new envelopes associated with the account. this endpoint enables account administrators to
  • Create brand profiles for accountThis endpoint creates brand profile files for a docusign account, customizing visual and textual elements. it allows setting company name, languages, colors, and landing pages. use
  • Create bulk send requestThis endpoint initiates a bulk send process for docusign, allowing users to send a single envelope or template to multiple recipients efficiently. it uses an existing bulk send lis
  • Create bulk send test requestThis endpoint creates a bulk send test request to validate the compatibility between a bulk send list and an envelope or template for docusign's bulk sending feature. it performs c
  • Create connect configuration for accountThis endpoint creates a custom connect configuration for a specified docusign account, enabling webhook notifications for envelope and recipient events. it allows users to set up r
  • Create custom document fields in envelopeCreates custom document fields in an existing envelope document within docusign. this endpoint allows you to add metadata to specific documents in an envelope, which can be used fo
  • Create custom fields for envelopeThis endpoint allows you to create or update custom fields for a specific docusign envelope. it is used to add or modify additional metadata to envelopes, which can be utilized for
  • Create custom fields in template documentCreates custom document fields in an existing template document within docusign. this endpoint allows users to add metadata to specific documents in a template, enhancing document
  • Create Envelope From TemplateCreates and sends an envelope using a template. allows multiple recipients with different roles and routing orders.
  • Create sender view url for envelopeCreates a url for the sender view of a docusign envelope, enabling the embedding of docusign ui within an external application. this endpoint is crucial for integrating envelope se
  • Create signing groupCreates one or more signing groups in a docusign account. this endpoint allows account administrators to set up predefined groups of recipients for document signing. multiple signi
  • Create template recipient preview urlThis endpoint generates a url that allows senders to preview the experience of a specific recipient for a docusign template. it's useful for checking how the template will appear t
  • Create template workflow stepThis endpoint adds a new workflow step to an existing docusign template. it allows users to define complex routing and conditional recipient rules within the template's workflow. t
  • CreatebccemailarchiveconfigurationCreates a bcc email archive configuration for a docusign account, enabling automatic archiving of docusign-generated emails. this endpoint allows you to set up a bcc email address
  • CreatecustomtabwithpropertiesCreates a custom tab with pre-defined properties for use in docusign envelopes. this endpoint allows users to define reusable tab types with specific configurations such as font st
  • CreatedocumentresponsivehtmlpreviewCreates a preview of the responsive html version of a specific document within a docusign envelope. this endpoint allows users to visualize how a pdf document will appear as respon
  • CreategroupsforaccountCreates one or more groups for a specified docusign account. this endpoint is used for managing user access and permissions by organizing users into groups. groups can be associate
  • CreateidproofresourcetokenforrecipientCreates a resource token that allows a sender to retrieve identification data for a specific recipient using docusign's id evidence api. this endpoint is part of the envelope recip
  • CreatenewaccountpermissionprofileThis endpoint creates a new permission profile for a docusign account, defining specific sets of permissions for user groups. it allows administrators to establish role-based acces
  • CreatenotaryjurisdictionobjectCreates a new notary jurisdiction object in the docusign system. this endpoint is used to register or update information about a notary's commission, including their jurisdiction,
  • CreateorupdateuserauthorizationsCreates or updates multiple user authorizations in docusign, allowing an agent user to perform specific actions on behalf of a principal user. this endpoint enables bulk management
  • CreatepreviewofresponsivehtmlCreates a preview of the responsive html version of a specific template document in docusign. this endpoint allows users to visualize how a pdf document will be converted to respon
  • CreatepreviewofresponsivehtmlinenvelopeCreates a preview of the responsive html versions of all documents in an envelope, allowing users to review how pdf documents will appear as responsive html across different device
  • CreaterecipientmanualreviewlinkCreates a url for manually reviewing a recipient's identity in docusign. this endpoint is used when automatic identity verification has failed and manual review is required. it ret
  • CreaterecipientpreviewforenvelopeCreates a url for previewing the recipient's view of a draft envelope or template. this endpoint allows senders to simulate the recipient's experience by generating an embeddable p
  • CreaterecipientviewurlCreates a url for embedding the docusign recipient view ui within an application, allowing users to sign documents directly in the app. this endpoint is specifically used for envel
  • CreatetemplatedocumentcustomfieldsThis endpoint creates custom document fields in an existing docusign template. it allows users to add both list-type and text-type custom fields to enhance template functionality a
  • CreatetemplateresponsivehtmlpreviewCreates a preview of the responsive html versions of all documents associated with a docusign template. this endpoint enables users to generate and customize the html preview of pd
  • CreateurlfortemplateeditviewCreates a url for embedding the docusign template edit view within an application. this endpoint enables developers to integrate docusign's template creation and editing functional
  • CreateuserauthorizationforagentuserCreates a user authorization in docusign, enabling an agent user to perform specific actions on behalf of a principal user within the same account. this endpoint is essential for s
  • Delete account brandThis endpoint deletes a specific brand from a docusign account. it should be used when you need to permanently remove a brand configuration from an account, such as when a brand is
  • Delete account custom fieldDeletes an existing account custom field from a docusign account. this endpoint should be used when you need to remove a custom field that is no longer required or relevant for you
  • Delete account permission profileThis endpoint deletes a specific permission profile from a docusign account. it is used to remove outdated or unnecessary permission profiles, helping to streamline account managem
  • Delete account stampDeletes a specific account stamp (signature) from a docusign account. this endpoint should be used when you need to permanently remove a stamp from an account, such as when it's no
  • Delete bcc email archive configurationThis endpoint deletes a bcc (blind carbon copy) email archive configuration from a specified docusign account. when invoked, it changes the status of the targeted configuration to
  • Delete brand profilesThis endpoint allows you to delete one or more brand profiles from a docusign account. it is used to remove custom branding configurations that are no longer needed. the method req
  • Delete chunked uploadDeletes a chunked upload that has been committed but not yet consumed in the docusign system. this endpoint is useful for managing large file uploads and maintaining quota efficien
  • Delete connect configurationDeletes a specified docusign connect configuration from the given account. this endpoint should be used when you need to remove an existing connect integration setup. it requires a
  • Delete connect failure log entryDeletes one or all connect failure log entries for a specified docusign account. this endpoint is used for maintenance and cleanup of connect integration logs, allowing account adm
  • Delete connect oauth configurationDeletes the connect oauth configuration for a specified docusign account. this endpoint is used to remove the oauth settings that allow docusign connect to securely integrate with
  • Delete contact from accountDeletes a specific contact from a docusign account. this endpoint should be used when you need to remove a contact's information from an account's address book. it requires both th
  • Delete custom document fieldsDeletes custom document fields from an existing envelope document in docusign. this endpoint allows you to remove specific metadata or custom data strings associated with a documen
  • Delete custom fields in templateThis endpoint deletes specified custom fields from a docusign template. it allows users to remove both list and text custom fields that are no longer needed or relevant for the tem
  • Delete custom tab informationDeletes a specified custom tab from a docusign account. this endpoint should be used when you need to remove a custom tab that is no longer needed or is obsolete. it permanently re
  • Delete custom user settingsDeletes specified custom user settings for a single docusign user. this endpoint allows for the removal of both grouped and ungrouped custom settings, providing flexibility in mana
  • Delete delayed routing rules for templateDeletes the delayed routing rules for a specific template workflow step in docusign. this endpoint should be used when you need to remove timing or conditional routing logic from a
  • Delete draft envelope attachmentsDeletes one or more envelope attachments from a draft envelope in docusign. this endpoint allows users to remove attachments that are no longer needed or were added in error before
  • Delete envelope scheduled sending rulesDeletes the scheduled sending rules for a specific envelope's workflow in docusign. this endpoint should be used when you need to cancel or remove previously set rules for schedule
  • Delete envelope transfer ruleDeletes a specific envelope transfer rule from a docusign account. this endpoint allows account administrators to remove previously created rules that automatically transfer owners
  • Delete envelope workflow definitionThis endpoint deletes the workflow definition for a specified envelope in docusign. it's used to remove any scheduled or automated processes associated with the envelope, such as d
  • Delete envelope workflow stepDeletes a specific workflow step from an envelope in docusign. this endpoint allows you to remove a single step from an envelope's workflow definition, potentially altering the env
  • Delete existing workspace logicallyLogically deletes an existing workspace in docusign. this endpoint should be used when you need to remove a workspace from active use without permanently erasing its data. the dele
  • Delete members from signing groupRemoves one or more members from a specified docusign signing group. this endpoint allows you to manage the composition of your signing groups by deleting users who no longer need
  • Delete notary jurisdictionDeletes a specified notary jurisdiction from the docusign system. this endpoint should be used when you need to remove a notary jurisdiction from your docusign account, typically w
  • Delete one or more signing groupsDeletes one or more signing groups from a specified docusign account. this endpoint allows for bulk deletion of signing groups, which are collections of users authorized to sign do
  • Delete page from document in envelopeDeletes a specific page from a document within an envelope in docusign. this endpoint allows you to remove a single page from a document based on its page number. it's useful for m
  • Delete page from template documentDeletes a specific page from a document within a docusign template. this endpoint allows you to remove a single page from a template document, which can be useful for updating or r
  • Delete powerform by idThis endpoint deletes a specific powerform identified by its unique id within a docusign account. powerforms are pre-configured document templates that can be accessed via a custom
  • Delete request log filesDeletes all request log files associated with the docusign api. this endpoint is part of the diagnostics service and is used for maintenance and troubleshooting purposes. it should
  • Delete scheduled sending rulesDeletes all scheduled sending rules associated with a specific docusign template's workflow. this endpoint should be used when you need to remove automated sending schedules for a
  • Delete signature for captive recipientsThis endpoint deletes the signature for one or more captive (embedded) recipient records in docusign. it is primarily designed for testing purposes, allowing developers to reset th
  • Delete specific connect log entryDeletes a specified entry or all entries from the docusign connect log for a given account. this endpoint is crucial for managing and cleaning up connect logs, which contain record
  • Delete specified accountDeletes (closes) a specified docusign account. this operation permanently closes the account and can only be performed by an account admin. once an account is closed, it cannot be
  • Delete stamp image for accountThis endpoint deletes a specific stamp image associated with an account signature in docusign. it is used to remove the visual representation of a stamp from a user's account, whic
  • Delete template lockDeletes the lock from a specified template in docusign. this endpoint allows users to remove a lock they previously placed on a template, with the option to save or discard changes
  • Delete template workflow stepDeletes a specific workflow step from a template's workflow definition in docusign. this endpoint allows users to customize and refine their document workflows by removing individu
  • DeletebrandfromgroupThis endpoint allows users to delete one or more brands from a specified group within a docusign account. it is used to manage brand associations with groups, enabling customizatio
  • DeletebrandlogobytypeThis endpoint deletes a specific logo from an account brand in docusign. it allows users to remove primary, secondary, or email logos associated with their brand, helping maintain
  • DeleteconnectlogentriesDeletes a specified list of connect log entries for a docusign account. this endpoint is designed for account administrators to manage and clean up connect event logs. it should be
  • DeletecustomdocumentfieldsfromtemplateDeletes specified custom document fields from an existing template document in docusign. this endpoint is useful for maintaining and updating templates by removing unnecessary or o
  • DeletedelayedroutingruleforenvelopestepThis endpoint deletes the delayed routing object for a specific envelope's workflow step in docusign. it allows users to remove scheduled delays in the routing process of an envelo
  • DeleteenoteconfigurationDeletes an existing enote configuration associated with a specific docusign account. this endpoint is part of the enoteconfigurations api and is currently in beta status. it should
  • DeleteenvelopecustomfieldsThis endpoint deletes envelope custom fields for draft and in-process envelopes in docusign. it allows users to remove both list custom fields (predefined options) and text custom
  • DeleteenvelopeemailsettingsDeletes all existing email override settings for a specific envelope in docusign. this endpoint reverts the envelope's email configuration back to the account's default settings, a
  • DeleteenvelopelockThe deleteenvelopelock endpoint removes the lock from a specified envelope in docusign, allowing it to be modified again. this operation is crucial for managing document workflows
  • DeletemultiplecontactsfromaccountDeletes multiple contacts associated with a specific docusign account. this endpoint allows for bulk removal of contacts from an account's address book, streamlining contact manage
  • DeletetemplatefromenvelopedocumentThis endpoint deletes a specified template from a document within an existing envelope in docusign. it allows users to remove a template that has been previously applied to a docum
  • DeleteuserauthforcloudstorageprovidersThis endpoint deletes the user authentication information for one or more cloud storage providers associated with a specific docusign user account. it's used to revoke access to co
Access, and who is in charge of it

You stay the boss of your DocuSign 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 DocuSign 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 DocuSign 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 DocuSign 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 DocuSign

Can an AI employee really work inside DocuSign?
Yes. It signs in to your own DocuSign 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 DocuSign?
No. Nothing moves and nothing is replaced. Your records stay in DocuSign, 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 DocuSign account?
You sign in with your own DocuSign account, the same way you already do. We never see or hold your password. 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 DocuSign?
It has 100 ready-made tools in DocuSign today, among them Add contacts to contacts list, Add envelope attachments and Add existing brand to group. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use DocuSign 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 DocuSign 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 DocuSign?
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 DocuSign is written down with what it did and when.