Use DocuSign with AI
Connect nowCheck which agreements are awaiting signatures.
Documents & signatures
Using DocuSign in an agency
DocuSign is status first: which agency agreements are still waiting for a signature. Sending an envelope is a separate permission and should stay rare. The assistant does not decide that a sole agency has been agreed because an envelope was opened.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadCheck signature status
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Check which approved agreements are still awaiting signatures.”Retrieves status only.
Before you connect
- Account you’ll need
- A DocuSign account
- Who connects it
- Can be a shared organisation account, or a person’s own.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Known limits
- Status checks first. Sending or signing need separate permission.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does DocuSign need?
A DocuSign account
Will a bot change DocuSign without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
What are the limits with DocuSign?
Status checks first. Sending or signing need separate permission.
Is KeyAccess an official DocuSign partner?
No. You connect an account you or your agency already have, through DocuSign’s own sign-in, where that connection is in the catalogue.