+DocuSign working with the rest of your tools
Coworker agents read DocuSign, route signals to the right people, and connect DocuSign workflows to your CRM, support, and engineering tools, automatically.
The DocuSign integration is in beta. It is live with early customers today. Book a demo and we will switch it on for your team.
What gets automated
Agreements in context
DocuSign envelopes get matched to the customers and contacts in your other tools, so each agreement shows up with full context.
Answers about any agreement
Ask where an agreement stands, who still needs to sign, or what a contract says. Agents read the text in the envelope documents.
Daily agreement updates
Each day, agents summarize what happened to each active envelope, such as sent, signed, declined, voided, or completed, and flag the ones that need attention.
Send and follow up
Agents send envelopes from your templates, resend them, void them with a reason, and create signing links, as the person who asks.
Live in minutes
Add your DocuSign key
Your DocuSign admin creates an integration key in DocuSign, adds it to Coworker, and then authorizes as a DocuSign administrator.
Each teammate connects
Each teammate connects their own DocuSign login. Coworker sees only the envelopes that DocuSign shows to that person.
Agents start working
Agents answer questions about your agreements and act in DocuSign as the person who asks. New DocuSign activity shows up within hours.
Enterprise-grade from day one
Coworker is SOC 2 Type II certified, GDPR compliant, and CASA Tier 2 certified. Your DocuSign data is processed securely and never used to train AI models.
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FAQ
Frequently asked questions
Your company uses its own DocuSign integration key. A DocuSign administrator connects first, and then each person connects their own DocuSign login.
Yes. Agents can send an envelope from a template, resend it, void it with a reason, and create a signing link. Each action uses the DocuSign login of the person who asks.
Only its sender, its recipients, and teammates whose own DocuSign login can see it. Agreements are never shared with the whole company.
Only the minimum context needed to complete agent tasks. All data handling is SOC 2 Type II compliant.
Connect DocuSign in minutes
Connect your DocuSign data and watch agents go to work in minutes.