Build Docusign workflows with AI Agents

Electronic agreements are at the heart of modern business operations—and Docusign is the industry-leading platform trusted by millions for secure, efficient digital signatures. But the reality for most teams is that managing agreements still means switching tabs, chasing status updates, and digging for contract details. By integrating Docusign with an AI agent from Runbear, teams transform their workflow: what once took minutes now happens instantly in Slack, Teams, or Discord, with your intelligent agent delivering the answers, automation, and insights your business needs—all in one seamless conversation.

About Docusign

Docusign is the global leader in electronic signature and agreement management, empowering organizations to finalize contracts, approvals, and legal documents securely online. It enables users to upload agreements, designate required actions (e.g., signatures, initials), and automate the signing process via secure email links—all with audit trails and digital records to ensure compliance and accountability.

Docusign’s Agreement Cloud also supports advanced digital signature standards (including AES and QES), deep integrations with major business tools like Salesforce and Microsoft 365, as well as robust security and compliance controls trusted by over 1.7 million customers worldwide. Companies of all sizes—ranging from enterprise legal and sales teams to small businesses—adopt Docusign to increase speed, reduce paperwork errors, and provide a seamless experience for both internal users and external clients.

Use Cases in Practice

Runbear unlocks a new era of Docusign automation for teams by bringing AI agents right inside your daily chat tool. With these AI-powered workflows, team members no longer struggle to locate agreements or chase down contract updates. Picture this: any team member asks in Slack, 'Has the Acme contract been signed yet?'—and the AI agent instantly returns the Docusign status, signer actions, and even relevant messages. Or, imagine managers receive a daily summary in their #legal channel, outlining all outstanding contracts and urgent tasks, without ever logging into Docusign.

Need a hard-to-find agreement for a last-minute meeting? The AI agent serves up the document link, record, or even a summary using just a plain English command. And if your company’s compliance rules require safeguards, Runbear syncs internal policy docs—so team members can ask policy questions and get up-to-date answers, with citations from both Docusign data and your legal department’s own materials. These workflows build on our proven approaches in compliance automation, KPI reporting, and AI-powered executive dashboards, extending the Runbear advantage to all your agreement-related processes.

Docusign vs Docusign + AI Agent: Key Differences

Integrating Docusign with Runbear's AI agent transforms team workflows from siloed, manual contract processes to automated, chat-based collaboration. Teams move from slow data checks and fragmented updates to streamlined access, smart search, and automated reporting—right where they already work.

Implementation Considerations

When bringing Docusign and Runbear together, teams should assess organizational readiness for AI-driven workflows. Implementation requires secure connection of Docusign accounts, permissions management, and possibly updating internal data governance policies to accommodate AI-driven document access.

Team members may need light training to maximize value from asking the AI agent smart, context-rich questions. Change management is essential—making sure collaborators trust answers provided by AI and understand the boundaries of automation. Cost-benefit analysis should factor in reduced admin time vs. platform fees, and IT should review compliance with both Docusign’s and Runbear’s security standards (such as SOC 2). Planning these elements will ensure a smooth rollout and drive adoption across legal, sales, operations, and HR teams.

Get Started Today

Docusign and Runbear together unlock a smarter, faster, and more transparent way for teams to manage agreements—turning chat tools into mission-critical business hubs. While thoughtful planning ensures a smooth transition, the payoff is clear: fewer bottlenecks, better collaboration, and empowered team members who get more done with less effort. Ready to experience AI-powered Docusign workflows for your team? Enable the integration today and see your productivity soar with Runbear’s intelligent agent at your side.