Workflow Builder

Smart intake replaces paper and PDF forms with a verified, mobile-first digital experience for patients. Docusign Intelligent Agreement Management (IAM) captures identity, data, and consent once, then routes signed documents straight into the system of record. Combined with Microsoft Azure's HIPAA-compliant infrastructure, it cuts intake friction, reduces staff burden, and supports CMS digitization mandates.

Docusign IAM for CX streamlines agreement processes like account maintenance for a smooth and rewarding customer experience. It's purpose-built to eliminate the redundant interactions and manual processes commonly found in customer agreement workflows.

Every autonomous agent acts on a commitment. Why the agreement layer is a foundational control layer for the agentic enterprise, and how to transform it in levels.

Four capabilities that turn agreements from documents into infrastructure agents can act on.

Most agentic AI deployments treat agreements as documents to retrieve rather than a foundation to reason from. Without access to the commitments already in place, agents can't distinguish routine actions from genuinely risky ones, so everything routes back through a human. Why treating the agreement layer as a control plane for agentic architectures breaks down that wall and how Docusign IAM is built to be that foundation.

Learn how Docusign used the Docusign MCP Server, Claude, Workflow Builder, Agreement Manager, and eSignature to run an agentic raffle workflow at Docusign Momentum NYC. Attendees entered the raffle by chatting with Claude, and Claude later retrieved completed entries, selected winners, and triggered a prize notification workflow.