Workflow Builder

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.

To capture the generational opportunity before them, wealth management firms must embed operational resiliency into their client engagement processes. The Docusign IAM platform offers secure, automated solutions designed to replace frustrating, high-friction client interactions and back-office processes with streamlined, engaging experiences.

Seven ways intelligent agreement management technology can help your teams customize agreement workflows and improve the end-to-end agreement process.

The Docusign IAM platform is an interconnected collection of tools that help automate and accelerate specific parts of the agreement process. This post covers which tools are included in the foundational IAM packages.

Workflow Builder is a critical part of the Docusign IAM engine, boosting productivity and speed with workflows that automate any process, exactly how you want it.

Use an intelligent agreement management solution to keep track of expiration dates on contracts, set alerts, and create rules to automate renewal activities.