Momentum26 NYC: How Agentic AI Transforms Agreements into Systems of Action

Agentic AI is revolutionizing the way organizations manage agreements – and Docusign is leading the charge with new intelligent agents that transform the Docusign Intelligent Agreement Management (IAM) platform into a system of action that automates tedious workflows, uncovers hidden risks, and accelerates the pace of business.

That was the core message delivered by Docusign CEO Allan Thygesen in his keynote to an audience of customers, partners, and industry experts at Momentum26 in New York City. The event highlighted new agentic capabilities that are driving the evolution of IAM, and explained why a unified, end-to-end platform delivers more value to customers than a fragmented set of point products.

“With IAM and the power of Docusign’s AI engine, Iris, we gave businesses a ‘system of record’ for all their agreements, so they could finally see and understand the insights buried in all of their contracts,” Thygesen told the crowd during his opening keynote. “The next evolution is about action. Not just knowing what’s in your agreements, but doing something about it.”

Missed the keynote? Check out the replay here:

New agentic AI tools in Docusign

Attendees at Momentum26 got a first look at an array of powerful new innovations shipping this year in the U.S. that move IAM beyond AI that extracts and analyzes information to AI that actually executes tasks.

We introduced a new contract AI assistant and automated agentsthat triage, review, and progress documents to closing. These tools draw on deep proprietary knowledge of a company's past negotiations, accepted terms, and specific internal policies. 

We demonstrated new out-of-the-box, native IAM agents, as well as Docusign Agent Studio, which allows customers to build custom agents tailored to their unique business rules. With the new Docusign Model Context Protocol (MCP) Server, customers can access Docusign insights anywhere they work, bringing agreement intelligence into their favorite LLMs like OpenAI ChatGPT, Anthropic Claude, and Gemini, to execute tasks without switching applications.

Other major product announcements included:

• AI-Assisted Web Forms: A tool that automatically transforms clunky, static PDFs into guided, mobile-friendly digital experiences in just minutes.

• Federated Trust Model: An expansion of security and accessibility that makes it easier for customers to verify the identity of signers, choosing from an integrated list of more than 70 identity and trust service providers, making it easier for customers to verify the identity of signers. 

• Docusign Payments: Embeds payment collection into the agreement flow to help businesses get paid faster, reduce handoffs, and simplify the customer experience.

Expanding value through new integrations

To bring the power of IAM directly into the tools teams use every day, we announced several deep, cross-functional integrations aimed at specific enterprise use cases. By meeting users where they already work, these integrations break down departmental silos to connect legal, HR, sales, procurement, and finance teams.

• For Legal Teams: Docusign announced new integrations with Harvey, Legora, CoCounsel Legal by Thomson Reuters, and Anthropic Claude’s legal tools.

• For Procurement Teams: A new strategic partnership with spend management leader Coupa will streamline purchasing workflows.

• For HR Teams: We introduced IAM for HRwhichofficially connects major human resource ecosystems directly into the IAM platform.

Building the future of agreements with outstanding partners

Docusign President and Chief Revenue Officer Paula Hansen took the stage to discuss how ecosystems are evolving to support an agentic future, alongside Eric Washer, SVP of Product Strategy at Coupa, and Joe Inzerillo, President of Enterprise and AI Technology at Salesforce.

Both leaders described how their respective platforms are leveraging Docusign’s end-to-end IAM infrastructure to build cross-functional workflows that seamlessly trigger third-party applications.

“Customers don’t want more features; they want results,” Inzerillo said. “This presents us with our biggest opportunity – to collectively meet enterprise users where they are. We need to deliver agent-first experiences that actually move work forward, in the systems where they work.”

Celebrating innovative customers

This year, we recognized several Docusign IAM early adopters with Customer Awards, honoring organizations that have set the benchmark for what is possible when modernizing the agreement lifecycle.

The Momentum26 Customer Award winners included Aon, Crete United, Experian, IGA, Yum! Brands, Sandoz, and Milky Moo. 

Cindi Stevenson, Managing Director of HR services leader Insperity, joined us onstage for the keynote to explain how IAM has enabled Insperity to establish a unified system for managing agreements, linking workflows and data across all departments. Wade Johnson, Associate General Counsel at Thrive Market, told our audience how Docusign has supported Thrive’s rapid growth while maintaining a lean legal team, by automating workflows. 

“Our roadmap is entirely focused on leveraging agentic AI to redefine our work, specifically by eliminating the repetitive tasks no human being should be doing anymore, like moving data between spreadsheets,” Johnson said.

A closing perspective from Michael Lewis

The day concluded with an insightful onstage conversation with Michael Lewis, the number-one bestselling author of more than 20 books, including Moneyball, The Blind Side, and The Big Short.

Lewis has famously spent his career analyzing how data, hidden systems, and human biases change everything from Wall Street to professional sports. His remarks provided a fitting capstone to a day focused on looking past traditional constraints to find smarter ways of moving the world forward.