Docusign Developer is a robust platform that provides electronic signature and digital transaction management solutions for secure document workflows.
Enhance your document processes with AI Agents that can automate contract analysis, routing, and approval flows.
Docusign Developer brings enterprise-grade electronic signatures and document management to your business processes. Relevance AI transforms these capabilities with AI Agents that can intelligently analyze, route and manage document workflows at scale.
Intelligent Workflow Orchestration
The agent automates complex document workflows, ensuring seamless transitions between tasks.
Proactive Compliance Monitoring
The agent continuously checks document compliance, alerting users to potential issues in real-time.
Automated Document Analysis
The agent analyzes contract terms and conditions, ensuring alignment with organizational policies.
Relevance AI gives you access to Docusign Developer's electronic signature and document management capabilities within your automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A DocuSign developer account
- A Relevance AI account with API access
- Authorization credentials (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration leverages DocuSign's secure OAuth authentication, enabling authorized workflows to seamlessly interact with your document signing processes. Relevance AI manages API operations in the background, handling authentication tokens, request formatting, and API limits automatically.
Built-in validation ensures your document workflows execute reliably, with automatic handling of base URLs and account-specific routing.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the DocuSign Developer + Relevance AI integration without writing code:
- Set up proper authentication: Ensure OAuth credentials are correctly configured and permissions are set.
- Use consistent endpoints: Maintain organized API paths and standardized request methods.
- Handle responses properly: Monitor status codes and response bodies for successful API calls.
- Implement error handling: Add retry logic and validate inputs before making API requests.
- Respect API limits: Stay within DocuSign's rate limits and implement appropriate request spacing.
