Workflow Builder

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.

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.