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Intelligent Agreement Management

Docusign Workflow Builder: Tips for a Streamlined Setup and Workflow

Here is everything you need to know before starting to build your first workflow with Docusign Workflow Builder in Docusign Intelligent Agreement Management (IAM).

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How AI Streamlined One of the Most Tedious Parts of Building an Agreement Workflow

Manual field mapping was one of the most common sources of user-reported errors in Workflow Builder workflows. Traditional semantic matching couldn't help because most eSign templates lack meaningful field labels. So we built a two-stage AI pipeline that identifies what each field represents by analyzing the document visually, then auto-maps those fields to Web Form data, cutting configuration time from 30 minutes to 20 seconds.

Author Nitin Rai
Nitin Rai

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