Will it change things in DocuSign without asking?

Only if you let it. You choose how often it checks with you, and you can switch off any action you don’t want it to use.

What happens if I disconnect DocuSign?

Praxivara stops using it right away. Nothing in DocuSign is deleted. Any agent that needed it skips those steps until you connect it again.

DocuSign AI assistant and agents

Ask in plain words. It does the DocuSign steps.

Send a draftAdd a documentUpdate an envelope

No setup per taskConnect DocuSign once and it’s ready for every request.

You choose what it may doPick the actions it can use when you connect.

Disconnect anytimeIt stops right away. Nothing in the app is deleted.

Things you can ask in DocuSign

Type it, text it or say it on a call. It picks the right DocuSign steps and shows you what it did.

“Send a draft in DocuSign.”“Add a document in DocuSign.”“Update an envelope in DocuSign.”“Send a reminder in DocuSign.”“Send from a template in DocuSign.”“Add recipients in DocuSign.”

Actions

24

You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in DocuSign.

Write and sendIt writes it and sends it when you’re ready.

Send for signatureSend a draftSend a reminderSend from a template

Create and addNew records and entries, from a plain-words ask.

Create a draftAdd recipientsAdd a document

Find and readLook anything up without opening DocuSign.

View account detailsList envelopesView envelope statusList recipientsGet a signing linkList documentsDownload a documentList templatesView a templateList foldersList envelopes in a folderGet the audit trail

Update and organizeKeep things current as they change.

Update an envelopeUpdate recipientsMove envelopes

Clean upClear out what you’re done with.

Void an envelope

More actionsEverything else it can do in DocuSign.

Showing the main actions in each group.

Triggers

12

When something happens in DocuSign, an AI agent can start on its own. Pick an event, and say what should happen next.

Then An AI agent starts and runs the steps you describe.

Plus 6 more.

It only does what you allow.

Choose which DocuSign actions it may use, and how often it checks with you. Looking things up just runs.

Turn off what you don’t need, when you connect or anytime after.
Disconnect in one click. Nothing in your DocuSign is deleted.

Manage actionsConnected

24 of 24 capabilities enabled

Send a draft

Add a document

Update an envelope

Send a reminder

Your permission mode is Auto. It decides when to check with you.

Works well with DocuSign

All integrations

Google SheetsRead, add and update rows, and know when the data changes.Google DocsCreate, edit and export documents, including to PDF.ConfluenceManage your Confluence pages and spaces from one chat: write, update and organize docs, while your AI assistant does the steps.BoldSignGet documents signed and track them.

DocuSign questions

Try Praxivara for free, open Integrations, pick DocuSign and follow the steps to connect your account. You can change or remove it anytime.