# Docusign AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Docusign in one click via OAuth and helps you send documents for signature and track contracts, running 13 Docusign actions for you like Get Envelope, Create Draft, and Void Envelope. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Docusign and reports back. Setup takes about two minutes. - Tool: Docusign - Category: Productivity - Connection: One-click OAuth - Actions available: 13 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/docusign ## What can you ask Viktor to do in Docusign? - "Send this agreement out for signature in Docusign and notify me when it's signed." - "Check Docusign for contracts awaiting signature and send a reminder to whoever's holding it up." - "Find every contract in Docusign renewing in the next 30 days and list them." - "Watch Docusign for a signed document and post it to the deal channel." ## What can Viktor do in Docusign? (13 actions) - **Void Envelope** - Void a DocuSign envelope that is still in process. Voiding cancels the envelope and prevents recipients from completing it. - **Send Envelope** - Send an existing draft DocuSign envelope by updating its status to sent. Use this after Create Envelope or Create Envelope From File, or any workflow that creates an envelope with status created. - **List Recipients** - List recipients and recipient status for a DocuSign envelope. Use Include Tabs when you need each recipient's tab values and placement. - **List Envelopes** - Search for DocuSign envelopes by date, status, email, text, or folder filters. Use this to find envelope IDs for Get Envelope, List Recipients, List Documents, Send Envelope, Void Envelope, or Create Recipient View. - **List Documents** - List documents in a DocuSign envelope. Use this to find document IDs before downloading a specific document. - **List Accounts** - List the DocuSign accounts available to the connected user. Use this to find the Account ID required by other actions when the connected user belongs to more than one account. - **Get Envelope** - Get details for a DocuSign envelope by ID. Use List Envelopes first if you need to find an envelope ID. - **Download Documents** - Download the documents of an envelope to the /tmp directory. - **Create Signature Request** - Creates a signature request from a template. - **Create Recipient View** - Create an embedded signing URL for a selected envelope recipient. The recipient must have been created with a clientUserId. - **Create Envelope** - Create a DocuSign envelope from a full envelope definition JSON payload. Use this for advanced cases such as multiple documents, multiple recipients, composite templates, custom tabs, or eventNotification webhooks. For a simpler single-document flow, use Create Envelope From File. - **Create Envelope From File** - Create and optionally send a single-document DocuSign envelope from a file path or URL. This action places a SignHere tab by anchor text, such as /sn1/, in the uploaded document. Set Client User ID when you need embedded signing, then use Create Recipient View with the same value. - **Create Draft** - Create and send an envelope, or create a draft envelope. ## How does Viktor work with Docusign? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Docusign with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Docusign actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Docusign AI agent? A Docusign AI agent is an AI that connects to your Docusign account and completes work in it - it doesn't just answer questions about Docusign, it takes the actions. Viktor is that agent: an AI employee that works in Docusign on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Docusign actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Docusign Electronic Signature and Agreement Cloud ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Docusign actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Docusign? Yes. Docusign is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Docusign from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Docusign to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Docusign, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Docusign? Viktor can run 13 Docusign actions, including Get Envelope, Create Draft, and Void Envelope - and chain them with other tools in a single request. In practice that means Viktor helps you send documents for signature and track contracts. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Docusign? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Docusign actions to take, runs them, and reports back. ### Is my Docusign data secure with Viktor? Yes. Viktor connects to Docusign in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Docusign integration cost? Nothing extra - every integration, including Docusign, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Docusign together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Docusign, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Docusign together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Productivity integrations - [GitHub](https://viktor.com/integrations/github) - [Asana](https://viktor.com/integrations/asana) - [Basecamp](https://viktor.com/integrations/basecamp) - [Monday.com](https://viktor.com/integrations/monday-com) - [Jira](https://viktor.com/integrations/jira) - [Linear](https://viktor.com/integrations/linear) - [Miro](https://viktor.com/integrations/miro) - [ServiceM8](https://viktor.com/integrations/servicem8) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.