Docusign Automation
CheckedAutomates DocuSign workflows, including sending documents, tracking signatures, and managing templates via API integration.
Install on your platform
Showing Claude Code. One command installs this skill into any of the agents below.
- 1
Run this in your project
terminal$ npx skills add davepoon/buildwithclaude --skill docusign-automation -a claude-code Uses the open-source
skillsCLI and needs Node.js. Add-gto install it for your user instead of this project.
What we know about this skill
Publisher
davepoon
Taken from the source listing. We haven't verified who controls this account.
Install target
Live repository
Not pinned. Installing fetches whatever the repository holds at the time you run the command.
Automated safety checks
This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.
Declares what it does: passed
SKILL.md parses and declares a name and a description.
SKILL.md exists, its frontmatter parses, and it declares a name and a description.
No undeclared network calls: passed
Makes no network calls.
Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.
No obfuscated payloads: passed
No encoded or obfuscated payloads.
No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.
No credential access: passed
Reads no keys, tokens, keychains or credential files.
Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.
No pipe-to-shell installers: passed
No pipe-to-shell or download-and-run installers.
No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.
Pinned to a commit: passed
Scanned davepoon/buildwithclaude at fc03a95b41.
The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.
- Commit
- fc03a95b41
- Scanned
- 1 file, 207 lines
About this skill
What it does
This skill automates tasks within DocuSign, allowing AI agents to send documents for signature, check their status, and manage envelopes. It streamlines workflows by integrating directly with DocuSign's API, reducing manual intervention and improving efficiency. The agent can retrieve envelope information and take actions based on the document lifecycle.
When to use it
- Automated Contract Routing: Automatically send contracts for signature upon deal closure.
- Signature Status Monitoring: Track the progress of documents through the signing process and alert stakeholders when signatures are complete.
- Envelope Management: Retrieve specific envelope details based on criteria like sender, recipient, or document name.
- Recurring Document Sending: Automate sending the same set of documents to different recipients on a schedule.
Key capabilities
- Send envelopes for signature
- Check envelope status
- Retrieve envelope information
- Manage DocuSign envelopes
Example prompts
- "Send this contract [attached file] to John Doe and Jane Smith for signature."
- "What is the status of envelope with ID XXXXXXXX?"
- "List all envelopes sent by me in the last week."
Tips & gotchas
- Requires a DocuSign developer account and API credentials.
- Ensure proper error handling is implemented to manage potential issues with the DocuSign API.