Does the DocsCloud agent actually execute tasks?

Yes. It does not just suggest changes; it directly triggers actions in DocsCloud, your CRM, and your storage platforms to complete the work.

How is this different from native DocsCloud AI?

Native AI often focuses on document editing. DoMyWork executes multi-step tasks across your entire stack, like updating your CRM or moving files, which native tools cannot do.

How does it compare to Zapier for DocsCloud?

Zapier requires you to build and maintain manual logic flows. With DoMyWork, you describe the goal in plain English, and the agent handles the execution.

Can the DocsCloud agent run autonomously?

Yes. You can set up agents on autopilot to monitor DocsCloud for new signatures or document events and act on them 24/7.

Is my document data safe?

DoMyWork uses secure, encrypted connections to interact with your DocsCloud account and only performs the actions you explicitly authorise.

Can the agent connect DocsCloud to other apps?

Yes, it connects DocsCloud to 1,500+ apps, allowing you to trigger actions in your CRM, helpdesk, or cloud storage based on document events.

AI Agent for DocsCloud

Generate, sign, and distribute your business documents automatically. DoMyWork AI agents work with DocsCloud and 1,500+ apps to turn static files into completed business outcomes.

Generate a contract from my template for the new client

Find all unsigned agreements and email reminders

Merge client data from Sheets into my invoice template

Archive all signed NDAs to my Google Drive folder

Update the deal status in HubSpot once the contract is signed

Summarise the key terms of the last 10 signed contracts

Agent for

DocsCloud

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your document backlog into completed business agreements

Generate custom PDFs, send documents for signature, track status, and update your CRM records.

Contract generated in DocsCloud

Catch up on every document that still needs a signature

"Check my DocsCloud account for all pending signatures from last week. Draft a polite reminder email in Gmail for each signer and send it out."

Send Message

Archive signed agreements to the correct project folder

"Scan my DocsCloud for documents signed in the last 48 hours. Move the PDF files to the corresponding project folder in Google Drive based on the client name."

Send Message

Identify documents missing required custom fields

"Review my recent DocsCloud templates and list any that are missing standard fields like 'Expiry Date' or 'Version Number'."

Send Message

Create a monthly summary of document activity

"Count all documents generated in DocsCloud this month. Create a report in Google Sheets with the total count and a breakdown by document type."

Send Message

Clean up duplicate document templates

"Find duplicate templates in my DocsCloud account and flag them for review so I can delete the extras."

Send Message

Got a different task in mind? Describe it

Send Message

Generate contracts for all deals in the 'Closed Won' stage

"Find all deals in HubSpot marked 'Closed Won' that don't have a contract yet. Generate a contract using my 'Standard MSA' template in DocsCloud and save it to the deal record."

Send Message

Prepare onboarding packets for new customers

"Take the new customer details from my latest email and generate a welcome packet in DocsCloud. Send it to the customer for signature."

Send Message

Follow up on stale sales proposals

"Find proposals sent more than 5 days ago that haven't been signed. Send a follow-up message to the lead in LinkedIn."

Send Message

Update deal values based on signed contract amounts

"Extract the final contract value from the latest signed DocsCloud document and update the 'Amount' field in HubSpot."

Send Message

Create a list of expiring contracts

"Find all contracts in DocsCloud expiring within 30 days. Export the list to a Google Sheet for the renewal team."

Send Message

Got a different task in mind? Describe it

Send Message

Send renewal agreements to existing customers

"Find customers whose contracts expire next month. Generate a renewal agreement in DocsCloud and send it for signature."

Send Message

Distribute updated terms of service

"Generate a new Terms of Service document in DocsCloud. Send it to all active customers via email."

Send Message

Prepare case study release forms

"Identify customers who recently provided positive feedback. Generate a release form in DocsCloud and send it for them to sign."

Send Message

Notify the team about signed service agreements

"When a service agreement is signed in DocsCloud, post a summary of the client and the start date to the #onboarding Slack channel."

Send Message

Collect feedback after document completion

"Find all documents completed yesterday. Email the client a short feedback survey link."

Send Message

Got a different task in mind? Describe it

Send Message

Review documents for missing signatures

"Check all NDAs in DocsCloud from the last quarter. Flag any that are missing a signature or have an invalid date."

Send Message

Update standard contract templates

"Replace the clause in all my 'Standard MSA' templates in DocsCloud with the new legal text I just provided."

Send Message

Audit access permissions for sensitive contracts

"List all users who have access to the 'Confidential' folder in DocsCloud and flag any external accounts."

Send Message

Prepare document retention reports

"Identify all documents in DocsCloud older than 3 years. Generate a list for archiving."

Send Message

Verify compliance with document naming conventions

"Scan all documents in DocsCloud for naming errors and rename them to match our 'YYYY-MM-DD-ClientName' format."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a DocsCloud AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try DocsCloud AI Agent

🛸 Autopilot

Act on your documents the moment they are signed — with agents on autopilot

The agents work across your apps 24/7.

They catch new signatures, update your CRM, and archive files so you never miss a follow-up step.

Setting up an autopilot is too easy

New document is signed in DocsCloud

Describe...

1. Archive signed documents to cloud storage instantly

WhenNew document is signed in DocsCloud

Then

Download the signed PDF and save it to the client's folder in Google Drive. Rename the file using the client name and date.

Put on Autopilot

2. Notify the team when a contract is completed

WhenNew document is signed in DocsCloud

Then

Check the document type. If it is an MSA, post a message to the #sales-wins Slack channel with the client name and contract value.

Put on Autopilot

3. Flag documents that are nearing expiry

WhenEvery Monday at 09:00 AM

Then

Search DocsCloud for contracts expiring in 30 days. Send an email alert to the legal team with the list.

Put on Autopilot

4. Validate document data before processing

WhenNew document is generated in DocsCloud

Then

Check if the document contains all required signatures. If not, flag the document as 'Incomplete' in the system.

Put on Autopilot

5. Sync document status to your project tracker

WhenNew document is signed in DocsCloud

Then

Find the corresponding task in Asana and mark it as 'Contract Signed'.

Put on Autopilot

1. Update CRM deal stages automatically

WhenNew document is signed in DocsCloud

Then

Identify the deal associated with the document. Update the HubSpot deal stage to 'Closed Won'.

Put on Autopilot

2. Send a thank you email after signing

WhenNew document is signed in DocsCloud

Then

Draft a personalized thank you email in Gmail to the client, mentioning the specific contract signed.

Put on Autopilot

3. Create a follow-up task for the sales rep

WhenNew document is signed in DocsCloud

Then

Create a task in Notion for the account owner to schedule an onboarding call.

Put on Autopilot

4. Enrich CRM records with document data

WhenNew document is signed in DocsCloud

Then

Extract the contract start date and value. Update the corresponding contact record in HubSpot.

Put on Autopilot

5. Log document activity in the sales dashboard

WhenNew document is signed in DocsCloud

Then

Add a row to the 'Sales Activity' Google Sheet with the client name, document type, and date.

Put on Autopilot

1. Trigger onboarding workflows

WhenNew document is signed in DocsCloud

Then

Check if the document is a service agreement. If yes, trigger the onboarding email sequence in Mailchimp.

Put on Autopilot

2. Create support tickets for document issues

WhenNew document is rejected in DocsCloud

Then

Open a new ticket in Zendesk for the support team, including the document link and the rejection reason.

Put on Autopilot

3. Send renewal reminders

WhenEvery first of the month at 08:00 AM

Then

Find contracts expiring in 60 days. Send a renewal notice to the customer via email.

Put on Autopilot

4. Update customer health scores

WhenNew document is signed in DocsCloud

Then

If the document is an expansion agreement, increase the customer health score in Gainsight.

Put on Autopilot

5. Log document interactions in the customer profile

WhenNew document is signed in DocsCloud

Then

Add a note to the customer's profile in Intercom about the newly signed document.

Put on Autopilot

1. Audit document compliance

WhenNew document is generated in DocsCloud

Then

Check if the document uses the latest legal template version. If not, flag it for the legal team.

Put on Autopilot

2. Log all signed contracts in a master register

WhenNew document is signed in DocsCloud

Then

Add the contract details to the master legal register in Airtable.

Put on Autopilot

3. Alert on unauthorized document access

WhenDocument is accessed in DocsCloud

Then

If the document is marked 'Confidential' and accessed by an external user, send an alert to the security team.

Put on Autopilot

4. Manage document retention cycles

WhenEvery day at 06:00 AM

Then

Identify documents that have exceeded the retention period. Move them to the 'Archive' folder.

Put on Autopilot

5. Verify signature authenticity

WhenNew document is signed in DocsCloud

Then

Check the signature metadata. If it looks suspicious, flag the document for human review.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

DocsCloud

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Document Generation Playbook

FormCollect data with form

1. Enter Client Data

Enter Client Data

Fill fields below 👇

Client Name *

Contract Terms *

AI AgentExecute agent from playbook

2. Fill Template

Agent

Map {{Client Name}} and {{Contract Terms}} into the MSA template.

3. Create PDF

Generate DocumentinDocsCloud

Document Generation Playbook

Generate custom PDFs from templates in one click.

Clone This Playbook

Contract Routing Playbook

Route signed contracts to the right department.

Clone This Playbook

Bulk Document Cleanup Playbook

Clean up old or duplicate documents.

Clone This Playbook

Document Template Update Playbook

Update clauses across all templates.

Clone This Playbook

Document Access Audit Playbook

Audit document access permissions.

Clone This Playbook

Proposal Generation Playbook

Create proposals from deal data.

Clone This Playbook

Contract Negotiation Playbook

Update contract based on feedback.

Clone This Playbook

Sales Document Audit Playbook

Check for missing signatures.

Clone This Playbook

Customer Onboarding Playbook

Send onboarding docs.

Clone This Playbook

Sales Report Playbook

Report on document status.

Clone This Playbook

Renewal Agreement Playbook

Send renewal contracts.

Clone This Playbook

Customer Feedback Playbook

Send survey after signing.

Clone This Playbook

Terms of Service Update Playbook

Notify customers of updates.

Clone This Playbook

Service Agreement Playbook

Create service agreements.

Clone This Playbook

Client Onboarding Report Playbook

Report on onboarding status.

Clone This Playbook

NDA Generation Playbook

Create NDAs for new partners.

Clone This Playbook

Compliance Audit Playbook

Audit document compliance.

Clone This Playbook

Clause Library Update Playbook

Update clause library.

Clone This Playbook

Document Retention Playbook

Manage document retention.

Clone This Playbook

Legal Notice Playbook

Send legal notices.

Clone This Playbook

1500+ App Integrations

Connect DocsCloud + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

SafetyCulture (iAuditor)

Clientjoy

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

Wix

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

QuickEmailVerification

Adobe Commerce (Magento)

Google Search Console

Ora

CompanyCam (In Review)

Quentn

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Vyper

GrowSurf

Vectera

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

Clio Grow

Cloudflare R2

Facebook Ads Management And Insights

Lob

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New document is signed in DocsCloud

Then

Recurring Work on autopilot

Autopilot

Document Signing Flow

Enter client details

Generate document

Send for signature

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

DocsCloud

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About DocsCloud AI Agent

An AI agent for DocsCloud is a digital worker that handles document generation, signature requests, and file management across your apps without manual input.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for DocsCloud

Turn your document backlog into completed business agreements

Catch up on every document that still needs a signature

Archive signed agreements to the correct project folder

Identify documents missing required custom fields

Create a monthly summary of document activity

Clean up duplicate document templates

Got a different task in mind? Describe it

Generate contracts for all deals in the 'Closed Won' stage

Prepare onboarding packets for new customers

Follow up on stale sales proposals

Update deal values based on signed contract amounts

Create a list of expiring contracts

Got a different task in mind? Describe it

Send renewal agreements to existing customers

Distribute updated terms of service

Prepare case study release forms

Notify the team about signed service agreements

Collect feedback after document completion

Got a different task in mind? Describe it

Review documents for missing signatures

Update standard contract templates

Audit access permissions for sensitive contracts

Prepare document retention reports

Verify compliance with document naming conventions

Got a different task in mind? Describe it

How Does a DocsCloud AI Agent Work

Act on your documents the moment they are signed — with agents on autopilot

1. Archive signed documents to cloud storage instantly

2. Notify the team when a contract is completed

3. Flag documents that are nearing expiry

4. Validate document data before processing

5. Sync document status to your project tracker

1. Update CRM deal stages automatically

2. Send a thank you email after signing

3. Create a follow-up task for the sales rep

4. Enrich CRM records with document data

5. Log document activity in the sales dashboard

1. Trigger onboarding workflows

2. Create support tickets for document issues

3. Send renewal reminders

4. Update customer health scores

5. Log document interactions in the customer profile

1. Audit document compliance

2. Log all signed contracts in a master register

3. Alert on unauthorized document access

4. Manage document retention cycles

5. Verify signature authenticity

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Document Generation Playbook

Contract Routing Playbook

Bulk Document Cleanup Playbook

Document Template Update Playbook

Document Access Audit Playbook

Proposal Generation Playbook

Contract Negotiation Playbook

Sales Document Audit Playbook

Customer Onboarding Playbook

Sales Report Playbook

Renewal Agreement Playbook

Customer Feedback Playbook

Terms of Service Update Playbook

Service Agreement Playbook

Client Onboarding Report Playbook

NDA Generation Playbook

Compliance Audit Playbook

Clause Library Update Playbook

Document Retention Playbook

Legal Notice Playbook

Connect DocsCloud + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About DocsCloud AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About DocsCloud AI Agent