Does DoMyWork actually execute SignRequest tasks?

Yes. It is not a suggestion engine. It executes tasks across SignRequest and your connected apps based on your plain English instructions.

Is this different from native SignRequest features?

Yes. Native features handle the signing process itself. DoMyWork handles the work around the document, such as updating your CRM, archiving files, and notifying your team.

How does this compare to Zapier for SignRequest?

Zapier requires you to build logic step-by-step. With DoMyWork, you describe the task in plain English, and the agent handles the multi-step execution across apps.

Can the agent monitor my SignRequest dashboard?

Yes. You can set up agents on autopilot to watch for new signatures or pending contracts and act on them the moment they change.

Is my document data safe with DoMyWork?

We prioritise security. Your data is processed only to execute the tasks you request, and we maintain strict protocols to keep your information private.

Can the agent connect SignRequest to other apps?

Absolutely. It can connect SignRequest to 1,500+ apps, including HubSpot, Salesforce, Gmail, Slack, and Google Drive, to create complete workflows.

AI Agent for SignRequest

Prepare, send, and track your legal documents automatically. DoMyWork AI agents work with SignRequest and 1,500+ apps to turn pending signatures into completed agreements.

Find all contracts sent last week that are still pending

Draft a follow-up email for clients with unsigned agreements

Update the deal stage in HubSpot for all signed contracts

Extract the expiration date from these signed documents

Notify the team in Slack when a new contract is signed

Archive all completed agreements into my Google Drive folder

Agent for

SignRequest

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your pending agreements into resolved business deals

Identify unsigned contracts, draft follow-ups, update your CRM, and archive completed files.

12 pending contracts identified

Catch up on every contract that hasn't been signed yet

"Check my pending SignRequest documents from the last 7 days, identify which clients haven't signed, and draft a polite follow-up email in Gmail for each one. Post a summary of the pending list to Slack."

Send Message

Update deal stages for all recently signed contracts

"Find all contracts signed in SignRequest today and update the corresponding deal stage to 'Closed Won' in HubSpot."

Send Message

Extract renewal dates from signed agreements

"Scan all signed contracts from this month, extract the renewal date, and add them to my Google Calendar."

Send Message

Send a welcome package after signature

"When a contract is signed, find the client's email, and send them our onboarding guide via Gmail."

Send Message

Clean up duplicate contract drafts

"Identify duplicate draft documents in SignRequest and delete them to keep my dashboard clean."

Send Message

Got a different task in mind? Describe it

Send Message

Finalise offer letters for new hires

"Take the offer details from my spreadsheet, generate a SignRequest document, and email it to the candidate."

Send Message

Track onboarding document completion

"List all new hire documents that are still pending signature and send a reminder to the HR team."

Send Message

Archive signed employment contracts

"Move all signed employment agreements from SignRequest to the specific employee folder in Google Drive."

Send Message

Update payroll after signature

"Once the employment contract is signed, extract the salary details and update our payroll system."

Send Message

Notify the IT team of new hire start dates

"Extract the start date from signed contracts and email the IT team to prepare equipment."

Send Message

Got a different task in mind? Describe it

Send Message

Review contract completion status

"Generate a report of all contracts signed this month and save it to a new Google Sheet."

Send Message

Audit pending vendor agreements

"Identify vendor contracts that have been pending for over 10 days and flag them for review."

Send Message

Sync signed documents to internal records

"Download all signed documents from the last week and upload them to our document management system."

Send Message

Reconcile signed documents with project logs

"Compare the list of signed contracts with our project management system to ensure all work is covered."

Send Message

Notify management of high-value signatures

"Check signed contracts for values over $10k and send an email alert to the leadership team."

Send Message

Got a different task in mind? Describe it

Send Message

Trigger invoicing after signature

"When a contract is signed, extract the invoice amount and create a draft invoice in Xero."

Send Message

Verify payment terms in contracts

"Read the payment terms section of signed contracts and add a reminder to my calendar for the due date."

Send Message

Flag contracts missing payment details

"Identify signed contracts that do not contain clear payment terms and flag them for the finance team."

Send Message

Archive tax-related documents

"Find all signed W-9 forms and move them to the secure tax folder in Dropbox."

Send Message

Prepare monthly revenue report

"Sum the total contract values from all documents signed this month and email the summary to the CFO."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a SignRequest AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try SignRequest AI Agent

🛸 Autopilot

Act on signed agreements the moment they arrive — with agents on autopilot

The agents work across your apps 24/7.

They catch signatures, update your records, and trigger next steps before you even open your email.

Setting up an autopilot is too easy

New document is signed in SignRequest

Describe...

1. Update CRM stages instantly

WhenNew document is signed in SignRequest

Then

Identify the deal in HubSpot, update the stage to 'Closed Won', and notify the account manager.

Put on Autopilot

2. Send welcome emails to new clients

WhenNew document is signed in SignRequest

Then

Read the contract, find the client email, and send a personalised welcome email via Gmail.

Put on Autopilot

3. Log signed contracts in Sheets

WhenNew document is signed in SignRequest

Then

Extract the contract value, date, and client name, then add a new row to my 'Sales Tracker' sheet.

Put on Autopilot

4. Alert sales team in Slack

WhenNew document is signed in SignRequest

Then

Post a message to the #sales-wins channel with the client name and contract value.

Put on Autopilot

5. Schedule follow-up for pending contracts

WhenEvery Monday at 09:00 AM

Then

Check for contracts pending over 5 days and draft follow-up emails for the sales team.

Put on Autopilot

1. Trigger onboarding workflows

WhenNew document is signed in SignRequest

Then

When an employment contract is signed, create a new project in Asana for the onboarding process.

Put on Autopilot

2. Update employee records

WhenNew document is signed in SignRequest

Then

Extract employee details and update the HR database with the new hire's status.

Put on Autopilot

3. Notify IT of new equipment needs

WhenNew document is signed in SignRequest

Then

Email the IT department with the start date and role extracted from the signed contract.

Put on Autopilot

4. Archive signed documents securely

WhenNew document is signed in SignRequest

Then

Move the signed file to the secure 'Personnel' folder in Google Drive.

Put on Autopilot

5. Send training invites

WhenNew document is signed in SignRequest

Then

Send a calendar invite to the new hire for their first-day orientation session.

Put on Autopilot

1. Sync vendor agreements

WhenNew document is signed in SignRequest

Then

Add the vendor details to our 'Approved Vendors' spreadsheet.

Put on Autopilot

2. Flag expiring contracts

WhenEvery day at 08:00 AM

Then

Check for contracts expiring within 30 days and alert the operations manager via email.

Put on Autopilot

3. Route documents for internal approval

WhenNew document is signed in SignRequest

Then

If the contract involves a budget over $5k, send it to the manager for final review.

Put on Autopilot

4. Update project status

WhenNew document is signed in SignRequest

Then

Find the project in Jira and update the status to 'Contract Signed'.

Put on Autopilot

5. Log document metadata

WhenNew document is signed in SignRequest

Then

Extract document type and date, then log it in our central audit database.

Put on Autopilot

1. Create draft invoices

WhenNew document is signed in SignRequest

Then

Extract the amount from the contract and create a draft invoice in Xero.

Put on Autopilot

2. Track payment deadlines

WhenNew document is signed in SignRequest

Then

Add the payment due date from the contract to my finance calendar.

Put on Autopilot

3. Flag non-standard payment terms

WhenNew document is signed in SignRequest

Then

If the payment term is not 'Net 30', flag the contract for the finance director.

Put on Autopilot

4. Update budget trackers

WhenNew document is signed in SignRequest

Then

Subtract the contract value from the remaining department budget in Sheets.

Put on Autopilot

5. Archive tax documents

WhenNew document is signed in SignRequest

Then

Identify if the document is a W-9 and move it to the 'Tax Compliance' folder.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

SignRequest

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.

Contract Generation Playbook

FormCollect data with form

1. Enter Deal Details

Enter Deal Details

Fill fields below 👇

Client Name *

Deal Value *

Service Scope *

AI AgentExecute agent from playbook

2. Draft Contract

Agent

Draft a contract for {{Client Name}} worth {{Deal Value}} for {{Service Scope}}.

3. Send via SignRequest

Send DocumentinSignRequest

Contract Generation Playbook

Generate and send a contract from CRM data in one click.

Clone This Playbook

Renewal Follow-up Playbook

Automate renewal outreach for expiring contracts.

Clone This Playbook

Proposal Customisation Playbook

Customise proposal templates for new leads.

Clone This Playbook

Contract Amendment Playbook

Create and send contract amendments.

Clone This Playbook

NDA Request Playbook

Send NDAs to prospective partners.

Clone This Playbook

Offer Letter Playbook

Generate and send offer letters.

Clone This Playbook

Policy Acknowledgement Playbook

Send company policies for signature.

Clone This Playbook

Background Check Playbook

Send background check forms.

Clone This Playbook

Contract Extension Playbook

Send contract extensions.

Clone This Playbook

Exit Interview Playbook

Send exit interview documents.

Clone This Playbook

Vendor Onboarding Playbook

Send vendor agreements.

Clone This Playbook

Lease Renewal Playbook

Send lease renewal documents.

Clone This Playbook

Project Sign-off Playbook

Send project completion documents.

Clone This Playbook

Service Level Agreement Playbook

Send SLAs for signature.

Clone This Playbook

Data Privacy Agreement Playbook

Send GDPR/Privacy agreements.

Clone This Playbook

Invoice Approval Playbook

Send invoices for approval.

Clone This Playbook

Expense Policy Playbook

Send expense policy for signature.

Clone This Playbook

Audit Confirmation Playbook

Send audit confirmation forms.

Clone This Playbook

Payment Plan Playbook

Send payment plan agreements.

Clone This Playbook

Tax Form Playbook

Send tax forms for signature.

Clone This Playbook

1500+ App Integrations

Connect SignRequest + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

You Need A Budget (YNAB)

Wix

Accredible Credential

Box

Cisco Webex (Meetings)

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

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

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New document is signed in SignRequest

Then

Recurring Work on autopilot

Autopilot

Contract Handover

Enter client details

Generate contract

Send via SignRequest

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

SignRequest

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About SignRequest AI Agent

An AI agent for SignRequest is a digital worker that handles document preparation, signature tracking, and record updates across your apps, so you don't have to.

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 SignRequest

Turn your pending agreements into resolved business deals

Catch up on every contract that hasn't been signed yet

Update deal stages for all recently signed contracts

Extract renewal dates from signed agreements

Send a welcome package after signature

Clean up duplicate contract drafts

Got a different task in mind? Describe it

Finalise offer letters for new hires

Track onboarding document completion

Archive signed employment contracts

Update payroll after signature

Notify the IT team of new hire start dates

Got a different task in mind? Describe it

Review contract completion status

Audit pending vendor agreements

Sync signed documents to internal records

Reconcile signed documents with project logs

Notify management of high-value signatures

Got a different task in mind? Describe it

Trigger invoicing after signature

Verify payment terms in contracts

Flag contracts missing payment details

Archive tax-related documents

Prepare monthly revenue report

Got a different task in mind? Describe it

How Does a SignRequest AI Agent Work

Act on signed agreements the moment they arrive — with agents on autopilot

1. Update CRM stages instantly

2. Send welcome emails to new clients

3. Log signed contracts in Sheets

4. Alert sales team in Slack

5. Schedule follow-up for pending contracts

1. Trigger onboarding workflows

2. Update employee records

3. Notify IT of new equipment needs

4. Archive signed documents securely

5. Send training invites

1. Sync vendor agreements

2. Flag expiring contracts

3. Route documents for internal approval

4. Update project status

5. Log document metadata

1. Create draft invoices

2. Track payment deadlines

3. Flag non-standard payment terms

4. Update budget trackers

5. Archive tax documents

Playbooks

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

What are playbooks?

Contract Generation Playbook

Renewal Follow-up Playbook

Proposal Customisation Playbook

Contract Amendment Playbook

NDA Request Playbook

Offer Letter Playbook

Policy Acknowledgement Playbook

Background Check Playbook

Contract Extension Playbook

Exit Interview Playbook

Vendor Onboarding Playbook

Lease Renewal Playbook

Project Sign-off Playbook

Service Level Agreement Playbook

Data Privacy Agreement Playbook

Invoice Approval Playbook

Expense Policy Playbook

Audit Confirmation Playbook

Payment Plan Playbook

Tax Form Playbook

Connect SignRequest + 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 SignRequest AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About SignRequest AI Agent