UpBrains AI for DocuSign

UpBrains AI Agents super‑charge DocuSign with intelligent extraction, document approval, digital‑signature automation, and end‑to‑end workflow control—so contracts, invoices, POs, and compliance documents move at the speed of business.

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Key Capabilities

Auto‑Create & Send Envelopes

Pause & Resume on Signature / Approval Events

Bi‑Directional Data Sync

What It Means for You

Agents pull data from emails, ERPs, or AP queues and assemble DocuSign envelopes—perfect for many use cass including invoice approvals and supplier contracts.

Typical Impact

Save 15-30 min per document compared to manual processes; reduce errors

Key Capabilities

Auto‑Create & Send Envelopes

What It Means for You

Typical Impact

Save 15-30 min per document compared to manual processes; reduce errors

Pause & Resume on Signature / Approval Events

Bi‑Directional Data Sync

Key Capabilities

Auto‑Create & Send Envelopes

What It Means for You

Typical Impact

Save 15-30 min per document compared to manual processes; reduce errors

Pause & Resume on Signature / Approval Events

Bi‑Directional Data Sync

 How It Works

Trigger

An email, AP queue item, ticket, or API call starts the Agent flow

Approve & Sign

UpBrains AI builds an envelope (e.g., an invoice needing approval) and sends via DocuSign; recipients approve/sign on any device

Continue

DocuSign status web‑hook notifies the Agent, which writes back the approval, files, and triggers downstream tasks (e.g., release payment or post to ERP)

Popular Use Cases

Invoice Approval

Route invoices to approvers, capture signatures and update AP/P2P systems automatically

Invoice Approval

Route invoices to approvers, capture signatures and update AP/P2P systems automatically

Invoice Approval

Route invoices to approvers, capture signatures and update AP/P2P systems automatically

Supplier Contracts

Auto‑populate T&Cs, route for e‑signature, update vendor master

Supplier Contracts

Auto‑populate T&Cs, route for e‑signature, update vendor master

Supplier Contracts

Auto‑populate T&Cs, route for e‑signature, update vendor master

Drop‑Shipment Authorizations

Capture customer approval and release orders instantly

Drop‑Shipment Authorizations

Capture customer approval and release orders instantly

Drop‑Shipment Authorizations

Capture customer approval and release orders instantly

Drop‑Shipment Authorizations

Capture customer approval and release orders instantly

Certificate of Analysis (CoA) Sign‑Offs

Obtain QA signatures and archive documents in seconds

Certificate of Analysis (CoA) Sign‑Offs

Obtain QA signatures and archive documents in seconds

Certificate of Analysis (CoA) Sign‑Offs

Obtain QA signatures and archive documents in seconds

Certificate of Analysis (CoA) Sign‑Offs

Obtain QA signatures and archive documents in seconds

Credit Applications & NDAs

Deliver pre‑filled forms, monitor completion, and store signed copies

Credit Applications & NDAs

Deliver pre‑filled forms, monitor completion, and store signed copies

Credit Applications & NDAs

Deliver pre‑filled forms, monitor completion, and store signed copies

Credit Applications & NDAs

Deliver pre‑filled forms, monitor completion, and store signed copies

Why UpBrains AI + DocuSign?

Supply‑Chain & Finance Expertise

Pre‑built skills for invoices, POs, shipping docs, and compliance forms

70 + Language OCR & Intelligent Structured Information Extraction

Extract key information and structured data from PDFs, scans, and images in more than 70 languages with an accuracy of 99% or higher right out of the box on your custom documents

No‑Code Flow Builder

Drag‑and‑drop agents, conditions, and DocuSign actions—ideal for rapidly deploying document‑approval flows

Scales with You

From a dozen approvals a month to tens of thousands