Weekly Docusign contract pipeline report in Slack

By General Input

Every Monday at 8am ET, get a written recap of last week's Docusign activity in Slack, with headline metrics logged to a tracking sheet.

Integrations

  • Docusign
  • Slack
  • Google Sheets

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that runs every Monday at 8:00am America/New_York and posts a written contract pipeline report from Docusign into Slack, plus logs headline metrics to a Google Sheet.

Trigger: cron at 8:00am ET on Mondays.

What the agent should do:

1) Call Docusign List Envelopes for the prior 7 days (the previous Monday 00:00 ET through the run time) across all statuses: sent, delivered, completed, declined, voided. Use from_date and to_date filters. Page through results if needed.

2) For every envelope returned with status declined or voided, call Docusign Get Envelope Audit Events on that envelope to capture the decline or void reason and who triggered it.

3) Compute these metrics from the result set: total envelopes sent in the window, total completed, total declined, total voided, median hours from send to completion (only for completed envelopes), the top 3 counterparties by envelope count (use recipient name or email), the total dollar value tied to envelopes that are still pending (sent or delivered, not yet completed) past the median time-to-sign. Read deal value from the envelope amount field or a custom field if the user has configured one. If no value is available, omit the dollar figure and say so.

4) Build a short list of envelopes that need attention this week: any declined or voided envelope from the past week, plus any pending envelope that is high-value or has been outstanding longer than the median. Cap this list at roughly 5 to 8 items so the Slack post stays scannable.

5) Write a narrative Monday-morning recap (not just a table). Lead with the headline counts, then call out what changed week over week if the agent has prior runs to compare against. Cover median time-to-sign, top counterparties, the dollar value tied up in pending envelopes past median, and the attention list with the decline or void reason inline for each one.

6) Post the recap to Slack using Send a Message in the configured channel (default to a revops or legal-ops channel that the user picks at setup). Use Slack mrkdwn for headers and lists. Include envelope IDs or links so people can jump straight to the contract.

7) Append a single row to the configured Google Sheet using Append Values, in this column order: week_start_date, sent, completed, declined, voided, median_hours_to_sign, total_pending_value_usd. This sheet is long-running and is what the team will chart trends from, so write exactly one row per run and never overwrite history.

At setup, ask me for: the Slack channel to post to, the Google Sheet ID and tab name, the timezone (default America/New_York), and which Docusign field holds contract dollar value if it is not the default envelope amount.

Related prompts

Explore more prompts
Call overdue Xero customers with an AI collections agentLocal listing health board for every location you manageWin back LiveChat visitors whose chats went unansweredLet support send one-off Loops emails without an engineerStop cold emails to anyone with a live deal in PipedriveiMessage campaign console with pre-flight checks and delivery boardChat quality review board for LiveChat support leadsLinkedIn Ads budget pacing dashboard for every client accountFront desk appointment confirmation board for the next 3 daysGive your team Looker numbers without buying more seats