Kognitos + Docusign

English as Code

Describe It in English.
It Runs Deterministically.

Overview

Generate DocuSign envelopes from approved deals or HR actions; route for signature in the correct order; track completion status and trigger downstream workflows the moment agreements are fully executed.

Execution Steps

1

Generate and Send Envelopes

Create a DocuSign envelope from the approved template when a deal reaches the contract stage or an HR action triggers
Pre-fill signer details, custom fields, and conditional clauses from the source record in the CRM or HRIS

2

Track Signature Progress

Monitor DocuSign envelope status for views, signatures, and declines across all recipients in the routing order
Send automated reminders to signers who have not acted within the defined SLA window

3

Execute Post-Signature Workflows

Detect the completed envelope event and extract the signed document and audit trail from DocuSign
Update the source deal or employee record, archive the agreement in the document management system, and notify stakeholders

Use Cases

Enterprise
Use Cases

Contract Generation from CRM

Automatically generate and send DocuSign envelopes when a CRM deal reaches the contract stage — pre-filled with deal terms and signer info.

Signature SLA Enforcement

Track DocuSign envelope progress and escalate to managers when signers miss the response deadline, keeping deal cycles on track.

Post-Execution Automation

Trigger provisioning, billing setup, or onboarding workflows the instant a DocuSign agreement is fully executed — zero manual handoff.

FAQs

Frequently asked
questions.

Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.

Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.

Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more

Explore More