Docusign + Microsoft Excel Integration

A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

Combine Apps

Docusign

Microsoft Excel Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

Automatically extract signature data from Docusign envelopes and organize contract information in Excel with intelligent workflow automation

Data Source

Docusign

Connect Docusign to V7 Go and automate document signing workflows, signature request generation, and contract management with intelligent AI coordination.

Legal

Signature Request Automation

Contract Lifecycle Management

Deal Closure Acceleration

AI Agent (by V7 Go)

AI Contract Review Agent

Automates legal contract analysis to extract key terms, flag risks, and ensure compliance in minutes.

Legal

Clause Extraction

Risk Identification

Compliance Verification

Destination

About

Microsoft Excel

Connect Microsoft Excel to V7 Go and automate data entry, spreadsheet analysis, and reporting workflows to accelerate business intelligence and decision-making.

Excel Understanding

Automated Data Entry

Report Generation

Data Analysis

Example Workflow

Docusign

Microsoft Excel

Contract Signature Tracking

Popular workflows

Example

Input

Envelope status changed

AI Agent

Output

Input

Envelope status changed

New Change in Envelope Status

Emit new event when an envelope

Envelope Status Update

AI Agent

AI Contract Review Agent

Extract

Reading envelope details

Extracting signature data

Identifying contract information

Formatting for Excel

Updating tracking spreadsheet

Analysis complete

Output

Microsoft Excel

Adds new row with signature details and contract metadata to Excel tracking sheet

Add Row

Update Cell

All actions triggered by agent

Automated contract tracking

Agent Library

A library of

Agents

Agents

Agents

for every workflow

More document and contract agents

Popular workflows

AI Contract Review Agent

AI Contract Review Agent | Automate Legal Document Analysis | V7 Go

Legal

Automated Clause Extraction

Custom Risk Identification

Internal Compliance Verification

Add to workflow

AI Regulatory Compliance Agent

AI Compliance Verification Agent | Automate Regulatory Checks | V7 Go

Legal

Automated Regulatory Cross-Referencing

Non-Compliant Language Detection

Centralized Rulebook Management

Add to workflow

AI Legal Research Agent

AI Legal Research Agent | Automate Case Law Analysis | V7 Go

Legal

Natural Language Queries

Precedent Synthesis

Integrates Firm Knowledge

Add to workflow

Contract Analysis Agent

AI Contract Analysis Agent | Automate Contract Data Extraction | V7 Go

Legal

Automated Data Point Abstraction

Critical Date Tracking

Portfolio-Wide Clause Search

Add to workflow

AI Contract Review Agent

AI Contract Review Agent | Automate Legal Document Analysis | V7 Go

Legal

Automated Clause Extraction

Custom Risk Identification

Internal Compliance Verification

Add to workflow

AI Legal Research Agent

AI Legal Research Agent | Automate Case Law Analysis | V7 Go

Legal

Natural Language Queries

Precedent Synthesis

Integrates Firm Knowledge

Add to workflow

AI Regulatory Compliance Agent

AI Compliance Verification Agent | Automate Regulatory Checks | V7 Go

Legal

Automated Regulatory Cross-Referencing

Non-Compliant Language Detection

Centralized Rulebook Management

Add to workflow

Contract Analysis Agent

AI Contract Analysis Agent | Automate Contract Data Extraction | V7 Go

Legal

Automated Data Point Abstraction

Critical Date Tracking

Portfolio-Wide Clause Search

Add to workflow

Actions & Triggers

Build powerful

Docusign

Microsoft Excel workflows

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

New Change in Envelope Status

Emit new event when an envelope

New Folder

Emit new event when a new folder is created

Agents automate actions in your apps

Add a Worksheet Tablerow

Adds rows to the end of specific table.

Add Row

Insert a new row into a specified Excel worksheet.

Find Row

Find a row by column and value in an Excel worksheet.

Get Columns

Get the values of the specified columns in an Excel worksheet.

Get Spreadsheet

Get the values of a specified Excel worksheet.

Get Table Rows

Retrieve rows from a specified table in an Excel worksheet.

Update Cell

Update the value of a specific cell in an Excel worksheet.

Update Worksheet Tablerow

Update the properties of tablerow object. `(Only for work or school account)`

New Cell Value Changed

Emit new event when when a specific cell

New Spreadsheet Created (Instant)

Emit new event when a new Excel spreadsheet is created.

Get started

Ready to connect

Docusign

and

Microsoft Excel

Automate your document workflows today

Book a personalized demo and we'll show you how to connect AI Agents between Docusign and Excel. See how V7 Go can automate your signature tracking and contract management workflows.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Docusign

and

Microsoft Excel

Automate your document workflows today

Book a personalized demo and we'll show you how to connect AI Agents between Docusign and Excel. See how V7 Go can automate your signature tracking and contract management workflows.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Docusign

and

Microsoft Excel

Automate your document workflows today

Book a personalized demo and we'll show you how to connect AI Agents between Docusign and Excel. See how V7 Go can automate your signature tracking and contract management workflows.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Docusign

and

Microsoft Excel

Automate your document workflows today

Book a personalized demo and we'll show you how to connect AI Agents between Docusign and Excel. See how V7 Go can automate your signature tracking and contract management workflows.

30-minute session

Personalized setup

Live demonstration

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does the Docusign + Excel integration work?

V7 Go AI agents monitor your Docusign account for envelope status changes and automatically extract signature data, signer information, and contract details. The agent then intelligently formats this information and updates your Excel tracking spreadsheets with the latest document status and metadata.

What kind of document workflows can I automate between Docusign and Excel?

You can automate signature tracking, contract status monitoring, compliance reporting, document completion notifications, signer analytics, deadline tracking, and automated record-keeping. The AI agent can extract custom fields, calculate completion times, and organize all your signature data in structured Excel reports.

Is my Docusign and Excel data secure with this integration?

Yes, V7 Go is SOC 2 and ISO 27001 compliant with enterprise-grade security. We use secure API connections to both Docusign and Microsoft Excel, and all data transfers are encrypted. Your document data remains secure and is never stored outside your authorized environment.

Can this work with my existing Docusign and Excel setup?

Yes, V7 Go integrates seamlessly with your existing Docusign account and Excel workbooks stored in OneDrive, SharePoint, or Microsoft 365. The integration works with your current templates, custom fields, and folder structures without requiring any changes to your existing setup.

What information can the AI agent extract from Docusign envelopes?

The AI agent can extract envelope status, signer names and emails, signature timestamps, document titles, custom field values, completion status, sender information, deadline dates, and any metadata associated with your Docusign envelopes. It can also analyze document content to extract contract terms and key clauses.

How is pricing structured for this integration?

Pricing is based on the number of envelopes processed, AI agents deployed, and the complexity of your automation workflows. We offer flexible plans for small businesses, mid-market teams, and enterprise organizations with dedicated support and custom integration options.

Partner program

Become a V7 Go Document Automation Partner

Join our document automation partner ecosystem and help your clients build intelligent document processing, classification, and extraction workflows.