DocuSign + Monday Integration with AI Agreement Signed Task Automation

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

monday Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

Create structured Monday.com project boards with milestones automatically when DocuSign agreements are signed.

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 Concierge Agent

Automatically coordinates tasks and multi-step workflows across tools and specialized automations.

Business

Multi-System Orchestration

Intelligent Delegation

Real-Time Monitoring

Destination

About

monday

Connect monday to V7 Go and automate project management, task tracking, team coordination, and workflow orchestration with intelligent AI agents.

Project Management & Forms

Task Automation

Status Tracking

Team Coordination

Example Workflow

Docusign

monday

Agreement Signed Task Creation Example

Popular workflows

Example

Input

Agreement Signed

AI Agent

Output

Input

Agreement Signed

New Change in Envelope Status

Emit new event when an envelope

Signed Agreement

AI Agent

AI Concierge Agent

Parse & Create

Detect signed envelope and extract agreement scope and parties

Identify key deliverables, milestones, and contractual deadlines

Map deliverables to project tasks with appropriate owners

Set task priorities based on contract timeline and dependencies

Create Monday.com project board with all items and subitems

Analysis complete

Output

monday

create-item-monday, create-subitem-monday

Create Item

Create Subitem

All actions triggered by agent

See how DocuSign and Monday work together to launch projects the moment contracts are signed.

Agent Library

A library of

Agents

Agents

Agents

for every workflow

Meet the agents powering Agreement Signed Task Automation

Popular workflows

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

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 Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

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

Actions & Triggers

Build powerful

Docusign

monday 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

Create Board

Creates a new board.

Create Column

Creates a column.

Create Group

Creates a new group in a specific board.

Create Item

Creates an item.

Create Subitem

Creates a subitem.

Create an Update

Creates a new update.

Get Column Values

Return values of specific column(s) for a board item.

Get Items By Column Value

Searches a column for items matching a value.

Update Column Values

Update multiple column values of an item.

Update Item Name

Update an item

Get started

Ready to connect

Docusign

and

monday

Transform your Operations workflow

V7 Go + DocuSign + Monday delivers intelligent project kickoff automation that turns every signed contract into an organized, trackable project instantly.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Docusign

and

monday

Transform your Operations workflow

V7 Go + DocuSign + Monday delivers intelligent project kickoff automation that turns every signed contract into an organized, trackable project instantly.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Docusign

and

monday

Transform your Operations workflow

V7 Go + DocuSign + Monday delivers intelligent project kickoff automation that turns every signed contract into an organized, trackable project instantly.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

Docusign

and

monday

Transform your Operations workflow

V7 Go + DocuSign + Monday delivers intelligent project kickoff automation that turns every signed contract into an organized, trackable project instantly.

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 V7 Go handle Agreement Signed from DocuSign?

V7 Go uses AI to analyze each Agreement Signed in real time, extracting key business signals and context. The ai-concierge-agent processes the data, identifies patterns, and determines the optimal action—all without manual intervention.

Can I customize the Agreement Signed Task Automation logic?

Absolutely. You can customize prompts, business rules, and decision thresholds through V7 Go's intuitive configuration interface. Tailor the workflow to match your exact Legal / Operations processes and team preferences.

What happens if the AI can't decide on a next action?

V7 Go flags uncertain cases for human review with full reasoning shown. Your team reviews and approves, which trains the system to handle similar situations automatically in the future.

How does Monday get updated with the results?

Once the AI completes its analysis, V7 Go automatically executes the configured Monday actions—whether that's creating records, sending notifications, or updating existing data—in seconds.

What if my data is sensitive or confidential?

V7 Go processes data within your secure infrastructure. Sensitive fields can be masked or excluded from AI analysis. All data is encrypted in transit and at rest, meeting enterprise security standards.

How quickly does Agreement Signed Task Automation ROI show up?

Most teams see productivity gains within days—fewer manual tasks, faster decisions, better accuracy. Revenue impact (through faster collections, fewer errors, better compliance) typically follows within the first billing cycle.

Partner program

Become a V7 Go Project Management Partner

Join our project management partner ecosystem and help your clients automate task triage, progress reporting, and cross-tool project intelligence.