DocuSign
Chat connectors integration
Yes. Connecting DocuSign lets the Obsidian AI chat look up envelopes and send agreements using your DocuSign account.
What the DocuSign integration does
Connecting DocuSign to Obsidian brings agreements into the AI chat. Ask about an envelope, check who has signed, or send a document for signature without leaving Obsidian. Each adviser connects their own DocuSign account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“Has the Smith household signed the latest suitability agreement?”
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“Create a DocuSign envelope for this meeting note.”
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“List envelopes waiting for signature.”
How it works
Obsidian connects to your DocuSign account via OAuth. Once authorised, DocuSign tools appear in the AI chat. Disconnect at any time from Playbook → Apps.
How to connect
- 1
Go to Playbook → Apps in Obsidian.
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Find DocuSign and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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DocuSign tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect DocuSign.
Frequently asked questions
FAQ
Yes. Connecting DocuSign lets the Obsidian AI chat use DocuSign's tools from your adviser workflow.
You can ask the AI chat about envelopes, signers, and sending a document for signature.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to DocuSign. You'll be redirected to authorise access via OAuth. No passwords are stored.
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