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DocuSign + OpenAI Integrations

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Connect DocuSign to OpenAI
Example workflows
Inspirational workflows
Triggers and actions
DocuSign + your other apps
OpenAI + your other apps
Related blog posts
FAQ

DocuSign + OpenAI integrations

Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Preview of Incorporate AI processing of images, audio, or text with OpenAI in your workflows

Preview of Enhance your workflow with AI steps powered by OpenAI.

Preview of Extract information from any file using the AI extract step.

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Incorporate AI processing of images, audio, or text with OpenAI in your workflows

Enhance your workflow with AI steps powered by OpenAI.

Extract information from any file using the AI extract step.

Overview

Connect DocuSign to OpenAI in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between DocuSign, OpenAI, and many other popular SaaS applications.

Check below for example workflows using DocuSign and OpenAI, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example DocuSign + OpenAI workflows

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Automatically generate an image using DALL·E in OpenAI for each envelope added in DocuSign

Try it

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Transcribe audio automatically in OpenAI for each envelope added in DocuSign

Try it

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Synthesize text to speech automatically in OpenAI for each envelope added in DocuSign

Try it

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Automatically extract with GPT-4.1 Mini in OpenAI for each envelope added in DocuSign

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Summarize with GPT-4.1 Mini automatically in OpenAI for each envelope added in DocuSign

Inspirational workflows

Visit the template gallery ➔

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

OpenAI Actions

Classify

category_search

Classify with GPT-4.1

category_search

Classify with GPT-4.1 (with search)

category_search

Classify with GPT-4.1 Mini

category_search

Classify with GPT-4.1 Mini (with search)

category_search

Classify with o3

category_search

Classify with o4-mini

Custom prompt

forum

Prompt GPT-4.1

forum

Prompt GPT-4.1 (with search)

forum

Prompt GPT-4.1 Mini

forum

Prompt GPT-4.1 Mini (with search)

forum

Prompt o3

forum

Prompt o4-mini

Extract

manage_search

Extract with GPT-4.1

manage_search

Extract with GPT-4.1 (with search)

manage_search

Extract with GPT-4.1 Mini

manage_search

Extract with GPT-4.1 Mini (with search)

manage_search

Extract with o3

manage_search

Extract with o4-mini

Extract from website

web

Extract from website with GPT-4.1

web

Extract from website with GPT-4.1 (with search)

web

Extract from website with GPT-4.1 Mini

web

Extract from website with GPT-4.1 Mini (with search)

web

Extract from website with o3

web

Extract from website with o4-mini

Summarize

summarize

Summarize with GPT-4.1

summarize

Summarize with GPT-4.1 (with search)

summarize

Summarize with GPT-4.1 Mini

summarize

Summarize with GPT-4.1 Mini (with search)

summarize

Summarize with o3

summarize

Summarize with o4-mini

Translate

translate

Translate with GPT-4.1

translate

Translate with GPT-4.1 (with search)

translate

Translate with GPT-4.1 Mini

translate

Translate with GPT-4.1 Mini (with search)

translate

Translate with o3

translate

Translate with o4-mini

Write text

edit_document

Write text with GPT-4.1

edit_document

Write text with GPT-4.1 (with search)

edit_document

Write text with GPT-4.1 Mini

edit_document

Write text with GPT-4.1 Mini (with search)

edit_document

Write text with o3

edit_document

Write text with o4-mini

Other

image

Generate an image using DALL·E

magic_button

Synthesize text to speech

magic_button

Transcribe audio

OpenAI Triggers

No OpenAI triggers yet

Request trigger

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + OpenAI integration

Select a trigger in DocuSign

Select an action in OpenAI

Create your workflow

Connect DocuSign to your other apps

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FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect DocuSign to OpenAI with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in DocuSign or OpenAI to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and OpenAI to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting DocuSign to OpenAI?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and OpenAI—give it a try and let us know what you think.

See why people love Relay.app

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via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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