Relay is a workflow automation tool for running and automating recurring operational playbooks. With Relay, you can make sure that things get done well and on time, every time.
Relay integrates with DocuSign and other tools you’re already using to automate repetitive tasks, meaning less work for your team, and more consistent results. Relay makes it easy to keep your team involved in workflows that need a human touch.
Find the DocuSign entry and click Connect
Check out our getting started guide to learn more about Relay’s core concepts & get started with your first playbook.
The following DocuSign automations are available in Relay:
This automation lets you send an envelope using one of your DocuSign templates. You can customize the email subject and body (or leave them empty to rely on the template defaults) — and the Add fields section lets you configure signing roles and other custom fields.
This automation exports a DocuSign envelope as a combined PDF, and makes it available for use elsewhere in the playbook as a Relay file variable.