Review Documenso Signing Records with AI

Find documents awaiting signatures and compare the templates used for your agreements.

What to Ask Leina to Do with Documenso

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Search pending envelopes and summarize details for the matching agreements.

Find pending Documenso envelopes matching [agreement topic]. Read their details and summarize the current status of each with its envelope ID.

Get Started with Documenso

  1. Connect Your Account

    Connect a Documenso API token.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Documenso Capabilities

The connection reads Documenso envelopes and templates. Search and detail operations give an assistant the records needed to summarize current document status.

Search and Read Envelopes

Filter documents by status, query, or folder and retrieve individual records.

Inspect Templates

Search template names and read a selected template by its numeric ID.

View All 4 Actions
  • List Envelopes
  • Get Envelope
  • List Templates
  • Get Template

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Frequently Asked Questions

Which document statuses can I review?

Search can filter drafts, pending, completed, rejected, or cancelled envelopes.

How do I find a template?

Give a name or search phrase and optionally a folder. The assistant can list matches and read the selected template.

What information identifies a document?

Use the envelope ID to retrieve a specific document. Template details use a numeric template ID.

Your AI employee for Documenso

Tell Leina what you need in your team chat. Include the source, destination, and expected result.