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Connect Docusign to ChatGPT

Give ChatGPT governed access to Docusign’s 30 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Set up

Add Docusign to ChatGPT in four steps

Admins approve the server once. Everyone in ChatGPT then gets it through the same governed connection.

  1. 1

    Approve Docusign in Runlayer

    Add Docusign from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect ChatGPT to Runlayer

    Admins publish the Runlayer Plugin and its skill to the whole ChatGPT organization. With direct tool listing turned on for your deployment, Docusign’s 30 tools show up in ChatGPT’s own tool list.

    ChatGPT setup guide
  3. 3

    Sign in to Docusign

    Each user signs in to Docusign with OAuth. Runlayer keeps the tokens out of the client’s configuration.

  4. 4

    Use Docusign from ChatGPT

    Docusign’s approved tools appear in ChatGPT. Every call is checked against policy and recorded.

Tools

30 Docusign tools in ChatGPT

Runlayer policy decides which of these ChatGPT users can call. 14 read data only and 6 can change or delete data.

  • Cancel workflow instance

    Cancel a running workflow instance.

  • Create envelope

    Creates a new Docusign envelope from an EXISTING Docusign template or from documents provided via a remote URL.

  • Create envelope from template

    PRIMARY TOOL for sending Docusign agreements or envelopes for signature using templates.

  • Get account

    Retrieve account information for a specific eSign account.

  • Get agreement details

    Retrieve detailed information about a specific agreement

  • Get agreement filter skill

    REQUIRED BEFORE A FILTERED getAllAgreements CALL: Call this skill before constructing the filter.

  • Get all agreements

    Retrieves agreements for a Docusign account.

  • Get clm workflow definitions

    Retrieve workflow definitions for a CLM account.

See all 30 Docusign tools

Control

What Runlayer can see and stop in ChatGPT

Some controls apply to every client at the gateway. Others depend on what ChatGPT exposes to Runlayer.

  • Gateway policy (available)

    Every Docusign call from ChatGPT passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, ChatGPT as the client, the tool, and the policy and scanner decisions.

  • Compliance API import (available)

    OpenAI Compliance Logs Platform imports ChatGPT web chats for review.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for ChatGPT yet, so control happens at the gateway.

Frequently asked questions

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