Power Automate can be used at many stages of the document lifecycle. We are mostly using Power Automate after the document is signed. Here are the functionalities we implement:

• Document Storage and Archival
• Update Records in Databases and CRMs
• Generate Follow-Up Tasks from other applications
• Data Extraction and Analysis

Thank you John, this has been helpful.  I have a few additional questions.  As a background, I’m the DocuSign admin here, but came from IT in Healthcare.  So I understand the IT side really well, I’m still learning the banking side of things.  I apologize if some of these questions are menial.

• Are you archiving the documents in SharePoint or another application?  
• What are you using as your CRM (we use Salesforce)?
• What types of fields are you updating with Power Automate?
• What types of follow-up tasks are you generating and in which apps?

Thanks in advance for your help, it’s much appreciated!

Lindsay 

Hi Lindsay - Happy to help.  I am an experienced DocuSign Admin with nearly a decade of expertise in Financial Services and Staffing.  I currently managing DocuSign integrations and workflows, while actively resolving user issues and optimizing document management processes.

• Archiving completed envelopes in SharePoint and OpenText. I have also used OnBase
• We use Salesforce too.
• We update fields such as signer information, status updates, and document metadata.
• For follow-up tasks, we are generating notifications, reminders, and task assignments in applications like Microsoft Teams, Outlook, and SharePoint.

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