Docusign Trainer Tips: Automate Agreement Desk tasks with Docusign Maestro

Did you know that you can use a Maestro workflow to automatically update your Agreement Desk request? Updates to the request like assigning an owner, a status, a due date, and sharing the request are necessary but tedious. Using a Maestro workflow can help to take out some of the manual and time consuming effort involved in keeping your request up to date.  

In this video, a Docusign Product Trainer will go over how to initiate a Maestro workflow from an Agreement Desk request creation and some of the updates that can be made to the request automatically.

Key Take-aways:

• Learn about how to initiate a Maestro workflow from an request creation
• Review how to configure steps to automatically update the request 

Get more related information by accessing the support content below:

• (Support Center) Learn about Docusign Maestro
• (DSU ) Get Started with Docusign Maestro
• (DSU ) Get Started with Agreement Desk

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