Docusign Trainer Tips: Automate Agreement Desk tasks with Docusign Workflow Builder (formerly Maestro)

Do you feel your Agreement Desk requests require too much manual work? Are you looking to streamline your business processes in IAM so agreement are reviewed, approved and signed faster?  Updating an Agreement Desk request with details like assigning an owner, updating statuses, setting due dates, sharing the request and assigning tasks are necessary but can be tedious. But with the capabilities of the Docusign Workflow Builder, we can help to solve for these issues.

By combining the capabilities of the Agreement Desk with the Docusign Workflow Builder, you can remove many of the manual and time consuming work involved and accelerate your agreement lifecycle!

Here’s how to get started creating a workflow from an Agreement Desk Request:

1. Open the Workflow Builder by going into the Agreements Page and selecting Workflows in the left panel
2. Click Create Workflow in the upper left, then select +Blank Workflow
3. Click Add Workflow Start
4. Choose From an Agreement Desk request in the Select a method dropdown menu
5. Choose a triggering event from the Agreement Desk events option for when you’d like the workflow to start, then set any conditions you wish (such as by selecting a specific Agreement Desk Request Type)
6. Now you can add automated Agreement Desk functionality into your workflow!

In this short video, a Docusign Product Trainer will walk through these steps:

Key Take-aways:

• Learn about how to initiate an IAM Workflow from an Agreement Desk request
• 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 Workflow Builder
• (DSU ) Get Started with Docusign Workflow Builder
• (DSU ) Get Started with Agreement Desk

Continue the Conversation

Have you created or are already using the Docusign Workflow Builder to help manage your Agreement Desk Requests?  Share your examples in the comments!