Connect Signaturely to your AI agent
Signaturely is an electronic signature platform that allows users to sign documents online, offering features like automated signature requests, templates, and integrations with other platforms.
We set up the connection using your own Signaturely account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
What your agent can do in Signaturely
Each one is a real action the agent can take on its own, the same things a person clicking around Signaturely could do. Read-only by default; write actions are confirmed against your policy.
- Create Folder Tool to create a new folder for organizing documents. Use when you need to create a folder structure for document management.
- Get Current User Tool to get the current authenticated user information. Use this to retrieve account details including email, name, role, status, and avatar URL.
- Get Folder Tool to get folder information by ID. Use when you need to retrieve details about a specific folder including its subfolders and documents count.
- Get Recent Document Tool to retrieve the most recent sent or completed document. Use when you need to fetch the latest document of a specific type (sent or completed).
- List Documents Tool to list all documents. Use after authenticating to retrieve documents with optional filters and pagination.
- List Folders Tool to get list of folders for documents. Use to retrieve all folders for organizing documents.
- List Team Members Tool to list all team members in the Signaturely account. Returns team users with their account types and roles (Owner, Admin, User).
- Rename Folder Tool to rename a folder via API call. Use when you need to update the title of an existing folder.
- Search Templates or Documents Tool to search for templates or documents by matching text. Use when you need to find specific templates or documents by name or text content.
How we connect it
- 1
Connect your account
You create a key in Signaturely, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Signaturely questions, answered.
Ready to put Signaturely to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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