Does the Xodo Sign agent actually execute tasks?

Yes. It does not just suggest actions; it executes them across Xodo Sign and your other connected apps, such as updating Salesforce or saving files to Google Drive.

How is this different from native Xodo Sign features?

Native features handle the signing interface. DoMyWork connects Xodo Sign to your entire tech stack, allowing it to perform cross-app actions like CRM updates and automated follow-ups.

Is this better than Zapier for Xodo Sign?

Zapier requires you to build rigid, step-by-step logic. DoMyWork lets you describe the task in plain English, and the agent figures out the steps across apps.

Can the Xodo Sign agent work autonomously?

Yes, you can set up agents on autopilot to watch for new signatures or document events and trigger actions, such as moving files or updating records, without any manual input.

Is my contract data safe?

DoMyWork uses secure, encrypted connections to interact with your Xodo Sign account. We only access the data required to complete the specific tasks you assign.

Can the agent connect Xodo Sign to multiple apps at once?

Absolutely. You can instruct the agent to take data from a signed Xodo Sign document and simultaneously update your CRM, notify your team in Slack, and archive the file in cloud storage.

AI Agent for Xodo Sign

Prepare, send, and track your signature requests automatically. DoMyWork AI agents work with Xodo Sign and 1,500+ apps to turn pending documents into finalised agreements.

Find all unsigned contracts from last week and send a polite reminder

Extract data from signed invoices and add to Google Sheets

Draft a new NDA for [Client Name] and send for signature

Check which sales agreements are still pending and update Salesforce

Summarise the key terms of the last 5 signed contracts

Flag any contracts that missed the 3-day signing window

Agent for

Xodo Sign

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your pending documents into finalised agreements today

Send reminders, extract data from signed files, update your CRM, and flag overdue requests.

12 reminders sent via Xodo Sign

Catch up on every sales agreement that nobody signed yet

"Scan my Xodo Sign account for all pending sales agreements from the last 7 days. Draft a personal follow-up email in Gmail for each signer, then post a status update to my #sales-updates channel in Slack."

Send Message

Update Salesforce with signed deal values

"Find all recently signed contracts in Xodo Sign, extract the total contract value, and update the corresponding opportunity in Salesforce."

Send Message

Send new NDAs to prospects

"Look at my 'Hot Leads' list in Google Sheets, draft an NDA in Xodo Sign for each, and send them out for signature."

Send Message

Flag high-value contracts for priority

"Identify any signed contracts over $10,000 and alert my manager in Slack with a link to the file."

Send Message

Clean up expired signature requests

"Cancel all signature requests older than 30 days and notify the relevant account owners via email."

Send Message

Got a different task in mind? Describe it

Send Message

Review all signed vendor contracts

"Find all vendor contracts signed this month, extract the renewal date, and add them to my Google Calendar."

Send Message

Organise signed files into folders

"Check for new signed documents in Xodo Sign and move them to the correct client folder in Google Drive."

Send Message

Check for missing signatures on internal forms

"Review all internal policy documents in Xodo Sign and list which employees have not yet signed."

Send Message

Summarise contract terms for legal

"Read the last 10 signed contracts and create a summary table of liability clauses in a new Google Doc."

Send Message

Audit document completion rates

"Calculate the average time to signature for all documents sent last quarter and email the report to the operations team."

Send Message

Got a different task in mind? Describe it

Send Message

Onboard new hires with signed paperwork

"Check if the new hire's offer letter is signed in Xodo Sign, then create a new employee folder in Google Drive."

Send Message

Track employee policy acknowledgements

"Identify which staff members haven't signed the updated handbook and send them a reminder via Slack."

Send Message

Archive completed background checks

"Find all signed background check forms and save them to the secure HR portal."

Send Message

Draft offer letters for new candidates

"Take the candidate details from my recruitment sheet, draft an offer letter in Xodo Sign, and send it for signature."

Send Message

Notify payroll of new signed contracts

"Extract salary details from signed employment contracts and send the data to the payroll team via email."

Send Message

Got a different task in mind? Describe it

Send Message

Match signed invoices to payments

"Extract invoice numbers from signed documents in Xodo Sign and check if they are marked as paid in QuickBooks."

Send Message

Flag contracts with non-standard payment terms

"Review signed contracts for payment terms longer than 60 days and alert the finance lead."

Send Message

Prepare monthly revenue report

"Sum the contract values from all documents signed this month and post the total to the finance Slack channel."

Send Message

Verify signature on expense reports

"Check all signed expense reports for a valid manager signature and flag any missing ones."

Send Message

Archive tax documents

"Find all signed tax forms and ensure they are backed up in the finance archive folder."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Xodo Sign AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Xodo Sign AI Agent

🛸 Autopilot

Act on your signature requests the moment they land — with agents on autopilot

The agents work across your apps 24/7.

They catch new signatures, update your records, and trigger follow-ups before you even open your inbox.

Setting up an autopilot is too easy

Document is signed in Xodo Sign

Describe...

1. Update CRM deals immediately upon signature

WhenDocument is signed in Xodo Sign

Then

Read the signed document, identify the client name, and update the deal stage to 'Closed Won' in Salesforce.

Put on Autopilot

2. Remind signers of expiring documents

WhenEvery Monday at 09:00 AM

Then

Identify any documents sent over 5 days ago that remain unsigned and send a reminder.

Put on Autopilot

3. Notify team of new signed contracts

WhenDocument is signed in Xodo Sign

Then

Post the contract value and client name to the #deals-closed Slack channel.

Put on Autopilot

4. Flag rejected signature requests

WhenDocument is declined in Xodo Sign

Then

Alert the account owner in Slack and create a follow-up task in the CRM.

Put on Autopilot

5. Log contract renewal dates

WhenDocument is signed in Xodo Sign

Then

Extract the renewal date and add a reminder to the sales team's calendar.

Put on Autopilot

1. Organise files as they are signed

WhenDocument is signed in Xodo Sign

Then

Download the signed PDF and save it to the 'Signed Contracts' folder in Google Drive.

Put on Autopilot

2. Validate document data

WhenDocument is signed in Xodo Sign

Then

Check if the document contains all required fields; if not, notify the operations manager.

Put on Autopilot

3. Track document completion speed

WhenDocument is signed in Xodo Sign

Then

Record the time taken to sign in a Google Sheet for performance analysis.

Put on Autopilot

4. Backup signed files to cloud storage

WhenDocument is signed in Xodo Sign

Then

Upload a copy of the signed file to Dropbox for long-term storage.

Put on Autopilot

5. Weekly document summary

WhenEvery Friday at 04:00 PM

Then

Compile a list of all documents signed this week and email it to the team.

Put on Autopilot

1. Onboard new hires automatically

WhenDocument is signed in Xodo Sign

Then

Trigger the onboarding email sequence in your email marketing tool once the contract is signed.

Put on Autopilot

2. Alert HR of policy compliance

WhenDocument is signed in Xodo Sign

Then

Update the employee status in your HR portal to 'Compliant'.

Put on Autopilot

3. Send welcome packets after signing

WhenDocument is signed in Xodo Sign

Then

Send a welcome email to the new hire with their signed contract attached.

Put on Autopilot

4. Flag incomplete onboarding forms

WhenEvery Wednesday at 10:00 AM

Then

List all new hires who have not signed their offer letters.

Put on Autopilot

5. Archive employee records

WhenDocument is signed in Xodo Sign

Then

Move the signed document to the employee's secure HR file.

Put on Autopilot

1. Sync invoice data to accounting

WhenDocument is signed in Xodo Sign

Then

Extract the invoice total and create a new bill in QuickBooks.

Put on Autopilot

2. Flag high-value invoices for approval

WhenDocument is signed in Xodo Sign

Then

If the invoice exceeds $5,000, send an approval request to the CFO via Slack.

Put on Autopilot

3. Update payment status

WhenDocument is signed in Xodo Sign

Then

Mark the invoice as 'Pending Payment' in your accounting software.

Put on Autopilot

4. Notify finance of new vendor contracts

WhenDocument is signed in Xodo Sign

Then

Post the vendor details and contract value to the finance email inbox.

Put on Autopilot

5. Archive tax forms

WhenDocument is signed in Xodo Sign

Then

Upload the signed tax form to the secure tax archive folder.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Xodo Sign

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

New Client Agreement Playbook

FormCollect data with form

1. Enter Client Details

Enter Client Details

Fill fields below 👇

Client Name *

Company *

Service Terms *

AI AgentExecute agent from playbook

2. Draft Agreement

Agent

Draft a contract for {{Client Name}} at {{Company}} with {{Service Terms}}.

Complete in a clickSend data to 1500+ apps

3. Send for Signature

Send DocumentinXodo Sign

4. Log in Salesforce

Update RecordinSalesforce

New Client Agreement Playbook

Draft and send a custom client agreement in one click.

Clone This Playbook

Contract Renewal Playbook

Automate the renewal process for existing clients.

Clone This Playbook

NDA Request Playbook

Quickly send NDAs to new prospects.

Clone This Playbook

Proposal Follow-up Playbook

Send follow-up emails for pending proposals.

Clone This Playbook

Contract Amendment Playbook

Process contract changes.

Clone This Playbook

Vendor Onboarding Playbook

Onboard new vendors.

Clone This Playbook

Document Archiving Playbook

Archive signed documents.

Clone This Playbook

Compliance Audit Playbook

Audit document signatures.

Clone This Playbook

Policy Update Playbook

Send updated policies.

Clone This Playbook

Meeting Minutes Playbook

Send minutes for sign-off.

Clone This Playbook

New Hire Offer Playbook

Send offer letters.

Clone This Playbook

Employee Handbook Playbook

Send handbook for signature.

Clone This Playbook

Background Check Playbook

Send background check forms.

Clone This Playbook

Leave Request Playbook

Send leave form.

Clone This Playbook

Exit Interview Playbook

Send exit form.

Clone This Playbook

Invoice Approval Playbook

Send invoices for approval.

Clone This Playbook

Expense Report Playbook

Send expense report for sign-off.

Clone This Playbook

Tax Form Playbook

Send tax form for signature.

Clone This Playbook

Audit Document Playbook

Send audit file.

Clone This Playbook

Purchase Order Playbook

Send PO for signature.

Clone This Playbook

1500+ App Integrations

Connect Xodo Sign + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

Document is signed in Xodo Sign

Then

Recurring Work on autopilot

Autopilot

Contract Signing Flow

Enter document details

Prepare and send

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Xodo Sign

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Xodo Sign AI Agent

It is an autonomous agent that handles your document signing tasks, from preparing contracts and sending requests to tracking signatures and updating your CRM.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Xodo Sign

Turn your pending documents into finalised agreements today

Catch up on every sales agreement that nobody signed yet

Update Salesforce with signed deal values

Send new NDAs to prospects

Flag high-value contracts for priority

Clean up expired signature requests

Got a different task in mind? Describe it

Review all signed vendor contracts

Organise signed files into folders

Check for missing signatures on internal forms

Summarise contract terms for legal

Audit document completion rates

Got a different task in mind? Describe it

Onboard new hires with signed paperwork

Track employee policy acknowledgements

Archive completed background checks

Draft offer letters for new candidates

Notify payroll of new signed contracts

Got a different task in mind? Describe it

Match signed invoices to payments

Flag contracts with non-standard payment terms

Prepare monthly revenue report

Verify signature on expense reports

Archive tax documents

Got a different task in mind? Describe it

How Does a Xodo Sign AI Agent Work

Act on your signature requests the moment they land — with agents on autopilot

1. Update CRM deals immediately upon signature

2. Remind signers of expiring documents

3. Notify team of new signed contracts

4. Flag rejected signature requests

5. Log contract renewal dates

1. Organise files as they are signed

2. Validate document data

3. Track document completion speed

4. Backup signed files to cloud storage

5. Weekly document summary

1. Onboard new hires automatically

2. Alert HR of policy compliance

3. Send welcome packets after signing

4. Flag incomplete onboarding forms

5. Archive employee records

1. Sync invoice data to accounting

2. Flag high-value invoices for approval

3. Update payment status

4. Notify finance of new vendor contracts

5. Archive tax forms

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

New Client Agreement Playbook

Contract Renewal Playbook

NDA Request Playbook

Proposal Follow-up Playbook

Contract Amendment Playbook

Vendor Onboarding Playbook

Document Archiving Playbook

Compliance Audit Playbook

Policy Update Playbook

Meeting Minutes Playbook

New Hire Offer Playbook

Employee Handbook Playbook

Background Check Playbook

Leave Request Playbook

Exit Interview Playbook

Invoice Approval Playbook

Expense Report Playbook

Tax Form Playbook

Audit Document Playbook

Purchase Order Playbook

Connect Xodo Sign + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Xodo Sign AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Xodo Sign AI Agent