Docusign Developers Meetup — Bangalore

Hands-on labs, guides, and resources for developers building with Docusign APIs and integrations.

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Overview

This repository contains workshop materials from the Docusign Developers Meetup – Bangalore, covering two progressive workshop modules. Each workshop is self-contained with structured labs, presenter resources, and reference materials.

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Workshops

Workshop 1 Architect AI-Powered Agreement Automation

Use Agentforce and Docusign IAM to automate agreement workflows from your CRM—trigger contract generation from Salesforce, route with Workflow Builder, and apply AI-Assisted Review to reduce manual legal reviews.

Module	Topic
01-Overview	Prerequisites, architecture overview, and workshop orientation
02-Salesforce Docusign Agentforce	Integrating Docusign with Salesforce's Agentforce AI platform
03-Developer-Console	Setting up and navigating the Docusign Developer Console
04-Claude-Docusign-MCP	Connecting Claude AI to Docusign via Model Context Protocol (MCP)
05-Workflow-Builder	Building automated document workflows using the Workflow Builder

Assets & Resources:

• assets/ — Supporting images and media
• resources/ — Reference links, SDKs, and sample demo agreements

Follow modules sequentially. Refer to GLOSSARY.md for terminology reference.

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Workshop 2 Docusign Manage: From Static PDFs to Agentic Workflows

A hands-on session designed for cross-functional teams (procurement, finance, legal, operations) and technical builders (developers and architects). It covers transforming static PDF documents into intelligent, agentic workflows using Docusign Manage.

Session Structure:

File	Purpose
index.html	Workshop landing page with navigation
1_Run_of_Show.html	Presenter agenda with timing and narrative framing
2_Hands_on_Flow.html	Step-by-step lab exercise
SPEAKER_NOTES.md	Presenter guidance and talking points
Docusign_Manage_Workshop_RunOfShow.xlsx	Detailed run sheet with timing

Lab Flow:

1. CLI Authentication — Log in via the Docusign Agreement CLI (ds command)
2. Bulk Upload — Ingest documents in bulk into Docusign Manage
3. Field Extraction — Extract structured data using Docusign Navigator / Agreement Manager
4. MCP Integration — Connect Docusign to Copilot Studio via Model Context Protocol
5. Agent Studio Demo — Showcase agentic workflow automation end-to-end

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Repository Structure

developers-meetup-blr/
├── Workshop-1/
│   ├── 01-Overview/
│   ├── 02-Salesforce Docusign Agentforce/
│   ├── 03-Developer-Console/
│   ├── 04-Claude-Docusign-MCP/
│   ├── 05-Workflow-Builder/
│   ├── assets/
│   ├── resources/
│   └── Readme.md
├── Workshop-2/
│   ├── assets/                  # Brand assets (logos, DSIndigo typeface)
│   ├── workshop-resources/
│   ├── index.html
│   ├── 1_Run_of_Show.html
│   ├── 2_Hands_on_Flow.html
│   ├── SPEAKER_NOTES.md
│   ├── Docusign_Manage_Workshop_RunOfShow.xlsx
│   ├── .nojekyll
│   └── READMe.md
├── GLOSSARY.md
└── README.md

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Key Technologies Covered

• Docusign eSignature API — Electronic signature collection and envelope management
• Docusign Agreement Manager — AI-powered data and field extraction from agreements
• Docusign Workflow Builder — Visual automation tool for document routing
• Docusign Agreement CLI — Command-line tool (ds) for agreement type configuration and bulk ingestion
• Docusign Agentforce Integration — Salesforce's autonomous AI agent platform
• Model Context Protocol (MCP) — Standard for connecting AI models (Claude, Copilot Studio) to Docusign
• OAuth 2.0 — Authorization standard for Docusign integrations

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Glossary

A comprehensive terminology reference is available in GLOSSARY.md, covering key terms such as Agentforce, CLM, Envelope, Agreement Manager (Formerly Navigator), OAuth 2.0, Webhooks, Workflow Builder (Formerly Maestro), and more.

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Resources

• Docusign Developer Center
• Docusign Agreement CLI Docs
• Model Context Protocol
• Docusign Sandbox / Demo Account

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