Weekly Docusign contract pipeline report to Slack and Google Sheets

Build me an agent workflow that runs every Monday at 8:00am America/New_York and posts a written contract pipeline report from Docusign into Slack, plus logs headline metrics to a Google Sheet.

Trigger: cron at 8:00am ET on Mondays.

What the agent should do:

1) Call Docusign List Envelopes for the prior 7 days (the previous Monday 00:00 ET through the run time) across all statuses: sent, delivered, completed, declined, voided. Use from_date and to_date filters. Page through results if needed.

2) For every envelope returned with status declined or voided, call Docusign Get Envelope Audit Events on that envelope to capture the decline or void reason and who triggered it.

3) Compute these metrics from the result set: total envelopes sent in the window, total completed, total declined, total voided, median hours from send to completion (only for completed envelopes), the top 3 counterparties by envelope count (use recipient name or email), the total dollar value tied to envelopes that are still pending (sent or delivered, not yet completed) past the median time-to-sign. Read deal value from the envelope amount field or a custom field if the user has configured one. If no value is available, omit the dollar figure and say so.

4) Build a short list of envelopes that need attention this week: any declined or voided envelope from the past week, plus any pending envelope that is high-value or has been outstanding longer than the median. Cap this list at roughly 5 to 8 items so the Slack post stays scannable.

5) Write a narrative Monday-morning recap (not just a table). Lead with the headline counts, then call out what changed week over week if the agent has prior runs to compare against. Cover median time-to-sign, top counterparties, the dollar value tied up in pending envelopes past median, and the attention list with the decline or void reason inline for each one.

6) Post the recap to Slack using Send a Message in the configured channel (default to a revops or legal-ops channel that the user picks at setup). Use Slack mrkdwn for headers and lists. Include envelope IDs or links so people can jump straight to the contract.

7) Append a single row to the configured Google Sheet using Append Values, in this column order: week_start_date, sent, completed, declined, voided, median_hours_to_sign, total_pending_value_usd. This sheet is long-running and is what the team will chart trends from, so write exactly one row per run and never overwrite history.

At setup, ask me for: the Slack channel to post to, the Google Sheet ID and tab name, the timezone (default America/New_York), and which Docusign field holds contract dollar value if it is not the default envelope amount.

Additional information

What does this prompt do?

Pulls every Docusign envelope from the last 7 days, including ones that were sent, completed, declined, or voided.
Writes a plain-English Monday morning recap with counts, median time-to-sign, top counterparties, dollar value tied up in pending envelopes, and a short list of contracts that need attention this week.
For declined or voided contracts, looks up the audit trail so the report can call out why each one fell through.
Posts the recap in your revops or legal Slack channel and appends a single row of headline metrics to a Google Sheet so you can chart the trend over time.

What do I need to use this?

A Docusign account with permission to read envelopes across the team.
A Slack workspace and the channel name where the weekly report should land.
A Google account and a tracking spreadsheet with a row of column headers (sent, completed, declined, voided, median hours to sign, total pending value).

How can I customize it?

Change the schedule. Run it Friday afternoon for a week-in-review instead of Monday morning, or move it off 8am ET.
Swap the Slack channel, or add a second post to a leadership channel with just the headline numbers.
Tune what counts as needing attention this week. By default it surfaces high-value pending contracts and anything declined or voided, but you can scope it to a specific counterparty, deal size, or contract type.

Frequently asked questions

Does this work with Docusign's free or developer accounts?

It works with any paid Docusign plan that lets you read envelopes across your account. Free trial and developer sandboxes work for testing, but production reporting needs a real Docusign business plan.

Will it pick up envelopes sent by other people on my team?

Yes, as long as the Docusign user you connect has visibility into the team's envelopes. If you only see your own envelopes in Docusign today, the report will only cover yours. Connect with an admin account to capture the whole team.

Can I change which Slack channel the report posts to?

Yes. The channel is one of the first things you configure. Most teams point it at a revops, legal-ops, or contracts channel. You can also send it as a direct message to a single person.

What goes into the Google Sheet?

One row per week, with the headline numbers: envelopes sent, completed, declined, voided, median hours to sign, and total dollar value still pending. That is enough to build a clean trend chart in the sheet itself.

How does it figure out the dollar value of pending contracts?

It reads the contract value from the Docusign envelope, either from the envelope amount or from a custom field your team uses. If you store deal value somewhere specific, tell the agent which field to use when you set it up.