Post-signature admin task automation

Introduction

This repository models a post-signature admin task automation workflow, built using the Docusign Maestro workflow builder, Web Forms, and Maestro API.

After obtaining a signed agreement, there are administrative tasks that must be completed for every agreement such as:

• Kickoff emails.
• Internal stakeholders notifications.
• Project page and repo creation.
• Onboarding.

Commonly, these tasks lists are repetitive, templated, and time-consuming. This project models a simple, scalable, and adaptable workflow as a potential solution to automate and expedite these tasks.

Detailed README files for each portion of this project can be found here:

• Workflow import
• Web Form import
• Server
• Notion integration

Architecture

1. Authenticates with Docusign
2. Calls getWorkflowTriggerRequirements
3. Reads:
   • trigger_http_config.url
   • trigger_input_schema
4. Builds trigger_inputs
5. Triggers the workflow instance
6. Prints the instance_url

Prerequisites

• Docusign developer account
• Node.js and npm

Additionally, a Maestro workflow in your account that:

• Is published
• Uses the "From an API call"**" start method
• Defines trigger inputs (e.g. startDate, workflowBuilder, etc.)

Note: You can upload the workflow-zip.zip folder to your Docusign account to bypass this requirement.

Installation Steps

1. Install dependencies

   npm install

2. Configure environment variables Copy example.env to /server/.env.

   cd server
   cp .env.example .env

   and set these values:

   • DS_CLIENT_ID=YOUR_INTEGRATION_KEY
   • DS_CLIENT_SECRET=YOUR_SECRET
   • DS_ACCOUNT_ID=YOUR_ACCOUNT_ID
   • MAESTRO_WORKFLOW_ID=YOUR_WORKFLOW_ID
   • DEVELOPER_NAME=Your Name
   • DEVELOPER_EMAIL=your@email.com
   • WORKFLOW_BUILDER_EMAIL=your@email.com
   • WORKFLOW_PREPARER_EMAIL=your@email.com

3. Start the server

   node server.js

4. Open a browser to http://localhost:4000