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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Docusign MCP × Microsoft Copilot Studio — Hands-On Workshop</title>
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</style>
</head>
<body>
<aside class="sidebar">
<div class="sb-brand">
<div class="name">DOCUSIGN</div>
<div class="sub">Participant Handbook: Integrating Docusign IAM with Microsoft Copilot Studio</div>
</div>
<nav>
<div class="sb-section">Getting Started</div>
<a href="#overview"><span class="sb-icon">📋</span> Workshop Overview</a>
<a href="#objectives"><span class="sb-icon">🎯</span> Learning Objectives</a>
<a href="#how-to-use"><span class="sb-icon">📖</span> How to Use This Handbook</a>
<a href="#prereq"><span class="sb-icon">✅</span> Before You Begin</a>
<div class="sb-section">Setup</div>
<a href="#setup-docusign"><span class="sb-icon">📄</span> 1. Docusign Sandbox</a>
<a href="#setup-am"><span class="sb-icon">🗂</span> 2. Upload to Agreement Manager</a>
<a href="#setup-adesk"><span class="sb-icon">📬</span> 3. Agreement Desk</a>
<a href="#setup-workflow"><span class="sb-icon">⚡</span> 4. Import the Workflow</a>
<a href="#setup-templates"><span class="sb-icon">📑</span> 5. Document Templates</a>
<a href="#setup-agent"><span class="sb-icon">🤖</span> 6. Provision the Agent in Copilot Studio</a>
<a href="#setup-mcp"><span class="sb-icon">🔌</span> 7. Add MCP Tools to Your Agent</a>
<a href="#setup-verify"><span class="sb-icon">✅</span> 8. Verify Setup</a>
<div class="sb-section">Hands-On Scenarios</div>
<a href="#hands-on-intro"><span class="sb-icon">▶️</span> Use Case</a>
<a href="#scenario-insights"><span class="sb-icon">🔍</span> A. Agreement Insights</a>
<a href="#scenario-orchestration"><span class="sb-icon">🔄</span> B. Workflow Builder Orchestration</a>
<a href="#scenario-hitl"><span class="sb-icon">✍️</span> C. Track Workflow & Agreement Status</a>
<div class="sb-section">Operate</div>
<a href="#publish"><span class="sb-icon">📢</span> Publish to Teams & M365</a>
<div class="sb-section">Reference</div>
<a href="#prompts-library"><span class="sb-icon">📚</span> Sample Prompts Library</a>
<a href="#troubleshooting"><span class="sb-icon">🛠</span> Troubleshooting</a>
</nav>
</aside>
<main class="main">
<div class="hero">
<div class="hero-tag">PARTICIPANT HANDBOOK</div>
<h1>Docusign MCP × Microsoft Copilot Studio<br>Hands-On Workshop</h1>
<p class="sub">Build an agent in Microsoft Copilot Studio using the Docusign MCP Demo connector — powered by Docusign IAM as the agreement layer.</p>
<div class="hero-pills">
<span class="hero-pill">🔌 Docusign MCP Demo</span>
<span class="hero-pill">🔍 Agreement Manager / Iris</span>
<span class="hero-pill">⚡ Workflow Builder</span>
<span class="hero-pill">📝 Agreement Prep</span>
<span class="hero-pill">📬 Agreement Desk</span>
<span class="hero-pill">✍️ eSign</span>
</div>
</div>
<!-- OVERVIEW -->
<section id="overview">
<div class="section-header"><div class="sec-num" style="font-size:18px;">📋</div><h2>Workshop Overview</h2></div>
<div class="card-grid">
<div class="stat-card"><div class="lbl">Duration</div><div class="val">90 min</div><div class="sub"> </div></div>
<div class="stat-card"><div class="lbl">Platform</div><div class="val">Copilot Studio</div><div class="sub">Developer environment · Teams · M365 Copilot</div></div>
<div class="stat-card"><div class="lbl">Platform</div><div class="val">Docusign</div><div class="sub">Agreement Manager · Workflow Builder · Agreement Prep · Agreement Desk · eSign</div></div>
</div>
<p>You'll build an end-to-end experience that shows how the Docusign MCP Demo connector brings agreement context directly into a Microsoft Copilot Studio agent — so users complete real tasks from Teams or M365 Copilot without ever leaving chat.</p>
</section>
<!-- LEARNING OBJECTIVES -->
<section id="objectives">
<div class="section-header"><div class="sec-num">🎯</div><h2>Learning Objectives</h2></div>
<p>By the end of this workshop you will be able to:</p>
<div class="objective-grid">
<div class="obj-card">
<div class="obj-num">OBJECTIVE 1</div>
<div class="obj-title">Use Copilot Studio to build & test agents with Docusign MCP</div>
<div class="obj-desc">One chat, every action — query, decide, execute.</div>
</div>
<div class="obj-card">
<div class="obj-num">OBJECTIVE 2</div>
<div class="obj-title">Unlock contract intelligence on demand</div>
<div class="obj-desc">Surface pricing, dates, clauses, and risk from any contract — instantly — using Docusign Agreement Manager and Iris.</div>
</div>
<div class="obj-card">
<div class="obj-num">OBJECTIVE 3</div>
<div class="obj-title">Orchestrate workflows and signatures with humans in control</div>
<div class="obj-desc">Trigger Workflow Builder workflows and route envelopes deterministically — with human approvals at the right checkpoints.</div>
</div>
<div class="obj-card">
<div class="obj-num">OBJECTIVE 4</div>
<div class="obj-title">Walk away with a reusable prompt library</div>
<div class="obj-desc">Take a portable library back to your own accounts and adapt the prompts to your customers.</div>
</div>
</div>
</section>
<!-- HOW TO USE -->
<section id="how-to-use">
<div class="section-header"><div class="sec-num">📖</div><h2>How to Use This Handbook</h2></div>
<p>This handbook is designed to be self-paced and self-contained. You can follow it during a facilitated session or work through it independently.</p>
<table>
<tr><th>Element</th><th>What it means</th></tr>
<tr><td><span class="badge badge-green">Setup</span></td><td>One-time configuration steps — do these before the scenarios</td></tr>
<tr><td><span class="badge badge-blue">Scenario</span></td><td>A hands-on exercise. Read the story, then run the prompts in order.</td></tr>
<tr><td><span class="badge badge-purple">Prompt block</span></td><td>Copy-paste-ready prompt. Click the <strong>Copy</strong> button in the top-right.</td></tr>
</table>
</section>
<!-- BEFORE YOU BEGIN -->
<section id="prereq">
<div class="section-header"><div class="sec-num">✅</div><h2>Before You Begin — Prerequisites</h2></div>
<p>Work through this checklist before the session. Most items take 5 minutes each.</p>
<h3>Prerequisites</h3>
<ul class="checklist">
<li><strong>Microsoft 365 / Copilot Studio environment</strong> — use your existing environment, or provision a trial environment via <a href="https://microsoft.github.io/agent-academy/recruit/00-course-setup/" target="_blank">Trial Environment Setup, Steps 1–4</a>.</li>
<li><strong>Docusign developer account</strong> — use your existing demo account, or create one at <a href="https://developers.docusign.com/" target="_blank">developers.docusign.com</a> (free, non-expiring, demo only).</li>
<li><strong>Docusign Demo URL bookmarked</strong> — <a href="https://apps-d.docusign.com" target="_blank">apps-d.docusign.com</a>.</li>
<li><strong>Download workshop kit</strong> — sample agreements, workflow, document templates, and other supporting files from <a href="https://github.com/docusign/PSA/blob/cb7c540840462cfbe06503dc534628d5f1c0a79a/Workshop%20Kit%20-%20Docusign.zip" target="_blank">here</a>.</li>
</ul>
<div class="callout callout-amber">
<div class="callout-icon">⚠️</div>
<div>
<strong>Sample exercise — demo data only</strong>
<p>This is a sample exercise with synthetic / mock data. Use only with Docusign Developer / Demo accounts — do not use Production accounts for this exercise.</p>
<p style="margin-top:8px;">The <strong>Docusign MCP Demo</strong> connector is intended for demo environments only.</p>
</div>
</div>
</section>
<!-- SETUP 1: DOCUSIGN SANDBOX -->
<section id="setup-docusign">
<div class="section-header"><div class="sec-num">1</div><h2>Set Up Your Docusign Sandbox</h2></div>
<p>Log into your Docusign demo / developer account at <a href="https://apps-d.docusign.com" target="_blank"><strong>apps-d.docusign.com</strong></a>. This is separate from any Production account.</p>
<div class="callout callout-teal" style="margin-top:18px;">
<div class="callout-icon">🛠</div>
<div>
<strong>Next: three quick setup tasks</strong>
<p style="margin-top:6px;">To finish preparing your account, you'll:</p>
<ol style="margin:6px 0 0 22px;padding:0;line-height:1.7;">
<li>Upload sample agreements.</li>
<li>Import the workflow as a ZIP file.</li>
<li>Validate the document template exists.</li>
</ol>
<p style="margin-top:8px;">All files are in the workshop kit.</p>
</div>
</div>
</section>
<!-- SETUP 2: AGREEMENT MANAGER -->
<section id="setup-am">
<div class="section-header"><div class="sec-num">2</div><h2>Upload Sample Agreements to Agreement Manager</h2></div>
<p>In the <strong>Agreements</strong> tab, go to <strong>Completed</strong> in the left navigation, and upload the sample agreements provided in the workshop kit.</p>
<p>Wait a few minutes for AI processing to complete before moving on.</p>
</section>
<!-- SETUP 3: AGREEMENT DESK -->
<section id="setup-adesk">
<div class="section-header"><div class="sec-num">3</div><h2>Configure Agreement Desk</h2></div>
<p>In the <strong>Agreements</strong> tab, go to <strong>Requests</strong> in the left navigation and turn on <strong>Agreement Desk</strong>. In <strong>Agreement Desk Settings</strong>, copy the email address — you'll reference it later when routing the renewal workflow.</p>
<p>Agreement Desk has more configurations available — request types, agent settings, routing rules — but these are <strong>out of scope</strong> for this exercise.</p>
</section>
<!-- SETUP 4: WORKFLOW -->
<section id="setup-workflow">
<div class="section-header"><div class="sec-num">4</div><h2>Import the Workflow</h2></div>
<p>In the <strong>Agreements</strong> tab, go to <strong>Workflows</strong> in the left navigation and <strong>import the workflow</strong> provided in the workshop kit. You can build one from scratch, but the import is provided for quick reference and testing.</p>
<p>Once imported, <strong>edit the workflow</strong> and update the Agreement Desk routing email ID as needed. Then <strong>Save</strong>, <strong>Review</strong>, and <strong>Publish</strong>.</p>
<div class="callout callout-amber">
<div class="callout-icon">⚠️</div>
<div>
<strong>Workflow must be Published, not Draft</strong>
<p>The agent can only trigger published workflows through the Docusign MCP Demo connector.</p>
</div>
</div>
</section>
<!-- SETUP 5: TEMPLATES -->
<section id="setup-templates">
<div class="section-header"><div class="sec-num">5</div><h2>Validate Document Templates</h2></div>
<p>In the <strong>Templates</strong> tab, go to <strong>Document Templates</strong> in the left navigation and confirm the template used in the workflow is available. If it is not, import it from the workshop kit.</p>
<p>This template is what the workflow will use to generate the Order Form envelope.</p>
</section>
<!-- SETUP 6: PROVISION AGENT -->
<section id="setup-agent">
<div class="section-header"><div class="sec-num">6</div><h2>Provision the Agent in Copilot Studio</h2></div>
<p>With the Docusign sandbox ready, create a new blank agent in Copilot Studio, configure orchestration, and paste in the agent description and system instructions.</p>
<div class="steps">
<div class="step"><div class="step-body">
<strong>Sign in to Copilot Studio</strong>
<p>Go to <a href="https://copilotstudio.microsoft.com" target="_blank">copilotstudio.microsoft.com</a>. Use the environment switcher (top-right) to select your environment as needed. If you are on the new copilot studio UI, please toggle the new experience off from the top right.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Create a blank agent</strong>
<p>Select <strong>Agents</strong> → <strong>+ Create blank agent</strong> (top-right). Name your agent <code>Sales Agent</code>, leave <strong>Agent Settings</strong> as-is, and click <strong>Create</strong>.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Turn on generative orchestration</strong>
<p>Once the agent is created, click <strong>Settings</strong> (top-right, next to <strong>Publish</strong>). Navigate to the <strong>Generative AI</strong> tab from the left navigation. Under <strong>Orchestration</strong>, find <em>Use generative AI orchestration for your agent's responses?</em> and set it to <strong>Yes — Responses will be dynamic, using available tools and knowledge as appropriate</strong>. Click <strong>Save</strong> if you made any updates, then close the settings dialog.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Add the agent description</strong>
<p>From the <strong>Overview</strong> tab of your agent, click <strong>Edit</strong> and paste the description below. Click <strong>Save</strong>.</p>
<div class="master-prompt">
<div class="mp-header">
<span>▶️ Agent description — paste into the Description field</span>
<button class="copy-btn" onclick="copyBlock(this,'agentDesc')" style="font-size:12px;padding:4px 14px;">Copy</button>
</div>
<div class="mp-body" id="agentDesc">Sales agent that uses the Docusign MCP Demo connector to act on agreements, envelopes, templates, workflows etc. — for Account Executives managing renewals and contract workflows.</div>
</div>
</div></div>
<div class="step"><div class="step-body">
<strong>Select the agent model</strong>
<p>From the <strong>Overview</strong> tab, select your agent's model based on your preference.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Edit Instructions and paste the system instructions</strong>
<p>Still on the <strong>Overview</strong> tab, click <strong>Edit</strong> on <strong>Instructions</strong> and paste the block below. Instructions describe the agent's behavior and rules — they ensure consistent, predictable behavior and add guardrails to the agent. Click <strong>Save</strong>.</p>
<div class="master-prompt">
<div class="mp-header">
<span>▶️ System instructions — paste into the Instructions field</span>
<button class="copy-btn" onclick="copyBlock(this,'sysInstr')" style="font-size:12px;padding:4px 14px;">Copy</button>
</div>
<div class="mp-body" id="sysInstr">You are the Sales Agent for Account Executives at Fontara, a B2B SaaS company. The AE manages a portfolio of customer accounts. Fontara's flagship product is Fontara Operate, sold at a list price of $1,430 per seat per year.
You help the AE complete all agreement tasks — getting insights from agreements, tracking envelopes and/or recipients information, sending reminders, using templates to create agreements, triggering workflows, etc. — using the Docusign MCP Demo connector. Treat Docusign as the source of truth for any live agreement, envelope, renewal, pricing, or clause question.
Behavior rules
1. Prefer Docusign MCP tools. For any question about envelopes, recipients, templates, signers, agreements, renewals, clauses, or signing status, call the Docusign MCP Demo tool. Never answer from training data or prior chat context for live Docusign state.
2. Use Docusign default account unless otherwise specified.
3. Workflow Builder before eSign. When sending an agreement, always check for an available published Workflow Builder workflow first and use it if one applies. Fall back to a direct envelope from an eSign template only when no suitable workflow exists.
4. Always call the getWorkflowTriggerRequirements tool before initiating the triggerWorkflow tool by passing the correct workflow id. Call List workflows if required to fetch the correct workflow id. Ask the user for all inputs before triggering the workflow.
5. Never fabricate data. If a field is not returned by a Docusign MCP tool, say so explicitly. Do not invent envelope IDs, recipient emails, statuses, dates, dollar amounts, or clause text.
6. Ask one clarifying question when required parameters are missing.
7. Response format. Keep responses brief, accurate, and visually scannable:
- Lead with a one-line summary, then the detail.
- Use visual indicators — ✅ in place / compliant · ⚠️ at-risk · 🔴 missing or non-compliant · 🕐 pending.
- Show calculation workings before any final dollar figure.
- Use HTML formatting to make the responses easy to read.</div>
</div>
</div></div>
</div>
</section>
<!-- SETUP 7: ADD MCP TOOLS -->
<section id="setup-mcp">
<div class="section-header"><div class="sec-num">7</div><h2>Add MCP Tools to Your Agent</h2></div>
<div class="callout callout-blue">
<div class="callout-icon">🔌</div>
<div>
<strong>Demo connector — not for production</strong>
<p>The <strong>Docusign MCP Demo</strong> connector targets Docusign developer / demo environments.</p>
<p style="margin-top:6px;">Connector reference (full tool list): <a href="https://learn.microsoft.com/en-us/connectors/docusignmcpdemo/" target="_blank">learn.microsoft.com/en-us/connectors/docusignmcpdemo/</a>.</p>
<p style="margin-top:6px;">Docusign's Copilot Studio integration guide: <a href="https://developers.docusign.com/platform/mcp-server/microsoft-copilot/" target="_blank">developers.docusign.com/platform/mcp-server/microsoft-copilot/</a>.</p>
</div>
</div>
<div class="steps">
<div class="step"><div class="step-body">
<strong>Open the Tools tab</strong>
<p>From your agent's top navigation, navigate to the <strong>Tools</strong> tab and click <strong>+ Add a tool</strong>.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Select Model Context Protocol</strong>
<p>In the tool picker, select <strong>Model Context Protocol</strong>.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Search for Docusign MCP Demo</strong>
<p>From the search box, search for <strong>Docusign MCP Demo</strong> and select it.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Connect to Docusign</strong>
<p>Select an existing connection, or <strong>Create a new connection</strong>. Follow the prompts to log in with your Docusign demo credentials, then click <strong>Allow Access</strong> on the consent popup.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Add and configure</strong>
<p>Click <strong>Add and configure</strong>. The Docusign MCP Server will be added as a tool to your agent.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Review and enable individual tools</strong>
<p>Click <strong>Tools</strong> from the left navigation menu (or scroll down) to selectively enable tools if needed. All tools from the Docusign MCP Server are enabled by default.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Publish the agent</strong>
<p>Top-right → <strong>Publish</strong>. Confirm and wait for publish to complete before moving on to verification and the hands-on scenarios.</p>
</div></div>
</div>
<div class="callout callout-amber">
<div class="callout-icon">🛡</div>
<div>
<strong>Tenant / admin consent</strong>
<p>Some tenants require an administrator to pre-approve the connector or grant tenant-wide consent before non-admin makers can connect. If sign-in is blocked by an admin-approval message, contact your IT / Tenant Administrators. Alternatively, use a trial environment to avoid these issues.</p>
</div>
</div>
</section>
<!-- SETUP 8: VERIFY -->
<section id="setup-verify">
<div class="section-header"><div class="sec-num">8</div><h2>Verify Setup</h2></div>
<p>Back in the agent's <strong>Test your agent</strong> pane (on the right, below <strong>Publish</strong>), click the ellipsis (<strong>⋯</strong>) and toggle <strong>Show activity map when testing</strong> to <strong>On</strong>. Validate that the agreements and workflows are available by running the prompts below.</p>
<div class="callout callout-blue">
<div class="callout-icon">🗺️</div>
<div>
<strong>What is the Activity Map?</strong>
<p>The activity map is Copilot Studio's debug surface — it shows, for every user message, the orchestrator's reasoning, which tools were selected, and the exact MCP <code>tools/call</code> requests and responses against the Docusign MCP Demo connector.</p>
<p style="margin-top:6px;"><strong>How to use it:</strong> after each prompt, expand the activity map entry next to the agent's reply. Confirm a <code>tools/call</code> against the Docusign MCP Demo connector is present. If it isn't, the agent is answering from training data, not Docusign — fix the Instructions, republish, and retry.</p>
</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>P1 — List Docusign accounts <span class="tag">First test prompt</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">List all my Docusign accounts.</div>
</div>
<div class="callout callout-amber">
<div class="callout-icon">🔐</div>
<div>
<strong>First-run connection prompt</strong>
<p>On the first prompt, you may see this message in the test pane:</p>
<p style="margin-top:6px;font-style:italic;">"Let's get you connected first, and then I can find that info for you. <span style="text-decoration:underline;">Open connection manager</span> to verify your credentials."</p>
<p style="margin-top:6px;">Click <strong>Open connection manager</strong>, then click <strong>Connect</strong> next to <strong>Docusign MCP Demo</strong> and sign in with your Docusign demo credentials.</p>
<p style="margin-top:6px;">Back in the Copilot Studio tab, click <strong>Retry</strong> on the original prompt. The agent should now return your Docusign accounts.</p>
</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>P2 — Switch to your workshop account <span class="tag">Optional</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">Switch to Docusign account [ACCOUNT NAME].</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>P3 — List agreements <span class="tag">Agreement Manager</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">List all my agreements.</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>P4 — List published workflows <span class="tag">Workflow Builder</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">List available Workflow Builder workflows.</div>
</div>
<div class="callout callout-teal">
<div class="callout-icon">💡</div>
<div>
<strong>Sanity check before proceeding</strong>
<p>If the agent can list your accounts, your agreements, and your published workflows — and the activity map shows a <code>tools/call</code> against the Docusign MCP Demo connector for each — your setup is complete and you're ready to start the scenarios. If anything comes back empty, revisit the earlier setup steps before continuing.</p>
</div>
</div>
</section>
<!-- HANDS-ON INTRO -->
<section id="hands-on-intro">
<div class="section-header"><div class="sec-num">▶️</div><h2>Hands-On Scenarios</h2></div>
<div class="callout callout-blue" style="margin-bottom:18px;">
<div class="callout-icon">🎬</div>
<div>
<strong>Use case for this exercise</strong>
<p>You are an Account Executive at Fontara, a B2B SaaS company. You are busy and manage a portfolio of customer accounts. You work in Microsoft Teams / M365 Copilot and want to complete agreement work from one place instead of switching systems and manually verifying, copy-pasting deals, drafting Order Forms, or chasing compliance teams for approvals. Let's see how the Docusign MCP Demo connector in Copilot Studio automates this with accuracy.</p>
</div>
</div>
</section>
<!-- SCENARIO A: AGREEMENT INSIGHTS -->
<section id="scenario-insights">
<div class="section-header"><div class="sec-num">A</div><h2>Scenario A — Agreement Insights</h2></div>
<div style="display:flex;gap:10px;flex-wrap:wrap;margin-bottom:18px;">
<span class="badge badge-green">Agreement Manager</span>
<span class="badge badge-blue">Iris</span>
</div>
<p><strong>The story:</strong> You're the AE at Fontara. The customer is asking for an expansion of seats with a discount. Before you say yes, you need to know what's in place, what's at risk, etc.</p>
<h3>What you'll demonstrate</h3>
<ul class="flist">
<li>Pulling a portfolio-wide view of upcoming renewals across multiple customers</li>
<li>Agreement Manager extracting party names, dates, key insights, terms and clauses etc. from agreements</li>
<li>Cross-account clause checks — does a 15% discount violate any MFN or price-protection language?</li>
<li>SmartFactory (missing AI Addendum + DPA) vs FutureSkills (compliant) as a natural contrast</li>
</ul>
<h3>Run these prompts in order</h3>
<div class="prompt-block">
<div class="prompt-label">
<span>A1 — Portfolio renewal view <span class="tag">Agreement Manager · Iris</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">Show me all upcoming renewals across my book of business in the next 180 days.</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>A2 — Account-level account overview <span class="tag">Agreement Manager · Iris</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">For SmartFactory Systems, which documents are active and in place today? List key details</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>A3 — MFN / discount clause check <span class="tag">Agreement Manager · Iris</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">SmartFactory Systems is interested to expand to 300 seats and is asking for a 15% discount. Does offering 15% to SmartFactory violate any pricing commitments or clauses with another customer?</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>A4 — Cross-account compliance comparison <span class="tag">Agreement Manager · Iris</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">Compare SmartFactory and FutureSkills side-by-side on compliance posture and clauses. Show me what SmartFactory is missing that FutureSkills has in place.</div>
</div>
<div class="callout callout-teal">
<div class="callout-icon">🧪</div>
<div>
<strong>Verify in the activity map</strong>
<p>Each prompt should produce one or more <code>tools/call</code> entries against the Docusign MCP Demo connector in the activity map. If you don't see them, the agent is either re-using context from previously fetched data or hallucinating — re-run the prompt asking it to refresh from Docusign, and if that doesn't help, tighten the Instructions and republish before retrying.</p>
</div>
</div>
</section>
<!-- SCENARIO B: ORCHESTRATION -->
<section id="scenario-orchestration">
<div class="section-header"><div class="sec-num">B</div><h2>Scenario B — Workflow Builder Orchestration</h2></div>
<div style="display:flex;gap:10px;flex-wrap:wrap;margin-bottom:18px;">
<span class="badge badge-purple">Workflow Builder</span>
<span class="badge badge-green">Agreement Prep</span>
<span class="badge badge-blue">eSign</span>
</div>
<p><strong>The story:</strong> You're cleared to offer the 15% discount. SmartFactory wants to expand from 150 to 300 seats. The renewal will be a <strong>1-year term</strong> (no multi-year on this deal). Time to trigger the Workflow Builder renewal workflow and get the Order Form in front of the customer signer.</p>
<h3>Run these prompts in order</h3>
<div class="prompt-block">
<div class="prompt-label">
<span>B1 — Build the deal math <span class="tag">Calculation</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">Work out the SmartFactory expansion deal: 300 seats at $1430 list price with 15% discount</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>B2 — Initiate the renewal (the core prompt) <span class="tag">Workflow Builder</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">Initiate a renewal for SmartFactory Systems for 300 seats with 15% discount for a 1 year term starting June 20, 2026. Route it to <span style="color:#9B2335;font-weight:700;">[recipient email]</span> at SmartFactory.</div>
</div>
<div class="callout callout-red">
<div class="callout-icon">⚠️</div>
<div>
<strong>If you see a Responsible AI content-filter error</strong>
<p>Some demo recipient addresses (or your own) can trip Copilot Studio's content filter. If the agent replies with:</p>
<p style="margin-top:6px;font-style:italic;">"Error Message: The content was filtered due to Responsible AI restrictions."</p>
<p style="margin-top:6px;">Re-run prompt <strong>B2</strong> with a different recipient email address that you have access to (e.g. a personal alias or another mailbox in your demo tenant), then continue.</p>
</div>
</div>
</section>
<!-- SCENARIO C: Track Workflow and Agreement Status -->
<section id="scenario-hitl">
<div class="section-header"><div class="sec-num">C</div><h2>Scenario C — Track Workflow and Agreement Status</h2></div>
<div style="display:flex;gap:10px;flex-wrap:wrap;margin-bottom:18px;">
<span class="badge badge-purple">Workflow Builder</span>
<span class="badge badge-green">Agreement Desk</span>
<span class="badge badge-blue">eSign</span>
</div>
<p><strong>The story:</strong> The Order Form was sent. A few minutes later, you check in to see where things stand. You need to track the workflow, see what's pending signature, and nudge the recipient if needed.</p>
<div class="prompt-block">
<div class="prompt-label">
<span>C1 — Check workflow status <span class="tag">Workflow Builder</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">What's the status of the SmartFactory renewal workflow instance? Which step is it on, who needs to act next, and is anything blocked?</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>C2 — Signature status on the SmartFactory envelope <span class="tag">eSign</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">Has the recipient at SmartFactory signed the renewal Order Form yet? When was it sent and has it been opened?</div>
</div>
<div class="prompt-block">
<div class="prompt-label">
<span>C3 — Send a reminder <span class="tag">eSign</span></span>
<button class="copy-btn" onclick="copyPrompt(this)">Copy</button>
</div>
<div class="prompt-text">Send the SmartFactory recipient a signing reminder through Docusign — use the existing envelope, don't create a new one. Then tell me when the envelope expires and what happens if it's not signed by then.</div>
</div>
<div class="callout callout-blue" style="margin-top:22px;">
<div class="callout-icon">👥</div>
<div><strong>Human in the Loop</strong>
<p>Notice the workflow has deterministic routing — if the discount is more than 15%, it routes to Agreement Desk for a manual review and approval. The Agreement Desk process can be customized as per your business needs.</p></div>
</div>
</section>
<!-- PUBLISH TO TEAMS & M365 -->
<section id="publish">
<div class="section-header"><div class="sec-num">📢</div><h2>Publish to Microsoft Teams & M365 Copilot</h2></div>
<div class="callout callout-teal" style="margin-bottom:18px;">
<div class="callout-icon">🧪</div>
<div>
<strong>Always test in Copilot Studio before publishing to channels</strong>
<p>Use the <strong>Test your agent</strong> pane in Copilot Studio with the <strong>activity map</strong> turned on for every iteration. Verify each prompt produces a <code>tools/call</code> against the Docusign MCP Demo connector and that the response is grounded.</p>
<p style="margin-top:6px;">Only once you are satisfied with results in the test pane, publish the agent and enable the Microsoft 365 and Microsoft Teams channel, then re-test from those surfaces. Re-publish after every change to Instructions, knowledge, or tools.</p>
</div>
</div>
<h3>Publish steps</h3>
<div class="steps">
<div class="step"><div class="step-body">
<strong>Open the Channels tab</strong>
<p>From your agent's top navigation, navigate to the <strong>Channels</strong> tab.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Add the Microsoft 365 and Microsoft Teams channel</strong>
<p>Select <strong>Microsoft 365 and Microsoft Teams</strong>. Tick the checkbox <strong>Make agent available in Microsoft 365 Copilot</strong>, then click <strong>Add channel</strong>.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Set availability</strong>
<p>Once added, click <strong>Availability Options</strong> from the same panel and select <strong>Show to everyone in my org</strong>.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Edit agent details</strong>
<p>From the <strong>Agent Preview</strong> section, edit details as needed — icon, short and long description, settings, links — then click <strong>Save</strong>.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Publish the agent</strong>
<p>Click <strong>Publish</strong> (top-right) and confirm. Wait for the publish to complete.</p>
</div></div>
<div class="step"><div class="step-body">
<strong>Test from Teams or M365 Copilot</strong>
<p>Select the <strong>Microsoft 365 and Microsoft Teams</strong> channel again, and from the right panel click <strong>See Agent in Teams</strong> or <strong>See Agent in Microsoft 365</strong>. Follow the in-product instructions to install/launch the agent and test it from that channel.</p>
</div></div>
</div>
<div class="callout callout-amber">
<div class="callout-icon">🛡</div>
<div>
<strong>Tenant admin & permissions</strong>
<p>Publishing channels typically requires tenant admin approval and may depend on Power Platform / Microsoft 365 admin policies, app catalog settings, and licensing. If you are not a tenant admin, work with your IT / Tenant Administrators to approve the app and grant the required permissions. For non-production exploration, use a trial environment to avoid tenant gating.</p>
</div>
</div>
<div class="callout callout-amber">
<div class="callout-icon">⏱</div>
<div>
<strong>Propagation time</strong>
<p>Teams and M365 Copilot channel approvals can take time depending on tenant policy. Allow propagation time after publish, and re-publish after every change to Instructions, knowledge, or tools.</p>
</div>
</div>
<p style="margin-top:14px;font-size:13px;color:var(--mid);">Reference: <a href="https://learn.microsoft.com/en-us/microsoft-copilot-studio/publication-add-bot-to-microsoft-teams" target="_blank">Microsoft Learn — Add a Copilot Studio agent to Microsoft Teams</a>.</p>
</section>
<!-- HOMEWORK / EXTENSION -->
<section id="homework">
<div class="section-header"><div class="sec-num">🎓</div><h2>Congrats — You Built This!</h2></div>
<p>You've connected Docusign to a Microsoft Copilot Studio agent, set up the demo account, and run the three core scenarios end-to-end. Use the resources and prompts below to extend the use case and put it through its paces.</p>
<h3>Homework — extend with CRM and Workflow Builder</h3>
<p>Now that the agreement layer is wired up, try extending it on either side — pulling deal context in from CRM, or pushing executed agreement data back out.</p>
<div class="objective-grid">
<div class="obj-card">
<div class="obj-num">EXTENSION 1</div>
<div class="obj-title">Pull from CRM into the workflow</div>
<div class="obj-desc">Add a Dataverse / Dynamics 365 / Salesforce connector to the agent to fetch signer name and email, opportunity TCV, seat count, and discount tier directly from the opportunity — no copy-paste from chat.</div>
</div>
<div class="obj-card">
<div class="obj-num">EXTENSION 2</div>
<div class="obj-title">Push executed agreement data back to CRM</div>
<div class="obj-desc">Once the Order Form is signed, update the CRM opportunity — stage to Closed-Won, attach the executed PDF, update license count and ACV on the account.</div>
</div>
<div class="obj-card">
<div class="obj-num">EXTENSION 3</div>
<div class="obj-title">Smarter Agreement Desk routing</div>
<div class="obj-desc">Add additional routing rules in Workflow Builder / Agreement Desk — e.g. deal-desk approval for discounts >15%, legal review for non-standard clauses, CRO sign-off above a TCV threshold.</div>
</div>
<div class="obj-card">
<div class="obj-num">EXTENSION 4</div>
<div class="obj-title">Custom approval policies</div>
<div class="obj-desc">Configure Agreement Desk request types and reviewer assignments to mirror your real org structure — approvers, SLAs, escalation paths.</div>
</div>
</div>
<div class="callout callout-teal" style="margin-top:18px;">
<div class="callout-icon">💡</div>
<div><strong>Test ideas to try</strong>
<p>Trigger the workflow with a discount above 15% and verify it routes to Agreement Desk. Then trigger one below the threshold and confirm it goes straight to signature. Swap the recipient email mid-workflow. Cancel a workflow instance. Test what happens when the template is missing.</p></div>
</div>
</section>
<!-- SAMPLE PROMPTS LIBRARY -->
<section id="prompts-library">
<div class="section-header"><div class="sec-num">📚</div><h2>Sample Prompts Library</h2></div>
<p>A portable library of prompts you can adapt and run from your own demo accounts. Replace the placeholders with data from your demo accounts — customer names, emails, seat counts, and discounts.</p>
<div class="callout callout-amber">
<div class="callout-icon">ℹ️</div>
<div><strong>For reference only</strong>
<p>These sample prompts are for reference only and do not represent an exhaustive set. Some of them may require relevant agreements, workflows, templates, and/or envelopes to be in place in order to function as intended.</p></div>
</div>
<h3>1. Agreement insights — discovery</h3>
<table>
<tr><th>#</th><th>Prompt</th><th>Purpose</th></tr>
<tr><td>1.1</td><td>Show me all upcoming renewals across my accounts in the next 90 days.</td><td>Surface the renewal pipeline</td></tr>
<tr><td>1.2</td><td>What's renewing for [CUSTOMER] in the next 6 months?</td><td>Account-level renewal view</td></tr>
<tr><td>1.3</td><td>List all active agreements with [CUSTOMER] — group by document type.</td><td>See full account footprint</td></tr>
<tr><td>1.4</td><td>For [CUSTOMER], which documents are in place today? MSA, NDA, Order Form, DPA, AI Addendum — show status and dates.</td><td>Doc coverage check</td></tr>
<tr><td>1.5</td><td>Highlight key terms and clauses from the MSAs and NDAs with [CUSTOMER].</td><td>Pull key terms across docs</td></tr>
<tr><td>1.6</td><td>Categorise contracts based on highest contract value in 2026.</td><td>Rank by value</td></tr>
<tr><td>1.7</td><td>How many contracts were signed last quarter?</td><td>Period-over-period volume</td></tr>
</table>
<h3>2. Agreement insights — clause & risk analysis</h3>
<table>
<tr><th>#</th><th>Prompt</th><th>Purpose</th></tr>
<tr><td>2.1</td><td>Customer wants [N] seats at [X]% discount. Does that violate any existing clauses with other customers?</td><td>Cross-account clause check</td></tr>
<tr><td>2.2</td><td>Scan all active MSAs in my book for MFN, price protection, or non-discrimination clauses.</td><td>Portfolio-wide risk scan</td></tr>
<tr><td>2.3</td><td>What is the highest liability coverage across our portfolio? Please rank the results in order.</td><td>Liability coverage ranking</td></tr>
<tr><td>2.4</td><td>Are there any uplift caps, multi-year renewal commitments, or related provisions in [CUSTOMER]'s MSA?</td><td>Customer-specific guardrails</td></tr>
<tr><td>2.5</td><td>Which of my customers are missing an AI Use Addendum or DPA? Order by ACV.</td><td>Compliance gap report</td></tr>
<tr><td>2.6</td><td>Which agreements have non-standard terms and expose risk?</td><td>Surface risk across the portfolio</td></tr>
</table>
<h3>3. Workflow Builder orchestration</h3>
<table>
<tr><th>#</th><th>Prompt</th><th>Purpose</th></tr>
<tr><td>3.1</td><td>List available workflows for renewals.</td><td>Confirm workflow exists before falling back to template</td></tr>
<tr><td>3.2</td><td>Initiate a renewal for [CUSTOMER] with [N] seats, [X]% discount on Fontara Operate, 1-year term, recipient [EMAIL]. Use the Workflow Builder renewal workflow.</td><td>Core renewal trigger</td></tr>
<tr><td>3.3</td><td>Generate a new MSA with AI Addendum for [CUSTOMER].</td><td>Generate net-new agreement</td></tr>
<tr><td>3.4</td><td>Status check on the [CUSTOMER] renewal workflow — where is it?</td><td>In-flight monitoring</td></tr>
<tr><td>3.5</td><td>Identify workflows that have not been triggered even once in the past 30 days.</td><td>Workflow usage audit</td></tr>
</table>
<h3>4. eSign Envelopes & Templates</h3>
<table>
<tr><th>#</th><th>Prompt</th><th>Purpose</th></tr>
<tr><td>4.1</td><td>Create an envelope from the Renewal Order Form template for [CUSTOMER]: [N] seats, [X]% off, 1-year term.</td><td>Send an envelope from a template</td></tr>
<tr><td>4.2</td><td>List all my NDA templates.</td><td>Discover available NDA templates</td></tr>
<tr><td>4.3</td><td>Is there a standard Order Form template?</td><td>Confirm template availability</td></tr>
<tr><td>4.4</td><td>Which contracts are pending for signature beyond 7 days?</td><td>Spot stalled signatures</td></tr>
<tr><td>4.5</td><td>Has [CUSTOMER] signed the latest NDA, and if not, who is it currently pending with?</td><td>Signature status by recipient</td></tr>
<tr><td>4.6</td><td>Update the vendor onboarding envelope sent to [CUSTOMER] this week by replacing the current recipient [RECIPIENT NAME/EMAIL] with [NEW RECIPIENT NAME/EMAIL].</td><td>Swap a recipient on an in-flight envelope</td></tr>
<tr><td>4.7</td><td>Send a reminder to any [CUSTOMER] recipient who hasn't signed in 3+ days.</td><td>Nudge stalled signers</td></tr>
</table>
<div class="callout callout-teal">
<div class="callout-icon">💡</div>
<div><strong>Tip — adapt before you send</strong>
<p>Replace anything in <code>[BRACKETS]</code> before pasting. Most prompts are written generically so they translate cleanly to your own book of business.</p></div>
</div>
</section>
<!-- TROUBLESHOOTING -->
<section id="troubleshooting">
<div class="section-header"><div class="sec-num">🛠</div><h2>Troubleshooting</h2></div>
<table>
<tr><th>Issue</th><th>Likely cause</th><th>Fix</th></tr>
<tr>
<td>I don't see any agreements in your account</td>
<td>Connected to production instead of sandbox, or Agreement Manager extraction not complete</td>
<td>Reconnect the Docusign MCP Demo connector with sandbox credentials. Wait 3–5 min per doc. Ask the agent: <code>What Docusign account am I connected to?</code></td>
</tr>
<tr>
<td>Agreement Manager fields are blank or partial</td>
<td>Extraction still running, or unsupported file format uploaded</td>
<td>Click <strong>Re-analyze</strong>. Wait 5 minutes.</td>
</tr>
<tr>
<td>Workflow Builder workflow doesn't appear when the agent queries</td>
<td>Workflow is in Draft, not Published status</td>
<td>Go to the <strong>Agreements</strong> tab → <strong>Workflows</strong> in the left navigation → open the workflow → click <strong>Publish</strong>. Wait 60 seconds.</td>
</tr>
<tr>
<td>The agent can't find document templates</td>
<td>No templates exist in the sandbox</td>
<td>Go to the <strong>Templates</strong> tab → <strong>Document Templates</strong> in the left navigation → import or create the template from the workshop kit.</td>
</tr>
<tr>
<td>Envelope send fails with an error</td>
<td>Required template fields not populated, or sandbox email restrictions</td>
<td>Try with a different email. Try sending it manually with the same values.</td>
</tr>
<tr>
<td>The agent cannot find or list clauses or terms</td>
<td>Agreement not processed fully, or clause not available in Agreement Manager</td>
<td>Validate the agreement and extraction in Agreement Manager and create a custom extraction as necessary.</td>
</tr>
<tr>
<td>Workflow errors out in the "Set up an Invite" step</td>
<td>Invalid or mistyped recipient email</td>
<td>Check that the email address of the recipient is correct and valid, then retry the workflow.</td>
</tr>
<tr>
<td>Latest agreements are not visible (account is correct)</td>
<td>The agent is referencing previously fetched data from earlier in the chat</td>
<td>Ask the agent to refresh the list of agreements (e.g. <code>Refresh the list of agreements from Docusign.</code>) so it re-queries Agreement Manager.</td>
</tr>
<tr>
<td>Workflow not initiated, though the agent says it was initiated successfully</td>
<td>Workflow trigger inputs from the request didn't satisfy the workflow's required fields</td>
<td>Check the workflow trigger inputs in the activity map. Try different values, or trigger the workflow manually in Workflow Builder to identify the issue.</td>
</tr>
<tr>
<td>No <code>tools/call</code> appears in the activity map</td>
<td>Generative orchestration is off, or system instructions allow answering from training data</td>
<td>Confirm <strong>Generative orchestration</strong> is <strong>On</strong>. Tighten system instructions to require an MCP tool call for any live Docusign state. Republish.</td>
</tr>
<tr>
<td>Agent not appearing in Microsoft Teams or M365 Copilot</td>
<td>Channel not enabled, agent not published, or tenant admin approval pending</td>
<td>In <strong>Channels</strong>, confirm Microsoft Teams / Extend Microsoft 365 Copilot is <strong>On</strong> and submitted. Confirm tenant admin approval. Re-publish if needed.</td>
</tr>
</table>
<div style="margin-top:36px;padding-top:28px;border-top:1px solid var(--gray-border);display:flex;gap:14px;flex-wrap:wrap;">
<a class="btn" href="https://learn.microsoft.com/en-us/connectors/docusignmcpdemo/" target="_blank">↗ Docusign MCP Demo Connector</a>
<a class="btn-outline" href="https://developers.docusign.com/platform/mcp-server/" target="_blank">↗ Docusign MCP Server</a>
<a class="btn-outline" href="https://developers.docusign.com/platform/mcp-server/microsoft-copilot/" target="_blank">↗ Docusign MCP for Microsoft Copilot Studio</a>
<a class="btn-outline" href="https://microsoft.github.io/agent-academy/recruit/00-course-setup/" target="_blank">↗ Trial Environment Setup</a>
<a class="btn-outline" href="https://apps-d.docusign.com" target="_blank">↗ Docusign Sandbox</a>
</div>
</section>
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