Agreefast for Docusign

Docusign Hackathon:Unlocked

Your guide to escape fine-print!

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About Agreefast

Agreefast integrates seamlessly with Docusign, providing users with AI-driven insights into agreements.

It automatically analyzes the terms of contracts, calculates a Compliance Obligatory Score, our custom-made metric, to gauge the number of obligations in the agreement and the level of importance it has on keeping the agreements compliant and in force, and provides a list of obligations for each party involved. This helps users manage their contracts more effectively, ensuring they stay on track.

Additionally, 'Agreefast' extracts key events and timelines from signed agreements and allows users to add them to their device calendar.

With the Trello Power-Up, users can track upcoming events, view completed events, and manage tasks directly from their Trello board using just the envelope ID from Docusign.

Visit "https://agreefast.knowyours.co/" to experience a demo.

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Technologies used

• Docusign Connect for seamlessly integrating the envelopes before and after signing into our platform.
• Docusign eSignature API for enabling the QuickSign feature on 'Agreefast' which helps users sign envelopes quickly right from within our platform.
• Docusign Navigator was also experimented with and 'Agreefast' is built to readily support Docusign Navigator when the Upload Agreement API is made publically available as mentioned in the Docusign Developer documentation.
• NextJS for the React based frontend web application
• OpenAI API for LLMs
• Ollama API for embedding models.
• Langchain for orchestrating the AI workflow
• Socket.io for the AI chat interface
• Unstructured for processing the documents to gather meaningful information
• Trello power-up SDK for building the UI and functionalities and the Trello REST API for populating the events and reminders onto the boards
• Neo4j for storing the knowledge graphs constructed from the envelopes.
• amqplib for consuming and producing to the message queues from the Node.js workers and pika for the Python workers in order to enable an asynchronous workflow for time consuming tasks via RabbitMQ.
• Microsoft Azure and Cloudflare for cloud deployment and application security.

API Documentation with Swagger

We have a well documented Swagger API documentation provision done for our entrypoint API server which can be experienced at Swagger for Agreefast API Server

Microservices

Microservice/Codebase	Description
ai_service	Consumes from RabbitMQ upon detecting new Docusign envelope sent, to make AI inferences and prepare the knowledge graph for driving the Agreefast Envelope Chatbot
backend	Hosts the Docusign Connect POST webhook and enables interaction with 'Agreefast Dashboard' and Trello Power-up. Helps enable the QuickSign feature by integrating with Docusign eSignature API
chat_service	Works on key inference phase when the chatbot is queried by the user on the frontend. Exposes API endpoints to be integrated to 3rd party services like WebEx or Slack if required
chrome_extension	Helps new users leverage Docusign Connect to link to Agreefast and quickly open the relevant Agreefast Dashboard from the Docusign Agreement Signing Page
frontend	Agreefast Dashboard and landing page built with NextJS for a seamless dashboard user experience
trello-powerup-html	Hosts Trello Power-up specific integration assests to populate details captured from envelope into Trello boards

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Endpoint	Method	Description
/api/envelope/:id/getActivationStatus	GET	Returns the activation status of the specified envelope.
/api/envelope/:id/activate	GET	Activates the specified envelope and notifies recipients via email.
/api/envelope/:id/deactivate	GET	Deactivates the specified envelope.
/api/envelope/:id/getObligationScore	GET	Fetches the compliance obligatory score for the specified envelope.
/api/envelope/:id/getObligations	GET	Retrieves the obligations associated with the specified envelope.
/api/envelope/:id/getSignedDate	GET	Fetches the signed date for the specified envelope.
/api/envelope/:id/getAgreements	GET	Retrieves the agreements associated with the specified envelope.
/api/envelope/:id/getIcsData	GET	Retrieves ICS data for the specified envelope.
/api/envelope/:id/chat	POST	Sends user questions to the chat service for the specified envelope and retrieves the response.
/api/envelope/:id/aiProcessingComplete	POST	Marks the AI processing for the specified envelope as complete and sends notification emails.

User Experience Sequence diagram

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Project timeline

The entire development lifecycle was undertaken during the Docusign Hackathon: Unlocked timeperiod as mentioned on the rules.

• The initial commit (49ee9227cde484f71f11fe192aa727fad9068e23) was done on January 3rd, 2025
• Chrome extension was published to the Chrome Web Store on January 12th, 2025

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Notes

• Use docker-compose.yaml to bring up all services
• Run ollama server separately on host machine and ensure to run ollama pull nomic-embed-text