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DocuSeal + Memtro

Ask which DocuSeal submissions are still waiting for signature, and who has signed.

Connect DocuSeal with an API key and Memtro reads submissions with each signer's status and sent, opened and completed times, signers across submissions, and templates. Leave the host blank for DocuSeal Cloud, or name your self-hosted server. Signing links and form values are never read, and there is no hourly sync. When you ask, and once an administrator has granted them by name, it can send signature requests that email signers outside the company at once, send reminders, create requests with email off, archive submissions, and build, clone, merge or change templates. Removing a template's document is permanent.

In Memtro

What you can do with DocuSeal in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right DocuSeal tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Submissions by status, template, folder or a signer's name or email, with each signer's progress
  2. 02One submission's event history of sent, opened, completed and declined, never form values or links
  3. 03Signers across submissions, including who completed between two dates
  4. 04Templates with folder, author, signer roles and each field's name, type and whether required
  5. 05When asked and granted, sends a signature request or a reminder, emailing each signer their link at once, which cannot be recalled, or creates one with email off
  6. 06When asked and granted, renames or archives submissions, changes signers, and creates, clones, merges, renames, archives or changes templates, where a removed document is gone for good

Acts when asked

When you ask it to

These tools change something in DocuSeal. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Create a signature request from a template without emailing anyone (each completed document is billed on Cloud Pro)
  2. 02Rename a submission, change its expiry, or unarchive it
  3. 03Archive a submission (it can no longer be signed, and is not deleted)
  4. 04Change a signer's name, email or external id (nobody is emailed)
  5. 05Rename a template, move it to a folder, or change its roles
  6. 06Archive a template
  7. 07Clone a template
  8. 08Send a signature request from a template, emailing each signer their link
  9. 09Re-send a signer their signature request email
  10. 10Send a template for signature to a list of email addresses
  11. 11Create a signature request from HTML (sent only when asked)
  12. 12Create a template from HTML
  13. 13Merge templates into a new one
  14. 14Add, replace or remove a template's documents from HTML

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in DocuSeal, choosing the same kinds; the tab shows DocuSeal's own steps. Each event can start a job, with the event as its input, and can be remembered where you choose. DocuSeal signs every delivery, and one whose signature does not check out is refused before it is read.

Events and webhooks
  • 01A signer opened the form
  • 02A signer started filling the form
  • 03A signer completed and signed
  • 04A signer declined
  • 05Submission created
  • 06Submission completed by every party
  • 07Submission expired
  • 08Submission archived
  • 09Template created
  • 10Template updated
  • 11Template archived
In practice

Ask it like you would a colleague

Once DocuSeal is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

DocuSeal logoDocuSeal + Memtro
  • Has Acme signed the NDA yet?

  • Which submissions are still waiting for signature?

  • Who signed anything this week?

  • Send the contractor agreement to jo.baker@northwind.example for signature

  • Remind the Acme signer about the NDA

01

Who signed this week

On Friday the operations lead asks who signed anything this week. Memtro reads the signers completed since Monday: Priya Sharma signed the Northwind NDA and two Acme contractors signed their agreements, while one BigCo submission has expired unsigned.

02

Sending an agreement

Dan Fletcher asks Memtro to send the contractor agreement to a new hire at Globex from the usual template. With the action granted, Memtro creates the submission and DocuSeal emails the signer their link at once. Two days later Dan asks for a reminder, and DocuSeal emails it again.

Teams

Where it fits

The teams that lean on DocuSeal most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in DocuSeal is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Also in Documents and wikis

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withAPI key
  1. 1

    On DocuSeal Cloud the API needs the Pro plan (or the free developer sandbox), and each completed document is billed there. Self-hosted installs include it, and a sandbox key reads just the sandbox

  2. 2

    In DocuSeal open Settings → API (console.docuseal.com/api on the cloud). The key carries its user's full rights and has no scopes, so consider a dedicated DocuSeal user

  3. 3

    Paste the API key into Connections → DocuSeal in Memtro. Leave API host blank for api.docuseal.com, type api.docuseal.eu for the EU cloud, or your self-hosted host name only, public with a trusted certificate

  4. 4

    Ask which submissions are still pending

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The DocuSeal tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in DocuSeal?+

Only when you ask, and only what it has been granted: create a signature request from a template without emailing anyone (each completed document is billed on Cloud Pro); rename a submission, change its expiry, or unarchive it; archive a submission (it can no longer be signed, and is not deleted); change a signer's name, email or external id (nobody is emailed); rename a template, move it to a folder, or change its roles; archive a template; clone a template; send a signature request from a template, emailing each signer their link; re-send a signer their signature request email; send a template for signature to a list of email addresses; create a signature request from HTML (sent only when asked); create a template from HTML; merge templates into a new one; add, replace or remove a template's documents from HTML. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a DocuSeal connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my DocuSeal data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect DocuSeal?+

API key. On DocuSeal Cloud the API needs the Pro plan (or the free developer sandbox), and each completed document is billed there. Self-hosted installs include it, and a sandbox key reads just the sandbox.

Can DocuSeal start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in DocuSeal, choosing the same kinds; the tab shows DocuSeal's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect DocuSeal in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

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