# Automate with OpenClaw AI agent

DocuSeal lets OpenClaw manage templates, send documents for signing, track status, and handle signers using dedicated [agent skills](https://github.com/docusealco/docuseal-agent-skills).

## Installing the DocuSeal skill in OpenClaw

The skill relies on the DocuSeal CLI, which the agent uses to interact with the DocuSeal API. Open your terminal and run:

```
npm install -g docuseal
```

That’s the only terminal command you’ll need. Everything else is configured through the OpenClaw Dashboard.

1. Open the OpenClaw Dashboard in your browser (by default at **http://127.0.0.1:18789** ), or use your OpenClaw gateway URL if it’s deployed on a server.
2. Go to the **Skills** section.
3. Find **docuseal**.
4. Click **Install**. OpenClaw will install and register it as a new skill.
5. Open the DocuSeal Console and grab your API key: [console.docuseal.com/api](https://console.docuseal.com/api).
6. Head back to the OpenClaw Dashboard and switch to the **Config** tab.
7. Select **Environment**, then click **Add Entry** under the **Environment Variable Overrides** section.
8. Add the following environment variables: 
     - **DOCUSEAL_API_KEY** - your API key from DocuSeal.
     - **DOCUSEAL_SERVER** - global (default), europe (EU cloud), or a full URL for a self-hosted instance (e.g., **https://docuseal.yourdomain.com** ).
9. Save your changes.

### Verification

Open a chat with the agent through OpenClaw WebChat in the dashboard or any connected messenger (WhatsApp, Telegram, Slack, etc.). Type:

> Show me my DocuSeal templates

If the agent responds with a list of your templates, you’re all set.

## Automating your workflows

Let’s walk through what the DocuSeal skill can do by following a typical client onboarding flow: creating a contract template, sending it out, and confirming a completed signature.

### Step 1. Create a contract template

Say you need a service agreement template. Just ask the agent to create one:

**You:**

> Create a service agreement template with fields for client name, company, monthly fee, start date, and signatures for both provider and client.

**Agent:**

> Created template “Service Agreement” (ID: 1234) with 6 fields: Client Name, Company, Monthly Fee, Start Date, Provider Signature, Client Signature.

The template is ready. If you already have a PDF contract on hand, you can say _“Upload service-agreement.pdf as a new template”_ instead, and the agent will create a template from the file.

### Step 2. Send the contract to a new client

A new client comes in. Give the agent their details and it will find the right template, fill in the fields, and send it off:

**You:**

> New client: Anna Chen, anna@clientco.com, company ClientCo, $2,500/month. Send her the service agreement starting July 1st.

**Agent:**

> Sending “Service Agreement” to anna@clientco.com with pre-filled fields: Client Name: Anna Chen, Company: ClientCo, Monthly Fee: $2,500, Start Date: July 1st.

> Done. Submission ID: 3456. Anna will receive the signing link by email.

Anna gets an email with a link to the contract where all the fields are already filled in. She just needs to sign.

### Step 3. Check the status

A few days later, you want to know if Anna has signed:

**You:**

> Did Anna Chen sign her contract?

**Agent:**

> Not yet. Submission 3456 (Service Agreement) — sent 3 days ago, status: awaiting.

### Step 4. Send a reminder

Anna hasn’t signed yet, so ask the agent to nudge her:

**You:**

> Can you send a reminder to Anna?

**Agent:**

> Done, reminder sent to Anna.

If the client changed their email, you can update it and resend in a single message: _“Anna changed her email to anna.chen@newdomain.com. Update and resend.”_

### Step 5. Confirm the signature

**You:**

> Any contracts completed today?

**Agent:**

> 1 completed today: Anna Chen (anna@clientco.com) — Service Agreement, signed 2 hours ago.

Onboarding complete. The entire process took 5 messages to the agent instead of manual work in the UI.

### What else the agent can do

Beyond the basic flow above, the agent supports more advanced scenarios:

- **Multiple signers with ordering**: _“Send the agreement to bob@example.com as Client and legal@ourcompany.com as Provider. Client signs first.”_ Once the client signs, the agent automatically sends the contract to the next signer.
- **Custom email subject**: _“Send with subject: Your Service Agreement with Acme Corp”_.
- **View all pending contracts**: _“Show me all pending contracts”_.
- **Detailed submission info**: _“Show me details of submission 3456”_ (template, signer statuses, field values, document URLs).
- **Search templates**: _“Show me templates with ‘NDA’ in the name”_.