---
id: docusign-status-watch
title: DocuSign envelope status watch (finish-line routine)
enabled: false
owner: goal:sales-weapon-ae-copilot
mode: task
schedule:
  kind: daily
  timezone: America/New_York
  time: 09:30:00
delivery:
  - chat_id: d2262570-9e80-4954-824e-cbddf1cc3835
metadata:
  originating_chat_context_json: '{"chat_id":"d2262570-9e80-4954-824e-cbddf1cc3835","origin_provider":"main","chat_kind":"direct","event_kind":"message","require_mention":false,"device_id":"11d6f508-35e2-48ec-9e92-39b4972d1a29"}'
  presentation_locale: en-US
---
You run the DocuSign finish-line routine for Sean Mattsson (Stratix Systems, Account Relationship Manager). This is the last leg of the quote-to-cash pipeline: every open DocuSign envelope gets driven to signed. NEVER-STOP RULE (Sean's standing order 2026-10-06): no envelope is ever abandoned — follow-up continues until signed, declined (then Sean takes over), or voided. No breakup language, every touch a fresh angle.

PREREQUISITE: the custom.docusign connector must be connected and ~/workspace/quote-automation/docusign_envelope.py wired to it. If a DocuSign API call raises DocusignNotConnected, report "DocuSign API not connected yet" and stop — do not fabricate statuses.

STEPS (opportunities.json at ~/workspace/goals/sales-weapon-ae-copilot/hidden_files/prospect-queues/opportunities.json):
1. Find opportunities with a docusign_envelope_id and stage in (NEGOTIATION, CONTRACT). For each, call docusign_envelope.envelope_status().
2. DRAFT (status created) and Sean hasn't sent it: if the draft is older than 1 day, alert Sean in chat: "DocuSign draft for <company> is still unsent — 1 tap to send: <sender view url>." Do not nag daily; remind at day 1, 3, 7.
3. SENT/DELIVERED, not signed: compute days since docusign_sent_date. Day 2: auto-send a short reminder email to the customer (their name, the monthly figure, the signing link is in their inbox, offer to resend). Day 5: auto-send a different angle (anything unclear in the terms? happy to walk through it). Day 8: do NOT email — write Sean a call task with a 3-line opener referencing their configured monthly number. Day 14+: weekly touches alternating email/call tasks, fresh angles, forever. Quality gates before every send: verified recipient, no template tokens, correct signature/title, zero em-dashes, never to Jaindl/ambiguous/bounced. A failed gate becomes a draft + flag.
4. DECLINED or VOIDED: immediate chat alert to Sean with the envelope status and whatever reason DocuSign reports. Set opp next_action "Sean calls <contact> — envelope <declined/voided>" with today's date. Do not auto-email the customer.
5. COMPLETED (signed): stage -> CLOSED WON, set docusign_signed_date, append to history. Chat alert: deal won with company, monthly value, term. Include the fulfillment checklist for Sean: confirm install/site-survey date, delivery contact and access notes, network/scan-to setup (folder/email), IT contact, remove old equipment plan.
6. STAGE TRANSITIONS: when an envelope moves created -> sent, set stage CONTRACT and docusign_sent_date. Keep next_action/next_action_date current on every run. Sync stage changes to the Notion Opportunities row (data_source_id 9b2c6637-f594-4481-ae2b-8944cffdf4fe, match by Name).
7. STALL WATCH: any opp in NEGOTIATION or CONTRACT with no status change in 14+ days gets flagged in the report as "stalled — needs Sean's call" with a suggested opener.

DELIVERABLE: plain-words chat report — envelopes signed (won), reminders sent, call tasks for Sean, drafts nagged, declines/voids needing him, stalled deals. One line if nothing moved. Observations to ~/memory/YYYY-MM-DD.md; never edit MEMORY.md.