> You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # Agreement Automation with Workflow Builder > Learn how to build agreement workflow automations with Docusign Workflow Builder. Integrate automation into your apps to streamline your work processes. Use Workflow Builder to build powerful agreement workflow automations and easily integrate them into your application with a few simple calls to the Workflow Builder API. ## Learn what’s possible ![A diagram showing a Workflow Builder pattern for automating workflows.](/_fern-files/_img/80d9badc93e869479c3764fa1fae92f7cf407d04a7df1ce4a9d0baeea0dca79d.webp) ### Customer onboarding using Workflow Builder Let’s assume Jane is a New-to-Bank (NTB) customer and she would like to purchase an endowment plan. As part of the electronic Know Your Customer (eKYC) process, Jane needs to fill out an application form that requires her to provide her personal information. Using Docusign Workflow Builder, the state-of-the-art workflow engine, the bank can orchestrate this process. The bank can create a workflow by using: Web forms to get the user’s information, ID Verification to get the user’s identity verified, eSignature to sign the document and an extension app to archive the document using a cloud storage system. Tags: Web Forms, ID Verification, eSignature, Extension App ### Know before you build #### Web Forms Enhance your workflows with Webforms that enable users to submit information that can be dynamically incorporated as part of agreements. [Web Forms Overview](https://support.docusign.com/s/document-item?language=en_US&_gl=1*1u34way*_gcl_au*ODczOTUxNTUwLjE3MjcyOTgwNDc.\&bundleId=gmi1660583110357\&topicId=ofz1660589243255.html) ![Image of UI for a Docusign web form.](/_fern-files/_img/d2856e644e7c21ba6d8d8579c0d2ac0d526a80e2e64d53021abb5d5ea03597ba.webp) #### Extension Apps Supercharge your workflows with extension apps that bring powerful external capabilities into specific points in the agreement process. [Learn more](https://www.docusign.com/products/platform/app-center) ![An image of a Workflow Builder workflow.](/_fern-files/_img/e48e42bf1693ef6e18119ad7a1557a0e059f9a207438fb6c33c056327f011036.webp) #### Workflow Builder Workflow Templates Discover the art of the possible using prebuilt Workflow Builder templates and get started easily with your workflow. (This feature is currently available in the developer environment.) [Learn more](https://apps-d.docusign.com/send/workflowtemplates) ![Image of an account's Workflow templates UI.](/_fern-files/_img/719e3d5ed2d2a4577ff57761feff91ed498f9aa5ae5df308d0b8d02dadc89505.webp) #### Trigger with Workflow Builder API Control workflows from your integration with API endpoints that create workflow definitions, trigger workflows, get workflow status and cancel workflows as needed. [Learn more](/docs/workflow-builder-api) ![Image of the Workflow Builder API overview topic in the developer center.](/_fern-files/_img/fcbe1842b57dc30096e1b55fc49d6b097e7d41d91ee139344d3698f06b7d5563.webp) ### Everything you need to automate agreement workflows with Workflow Builder Use our Starter Kit to accelerate your proof of concept. [Get Your Starter Kit](/get-started/agreement-automation-workflow-builder/toolkit) > Learn how to build agreement workflow automations with Docusign Workflow Builder. Integrate automation into your apps to streamline your work processes. ## Docs - [Your Agreement Automation Starter Kit](https://developers.docusign.com/get-started/agreement-automation-workflow-builder/toolkit.md): Explore Docusign API capabilities and ISV Embed program features, create your proof of concept, and accelerate your ISV embed solution development.