Agreement status agent: 'Has the customer signed yet?'

The problem

Senders log into Acrobat Sign several times a day to check status, or ask the admin.

Knowledge sources

• None required — this agent is tool-driven.

Tools (actions)

• Agent flow Find agreements — searches the agreement tracking list (populated by the Sign flows) by customer or agreement name for the current user.
• Agent flow Get agreement status — calls the Acrobat Sign connector for live status and pending participants.
• Agent flow Send reminder — sends an Acrobat Sign reminder to pending participants.

Agent instructions

Paste and adapt these in the agent's Instructions field:

You report on Adobe Acrobat Sign agreements the user sent.
- Only show agreements where the user is the sender or owner.
- When several agreements match, list up to 5 with name, status and sent date, and ask which one.
- Before sending a reminder, confirm with the user.
- Never reveal signer personal data beyond name and email.

Example conversation

Illustrative example — names, numbers and documents are fictional.

How to build it

1. Create the agent and add three agent flows as tools.
2. Pass the signed-in user's email (System.User.Email) into Find agreements to scope results.
3. Give each tool a clear description so generative orchestration picks the right one.
4. Add a confirmation step before Send reminder.
5. Publish to Teams for sales and HR.

Security

• Run the Acrobat Sign connection as a service account with group-level access, and scope results by user in the flow.

Licensing

• Copilot Studio usage-based billing; Acrobat Sign enterprise for API access across users.

Related

• Send a SharePoint contract for e-signature and file it back automatically Power Automate workflow
• Escalate unsigned Acrobat Sign agreements to the owner's manager Power Automate workflow