AI agents for signNow
A Monmo AI agent handles the repetitive side of signNow. It turns your PDFs into templates with fillable fields and signer roles, prepares invites with the right signing order, groups related documents so a client signs once, chases pending signatures and copies the answers from completed forms into Google Sheets. Signing stays with the signers, and every invite waits for your approval.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in signNow
Turn a PDF into a fillable template
From a lease, an intake form or a consent form, it places signature, date, text and checkbox fields for each role and marks which are required. Saving the template asks first.
AskMake a signNow template from our tenancy application PDF, with fields for the applicant and a guarantor, and show me before saving.
Prepare an invite with signing order
For each document it sets who signs first, adds the recipients' names and emails, writes the invite message and sets an expiry date. One card shows the whole invite before it goes.
AskSend the Brightline lease to the tenant first and then our property manager, expiring in seven days. Show me first.
Send a set of documents together
When a client must sign several documents, such as an agreement, a privacy notice and a direct-debit form, it groups them so the client receives one invite instead of three.
AskPut the services agreement, privacy notice and payment authorisation for Northwind into one invite.
Prepare a batch from a spreadsheet
From a Google Sheet of names, emails and details, it prepares one personalised invite per row from a template and checks for missing emails. The batch goes out after one approval.
AskPrepare signNow invites for the 25 renewals in the October sheet using the renewal template, and check for missing emails.
Chase pending signatures
Twice a week it lists invites still waiting, who has not signed and when each expires, and drafts a reminder in Gmail. Sending reminders or extending an expiry date asks first.
AskEvery Monday and Thursday, list signNow invites still waiting and those expiring in the next three days.
Copy form answers into a sheet
When a document completes, it reads the values people typed into the fillable fields, such as start date or chosen plan, and adds a row to Google Sheets with a link to the signed copy.
AskWhen an intake form is completed, add the client's answers to the intake sheet with a link to the PDF.
Cancel an invite with a mistake
If an invite went out with the wrong name, amount or date, it explains the error, proposes cancelling it and sending a corrected one, and waits for your approval for both.
AskThe invite to Jamie has the wrong move-in date. Cancel it and prepare a corrected one.
How it connects
- 1You connect your own signNow account once. On a business account the agent works with the templates and documents your user can see, inside the teams and roles your admin has set.
- 2Choose which agents can use signNow. An operations agent or one handling client onboarding fits; most of your other agents never need it.
- 3Reading documents, invite statuses and completed fields needs no approval. Creating templates, sending, reminding, cancelling, changing expiry and deleting ask first. The agent never signs or fills in a signature for anyone.
More in Documents and files
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent send documents for signature with signNow?
Yes, with your approval. A Monmo agent prepares the invite from your template with signers, order, message and expiry, and shows it on a card. When you allow it, it sends through the signNow connection, or in its own browser when the connection does not cover something. One card can cover a batch of invites.
Can an AI agent turn my PDFs into signNow templates?
Yes. The agent reads the PDF, works out who needs to sign or fill in what, and places signature, date, text and checkbox fields for each role. You review the field layout before it saves the template, and you can ask it to move or add fields.
Can it get the information people entered in signNow forms?
Yes. When a document completes, the agent reads the values in its fillable fields and copies them to Google Sheets, Salesforce, HubSpot or another app with a link to the signed copy. Writing to another app asks first. Treat personal details with the same care as the signed document itself.
Is signNow a good fit for real estate paperwork with an AI agent?
It works well for repeatable documents such as applications, leases and renewals. The agent keeps templates ready, sends each set in the right order, chases signatures before they expire and files the results. Legal terms, approvals of applicants and signing remain with you and the parties.