Teaching an AI assistant to forget a deleted DocuSign agreement

Description and use

The DocuSign connector for Cognee now correctly forgets envelopes moved to the Deleted folder, stopping the AI assistant from quoting outdated terms.

Problem

An AI assistant continued to quote terms from a DocuSign agreement that had been moved to the Deleted folder, because the connector did not detect the deletion.

Outcome

The connector now correctly forgets DocuSign envelopes that are moved to the Deleted folder or purged, preventing the AI assistant from quoting outdated terms.

Workflow

• 1. Configure DocuSign JWT credentials (integration key, user id, RSA key).
• 2. Run Cognee’s remember() with the DocuSign source, dataset name "docusign", and write_disposition "merge".
• 3. The connector fetches envelopes by status, folder, or start date and processes only those whose status changed.
• 4. For each run, perform a second check: query each previously ingested envelope by ID to retrieve its folders and purge state.
• 5. If an envelope is in the Deleted folder, purged, or otherwise out of scope, delete its row from the dataset and trigger Cognee’s orphan cleanup to remove it from the graph and vectors.
• 6. Verify that no LLM calls are made on unchanged re‑syncs and that deleted envelopes are no longer returned in queries.

Evidence

Envelopes that are voided, deleted or purged are forgotten.

Source

The next sync reported forgotten: 1 and the dataset went from 5 documents to 4.

Source

I added rules because a wrong delete is worse than a missed one.

Source