Teaching an AI assistant to forget a deleted DocuSign agreement

Описание и применение

Подключение DocuSign к Cognee теперь корректно удаляет документы, перемещённые в корзину, предотвращая выдачу устаревших условий.

Задача

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.

Результат

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forgets DocuSign envelopes that are moved to the Deleted folder or purged, preventing the AI assistant from quoting outdated terms.

Рабочий процесс

• 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.

Доказательства

Envelopes that are voided, deleted or purged are forgotten.

Источник

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

Источник

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

Источник