Carbone is a leading document generation platform that enables businesses to automate the creation of complex documents and reports.
Enhance your document automation with AI Agents that can intelligently generate, process, and manage documents at scale.
Carbone excels at automated document generation from templates and data sources. Relevance AI enhances this with intelligent AI Agents that can dynamically generate and manage documents based on complex business rules and real-time data.
Dynamic Data Orchestration
The agent seamlessly pulls and integrates real-time data for accurate document generation.
Intelligent Workflow Automation
The agent automates complex workflows, enhancing efficiency in document creation and approval.
Rapid Document Generation
The agent significantly reduces document creation time, enabling faster business operations.
Relevance AI gives you access to Carbone's document generation capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Carbone account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration leverages secure OAuth authentication, ensuring only authorized workflows access your Carbone document generation system. Relevance AI handles API operations seamlessly in the background—managing template rendering, data mapping, and PDF generation without requiring manual API configuration.
Built-in data validation and format handling ensure your document workflows run reliably, automatically handling JSON transformations and template variables.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Carbone + Relevance AI integration without writing code:
- Prepare your templates: Use well-structured document templates with clear variable placeholders.
- Validate data formats: Ensure your data matches Carbone's expected JSON structure for template rendering.
- Set proper permissions: Configure OAuth access with appropriate read-write permissions during setup.
- Monitor API usage: Keep track of API call limits and document generation quotas.
- Cache when possible: Store generated documents for frequently used templates to optimize performance.
