Integrations

Supercharge Crove with Relevance AI

Crove is a powerful tool for automated document management and processing, allowing users to create, update, and manage business documents effortlessly. With Relevance AI, you can elevate these capabilities by incorporating intelligent AI Agents that enhance decision-making and workflow automation.

Give your AI Agents Crove Superpowers

Crove automates document management and processing, while Relevance AI empowers these workflows with AI Agents that can adapt and respond to your business needs. Together, they streamline operations and improve efficiency.

Document Intelligence Mastery

AI agents gain advanced capabilities to analyze, extract, and process document data with unprecedented accuracy and speed.

Workflow Orchestration

Agents can seamlessly coordinate complex document processes across multiple stakeholders and systems with automated precision.

Compliance Automation

Ensure perfect adherence to regulatory requirements through automated document validation and standardization.

Tools

Equip AI Agents with the Crove Tools they need

Relevance AI seamlessly integrates with Crove to enhance your document workflows through intelligent automation.

Update Document Details
Modifies existing document properties including name, sent status, and opened status for better document tracking and management
Create Invitation Link
Generates a shareable link for document access with configurable permissions for downloading and submission requirements
Create Invitation Link
Generates a shareable link for document access with configurable permissions for downloading and submission requirements
Submit Document
Finalizes and submits a document for processing or review within the Crove system
Generate Document PDF From Template
Creates a PDF document from an existing template with options for background processing and custom naming
Update Document
Modifies an existing document's content and properties while maintaining its original structure
Get Document Details
Retrieves comprehensive information about a specific document including its metadata and current status
Name
Crove API Call
Description
Make an authorized request to a Crove API
Parameters
["OAuth Account Authentication", "HTTP Methods (GET, POST, PUT, DELETE, PATCH)", "Custom Headers", "Request Body", "API Path Configuration"]
Use Case
A legal tech company uses Crove API Call to automatically generate and manage contract templates, enabling them to streamline their document creation process and reduce manual effort. The integration allows them to programmatically create, update, and retrieve documents through simple API requests.
Quick Start

Connect Crove to Relevance AI in minutes

Security & Reliability

The Crove and Relevance AI integration streamlines your document management processes through automated workflows. By leveraging Crove's powerful template system, you can programmatically create, update, send, and manage business documents with ease.

This integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your document data. Relevance AI handles API operations (like creating, updating, and sending documents) in the background—so you don’t have to worry about errors, formatting, or limits.

With built-in validation and type conversion, your document workflows run smoothly, even when data formats vary. Key benefits include automated document generation from templates, secure document sharing, and seamless email integration for document delivery.

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.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Crove + Relevance AI integration without writing code:
  • Start with well-defined templates: Ensure your Crove templates are clear and structured for optimal document generation.
  • Utilize automated workflows: Leverage the integration to automate document creation, updates, and distribution for efficiency.
  • Verify authentication settings: Double-check your OAuth credentials and permissions to ensure seamless connectivity.
  • Test document processes: Run tests with sample data to validate document workflows before deploying them in a live environment.
  • Monitor API usage: Keep an eye on rate limits and implement throttling to avoid disruptions in service.