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.
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.
Relevance AI seamlessly integrates with Crove to enhance your document workflows through intelligent automation.
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 Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
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.
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.
