DocsAutomator is a powerful document automation platform that integrates with Google Docs to streamline document generation and management. With Relevance AI, you can elevate your document workflows by leveraging AI Agents to create smarter, more efficient automation.
DocsAutomator automates document generation and management, while Relevance AI empowers these processes with AI Agents that can analyze data and trigger actions based on insights.
Intelligent Document Orchestration
The AI agent gains the ability to autonomously manage complex document workflows and approval chains with precision.
Data Extraction Mastery
Empowers the agent to instantly analyze and extract critical information from any document type with 99.9% accuracy.
Cross-System Synchronization
Allows seamless document data flow between multiple business systems through automated integration points.
Relevance AI seamlessly integrates with DocsAutomator to enhance your document workflows with 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
DocsAutomator is a robust document automation platform that seamlessly integrates with Google Docs, enabling you to streamline document generation and management through API calls. This integration is perfect for automating document workflows and processing documents in batches.
With DocsAutomator, you can automate document generation from templates, integrate with popular platforms like Airtable and ClickUp, and utilize secure OAuth-based authentication. The platform also offers flexible data mapping for document placeholders, ensuring your documents are generated accurately.
To get started, ensure you have a DocsAutomator account with API access, OAuth credentials for authentication, and a Google Workspace account for Google Docs integration. Your environment should support HTTPS for API calls, JSON parsing, and OAuth 2.0 authentication flows.
When setting up, begin with the authentication setup by configuring your OAuth account ID and permission type. Then, establish your base configuration with the API's base URL and headers.
Creating a new document is straightforward. Simply define your document's automation ID, name, and the data for placeholders. Upon successful creation, you will receive a response containing the document ID and a URL to access the document.
For integrations with Airtable and ClickUp, you can specify the automation ID, document name, and relevant data specific to each platform, allowing for tailored document generation based on your workflow needs.
In case of issues, refer to the troubleshooting guide for common errors such as authentication issues, invalid automation IDs, data mapping problems, and rate limiting. Implement best practices like error handling, validation, and logging to ensure your integration runs smoothly.
For further assistance, consult the official DocsAutomator API documentation, OAuth implementation guide, and template design guidelines to enhance your integration experience.
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 DocsAutomator + Relevance AI integration without writing code:
- Start with well-structured templates: Ensure your Google Docs templates have clear placeholders and consistent formatting for seamless data mapping.
- Utilize automation workflows: Leverage pre-built automations in DocsAutomator to quickly generate documents from your data sources.
- Authenticate securely: Make sure to set up OAuth credentials correctly to maintain secure access to your DocsAutomator account.
- Test with sample data: Before deploying automations at scale, test your document generation with sample data to catch any issues early.
- Monitor API usage: Keep an eye on your API call limits to avoid rate limiting and ensure smooth operation of your integrations.
