Docu Generate is a leading document automation platform that streamlines the creation, management and distribution of business documents.
Supercharge your document workflows with intelligent AI Agents that can automatically generate, analyze and process documents based on your business rules.
Docu Generate streamlines document creation and management with intelligent templates and automation. Relevance AI enhances this with AI Agents that can analyze content, make decisions, and generate personalized documents at scale.
Dynamic Document Creation
The agent can generate documents in real-time, adapting to user inputs and data changes.
Seamless Data Integration
Effortlessly pulls data from multiple sources to populate documents accurately.
Intelligent Workflow Automation
Automates repetitive tasks, streamlining complex document workflows for efficiency.
Relevance AI gives you access to Docu Generate's document automation 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 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 integration leverages secure OAuth authentication to ensure only authorized workflows can access your DocuGenerate data. Relevance AI manages API operations seamlessly in the background, handling request methods and data validation automatically.
Built-in error handling and response formatting ensure reliable document generation, even with complex template structures.
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 DocuGenerate + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct account permissions and API access are set up.
- Structure API requests: Use consistent request methods and properly formatted paths.
- Manage headers efficiently: Set appropriate headers while remembering Authorization headers are auto-handled.
- Monitor responses: Track response status codes and body content for successful integration.
- Handle data carefully: Validate request bodies and ensure proper JSON formatting for API calls.
