Integrations

Supercharge Docupilot with Relevance AI

Docupilot is an integration platform that automates document generation and management via a robust API. With Relevance AI, you can elevate your document processes by leveraging AI Agents to create, manage, and optimize workflows efficiently.

Give your AI Agents Docupilot Superpowers

Docupilot streamlines document generation and management with its powerful API. Relevance AI amplifies this by enabling AI Agents to automate complex workflows and make data-driven decisions effortlessly.

Document Intelligence Mastery

AI agents gain advanced capabilities to analyze, structure, and optimize document content for maximum efficiency and accuracy.

Workflow Orchestration

Agents can seamlessly coordinate complex document processes across multiple systems and departments with intelligent routing and tracking.

Compliance Intelligence

AI agents ensure documents maintain regulatory compliance while automatically adapting to policy changes and requirements.

Tools

Equip AI Agents with the Docupilot Tools they need

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

Docupilot - Create Document
Automates document generation by merging templates with provided data tokens, allowing for dynamic document creation through API integration
Name
Docupilot API Call
Description
Make an authorized request to a Docupilot API
Parameters
["OAuth authentication", "HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers", "Request body configuration", "Response handling"]
Use Case
A legal firm automates document generation by using Docupilot API calls to create customized contracts and agreements based on client data, reducing manual document preparation time from hours to minutes while ensuring consistency across all legal documents.
Quick Start

Connect Docupilot to Relevance AI in minutes

Security & Reliability

The Docupilot integration utilizes OAuth-based secure authentication, ensuring that only authorized workflows can access your document generation and management capabilities. Relevance AI manages API operations (such as POST for document creation and GET for retrieving documents) seamlessly in the background, allowing you to focus on your business processes without worrying about errors, formatting, or API limits.

With built-in JSON-based data mapping and flexible template management, your document workflows can adapt to various data formats, ensuring smooth operation even when dealing with complex token 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.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Docupilot + Relevance AI integration without writing code:
  • Start with clear templates: Use descriptive names and consistent token formats in your Docupilot templates.
  • Utilize the API documentation: Familiarize yourself with the API endpoints and response structures to streamline your integration process.
  • Manage tokens effectively: Validate token values and handle special characters to avoid parsing errors.
  • Test your document creation: Run tests with sample data to ensure documents are generated correctly before going live.
  • Monitor API usage: Keep an eye on rate limits and implement error handling to manage potential issues gracefully.