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.
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.
Relevance AI seamlessly integrates with Docupilot 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 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.
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.
