Formstack Documents is a powerful tool for automated document generation and management. By integrating with Relevance AI, you can elevate your document workflows with AI-driven insights and automation capabilities.
Formstack Documents automates the creation and management of documents in various formats. With Relevance AI, you can leverage AI Agents to streamline these processes, making document generation smarter and more efficient.
Intelligent Document Orchestration
AI agents can dynamically route, generate, and manage document workflows based on real-time business rules and context.
Predictive Data Population
AI agents anticipate and auto-fill document fields using historical data patterns and contextual understanding.
Compliance Assurance
Agents automatically validate document content against industry regulations and internal policies in real-time.
Relevance AI seamlessly integrates with Formstack Documents 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 Formstack Documents account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Formstack Documents integration with Relevance AI enables seamless automated document generation, management, and merging capabilities through a robust API interface. This integration allows you to programmatically create, retrieve, and merge documents, eliminating the need for manual paperwork through automated workflows.
Key benefits include automated document generation, support for multiple output formats (PDF, DOCX, XLSX, PPTX), seamless API integration, and powerful document merging capabilities.
To get started, ensure you have the required accounts and credentials, including a Formstack Documents account with API access, a Relevance AI account, and OAuth credentials with the necessary permissions. Additionally, make sure your system meets the requirements, such as having Node.js 12.x or higher and HTTPS support for API calls.
Installation is straightforward: first, install the Relevance AI client using npm, then configure OAuth authentication with your account details. After that, initialize the client to begin using the integration.
For a quick start, you can create a document by specifying the necessary parameters, retrieve a document using its ID, and merge documents by providing the required merge data. Each operation returns a structured response, allowing you to handle the results effectively.
In case of issues, common errors include authentication errors, document creation failures, and merge operation failures. Solutions are provided for each scenario to help you troubleshoot effectively.
Best practices for using the integration include implementing error handling, managing API rate limits, and organizing documents meaningfully. Performance optimization techniques such as batch operations and resource management can further enhance your workflow efficiency.
For additional resources, refer to the API documentation, contact support for assistance, and be aware of the rate limits to ensure smooth operation of your integration.
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 Formstack Documents + Relevance AI integration without writing code:
- Start with a clear document structure: Use meaningful document names and consistent formats for easy identification.
- Utilize templates: Create reusable document templates in Formstack Documents to streamline the generation process.
- Connect carefully: Ensure you approve the correct Formstack Documents account and set the appropriate permissions during setup.
- Test before scaling: Run document generation and merging on sample data first to avoid large-scale errors.
- Monitor API usage: Keep track of your API requests to avoid hitting rate limits and implement exponential backoff for retries.
