Qwilr is a cloud-based document creation platform that enables businesses to create visually appealing, interactive proposals and sales documents.
Supercharge your document workflows with AI Agents that can automatically generate and personalize content while maintaining brand consistency.
Qwilr brings professional document creation and proposal management to life. Relevance AI enhances it with AI Agents that can automatically generate, personalize and optimize sales documents at scale.
Dynamic Content Generation
The agent crafts personalized proposals by pulling real-time data from CRM systems.
Enhanced Client Engagement
The agent analyzes client data to suggest tailored content, boosting interaction.
Automated Insights Delivery
The agent provides actionable analytics on document performance and client interactions.
Relevance AI gives you access to a wide variety of Qwilr tools within your automated workflows and AI Agents.
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 uses secure OAuth authentication, ensuring only authorized workflows access your Qwilr documents and templates. Relevance AI handles API operations seamlessly in the background—managing authentication headers and request formatting automatically.
Built-in validation ensures your workflows run smoothly, with automatic handling of API responses and error states.
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 Qwilr + Relevance AI integration without writing code:
- Organize your Qwilr documents: Maintain clear document naming and folder structure for easier API access.
- Use proper authentication: Ensure OAuth credentials are correctly configured and permissions are appropriate.
- Follow API best practices: Respect rate limits and use appropriate HTTP methods for different operations.
- Validate responses: Check status codes and response bodies to ensure successful API interactions.
- Monitor usage: Keep track of API calls and document access patterns to optimize performance.
