Web Merge is a document automation platform that enables seamless creation and distribution of documents by merging data from various sources.
Enhance your document workflows with AI Agents that can intelligently process, generate, and manage documents at scale.
Web Merge excels at automating document creation and management through customizable templates. Relevance AI enhances this with intelligent AI Agents that can dynamically generate, analyze, and process documents based on complex business rules.
Intelligent Data Orchestration
The agent seamlessly integrates and organizes data from multiple sources for efficient document generation.
Dynamic Workflow Automation
The agent automates complex workflows, adapting in real-time to user inputs and data changes.
Enhanced Compliance Assurance
The agent ensures that all generated documents meet regulatory standards through automated compliance checks.
Relevance AI gives you access to Web Merge'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 safely merge and transform your documents through WebMerge's API. Relevance AI manages all HTTP methods and API operations behind the scenes—handling authorization, headers, and request formatting automatically.
Built-in request validation and response handling ensure reliable document generation and data transformation across your automated workflows.
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 WebMerge + Relevance AI integration without writing code:
- Prepare document templates: Set up well-structured WebMerge templates with clear merge fields.
- Validate data formats: Ensure your data matches WebMerge's expected field types and structures.
- Use proper authentication: Configure OAuth credentials correctly and maintain valid API access.
- Monitor API usage: Track your API calls to stay within WebMerge's rate limits.
- Test document merges: Verify outputs with sample data before running large-scale operations.
