Connect Docupilot to your AI agent

Productivity 4 actions available

Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services.

We set up the connection using your own Docupilot account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Docupilot

Each one is a real action the agent can take on its own, the same things a person clicking around Docupilot could do. Read-only by default; write actions are confirmed against your policy.

  • Create Docupilot Folder Tool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
  • Create Docupilot Folder Tool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
  • List all folders Tool to list all folders. Use after authentication to fetch available workspace folders.
  • Get Authenticated User Tool to retrieve information about the authenticated user. Use after authentication to confirm identity and fetch user account details.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Docupilot, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Docupilot questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Docupilot's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Docupilot to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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