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Beyond-Bot.ai + docupilot
Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to docupilot.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in docupilot.
Trigger Workflows
Start automated workflows in docupilot based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within docupilot.
Docupilot Create Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Docupilot Folders Create
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Docupilot Folders List
Tool to list all folders. use after authentication to fetch available workspace folders.
Docupilot Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.