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.

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.