Docupilot
Document generation tool that merges data into Word, PDF and email templates.
- Category
- Productivity & Collaboration
- Type
- Document automation
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
02Data
What you can sync.
- Templates
- Documents
- Deliveries
Bring Docupilot templates into your Lake and ask an AI Mind where work is stuck and why.
Need more? Name any other Docupilot data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Docupilot uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Docupilot if you need help.
04How it works
How it works in DataMind.
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Pick Docupilot.
Open Lake, pick Docupilot in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Docupilot API docs.
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Answer a few questions.
The AI reads the Docupilot documentation, then asks which credentials you will use, which data to sync (for example templates and documents), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Docupilot data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
