01
Auto-index new files
- Watch for new uploads
- Chunk, embed, and index
- Make queryable via your knowledge persona
Docupilot
4 tools 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.
Connect Docupilot to Definable to auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas call Docupilot's 4 tools directly from chat or scheduled flows. Connect this integration to a knowledge persona — the agent will ground answers in your documents with citations.
Common workflows with Docupilot
02
Q&A against a folder
- Pin a folder as a brain
- Ask the persona questions
- Returns answers with citations
03
Document-trigger flows
- New contract uploaded
- Persona extracts key terms
- Routes to the right approver
Docupilot actions 4
Every Docupilot action below is a callable tool any Definable persona can invoke.
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.
Algodocs
AlgoDocs is an AI-powered platform that automates data extraction from business documents, offering fast, secure, and accurate processing without the need for templates or training.
API2PDF
Api2Pdf is a REST API that enables developers to generate PDFs from HTML, URLs, and various document formats using engines like wkhtmltopdf, Headless Chrome, and LibreOffice.
Boldsign
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows
Boloforms
BoloForms is an eSignature platform designed for small businesses, offering unlimited signatures, templates, forms, and team members at a fixed price.
Box
Box is a cloud content management platform for secure file storage, sharing, collaboration, and governance.
Carbone
Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.
Frequently asked questions
What can I automate with Docupilot on Definable?
Anything Docupilot exposes through its API. Common documents workflows on Definable include auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas can call any of the 4 Docupilot tools directly, then chain the result into another integration without you writing code.
How does Docupilot authentication work?
Docupilot uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Docupilot integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 4 Docupilot tools. You only need a separate Docupilot subscription if Docupilot itself charges per seat or per API call.
Is using Docupilot through Definable secure?
Every call from a persona to Docupilot is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Docupilot on Definable?
Sign up for Definable, open the integrations page, find Docupilot, and connect via OAuth or API key. You can immediately attach Docupilot to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Docupilot actions does Definable expose?
Definable exposes all 4 Docupilot actions as callable tools — including `Create Docupilot Folder`, `Create Docupilot Folder`, `List all folders`, plus 1 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Docupilot?
Wire it up in minutes. No coding required.