Docupilot

documents 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 Visit Docupilot

About this integration

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.

Connect Docupilot to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 4 exposed

Plans All, incl. Free

Data Never trained on

Docupilot · in workflows

What teams actually run.

Three patterns teams run with Docupilot on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Auto-index new files

│ Watch for new uploads

│ Chunk, embed, and index

└ Make queryable via your knowledge persona

Q&A against a folder

│ Pin a folder as a brain

│ Ask the persona questions

└ Returns answers with citations

Document-trigger flows

│ New contract uploaded

│ Persona extracts key terms

└ Routes to the right approver

4 tools available

The Docupilot toolbox.

Every Docupilot capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

See it run

One prompt, start to finish.

A real prompt, the Docupilot tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Docupilot task end-to-end — plan it, execute across the API, and hand back a verified result.

docupilot.create_docupilot_folder Tool to create a new folder. Use when organizing documents into custom workspace folders a

docupilot.list_all_folders Tool to list all folders. Use after authentication to fetch available workspace folders. · verified

done

Done. Docupilot responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Docupilot

Questions, answered.

What teams ask before connecting Docupilot.

01 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.

02 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.

03 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.

04 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.

05 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.

06 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.