Connect Decision Vault and docAnalyzer AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Decision Vault
Choose an Action
Automatically do this!
Find all Documents
Chat with a Document
Find all Labels
Label based Document Detailing
Enable Integrations or automations with these events of Decision Vault and docAnalyzer AI
Enable Integrations or automations with these events of Decision Vault and docAnalyzer AI
Actions
Search Matter
Pull information for a given matter (by id).
PreCreate Matter
Action creates a new matter and returns an invite link to send to the client.
Get Contacts for Matter
Pull contacts for a given matter (by id).
Find all Documents
Find all Documents
Chat with a Document
Chat with a Document
Find all Labels
Find all Labels
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Decision Vault and docAnalyzer AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Decision Vault triggers actions in docAnalyzer AI (or vice versa).
Absolutely. You can customize how Decision Vault data is recorded in docAnalyzer AI. This includes choosing which data fields go into which fields of docAnalyzer AI, setting up custom formats, and filtering out unwanted information.
The data sync between Decision Vault and docAnalyzer AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Decision Vault and docAnalyzer AI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Decision Vault
DecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.
Learn MoreAbout docAnalyzer AI
docAnalyzer AI is an advanced tool designed to analyze and process documents using artificial intelligence. It offers features such as document classification, data extraction, and content analysis, making it an essential tool for businesses and individuals looking to streamline their document management processes.
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