Connect DocsBot and Teamdeck to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DocsBot
Choose an Action
Automatically do this!
Add booking
Create Project
Create Resource
Create Organization Unit
Time Entry Resource
Update Project
Add New MileStone
List Resources
Enable Integrations or automations with these events of DocsBot and Teamdeck
Enable Integrations or automations with these events of DocsBot and Teamdeck
Actions
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
Add booking
Add a new Booking to the Selected Resource.
Create Project
Creates a new Project in your Organization.
Create Resource
Creates a new rRsource in your Account.
Create Organization Unit
Creates a organization unit.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your DocsBot and Teamdeck accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Teamdeck (or vice versa).
Absolutely. You can customize how DocsBot data is recorded in Teamdeck. This includes choosing which data fields go into which fields of Teamdeck, setting up custom formats, and filtering out unwanted information.
The data sync between DocsBot and Teamdeck 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 DocsBot and Teamdeck. 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 DocsBot
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn MoreAbout Teamdeck
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
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