Connect Docugami and Agent AI to Build Intelligent Automations

Choose a Trigger

Docugami

When this happens...

Choose an Action

Agent AI

Automatically do this!

Ready to use Docugami and Agent AI automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Create Project

Create Project

Triggers when new projects are created within the selected time interval.

Create Docsets

Create Docsets

Triggers when new docsets are created within the selected time interval.

Request a new Trigger for Docugami

Do thisActions

Action is the task that follows automatically within your Docugami integrations.

Create a docset

Create a docset

Create a docset in Docugami.

Create a project

Create a project

Create a Project in Docugami.

Publish a project

Publish a project

Publish a project in Docugami.

Web Page Content

Web Page Content

Extract text content from a specified web page or domain.

Web Page Screenshot

Web Page Screenshot

Capture a visual screenshot of a specified web page for documentation or analysis.

YouTube Video Transcript

YouTube Video Transcript

Fetches the transcript of a YouTube video using the video URL.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Docugami and Agent AI?

To start, connect both your Docugami and Agent AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Agent AI (or vice versa).

Can we customize how data from Docugami is recorded in Agent AI?

Absolutely. You can customize how Docugami data is recorded in Agent AI. This includes choosing which data fields go into which fields of Agent AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docugami and Agent AI?

The data sync between Docugami and Agent AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docugami to Agent AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docugami and Agent AI?

Yes, you can set conditional logic to control the flow of data between Docugami and Agent 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.

Docugami

About Docugami

Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.

Learn More
Agent AI

About Agent AI

Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.

Learn More