Connect Shortcut and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Category
New Story
New Epic
New Label
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Shortcut and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Category
Triggers when a new Category is Created.
New Story
Triggers when a new Story is Created.
New Epic
Triggers when a new epic is created.
New Label
Triggers when a new label is created.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Shortcut integrations.
Create Story
Creates a new story in Shortcut.
Search Stories
Finds stories in your Shortcut workspace using a text query or selected filters.
Create a Category
Creates a new Category in Shortcut.
Create a Label
Creates a new Label
Find or Create a Story
Search for stories in Shortcut.
Create Epic
Creates a new epic in your Shortcut project.
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Frequently Asked Questions
To start, connect both your Shortcut and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Shortcut triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Shortcut data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between Shortcut and Docugami 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 Shortcut and Docugami. 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 Shortcut
Shortcut is a project management tool designed to help teams plan, collaborate, and track their work efficiently. It offers features like task management, workflow automation, and team collaboration to streamline project execution.
Learn MoreAbout Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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