Documint for AI agents
Agents read Documint at once. Changes and sends are held for a person's approval by default.
About Documint
Documint is a document generation platform that allows you to create dynamic documents from templates.
What an agent can do in Documint
Every Documint action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Documint without asking first. 3 actions.
- Get TemplateTool to retrieve a single template by its ID. Use when you need to fetch details of a specific template before generating documents.
- List DocumentsRetrieves documents from the authenticated user's Documint account with optional pagination. Returns a list of documents with their IDs, names, associated templates, and timestamps. Use this to view p
- List TemplatesTool to list all templates in the authenticated user's account. Use after obtaining a valid API key.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.
- Create DocumentTool to merge data into a template to create a document (PDF generation). Send JSON data with template variables in the request body to generate a PDF document. Returns a URL to the generated PDF (val
- Delete TemplateTool to permanently delete a single template by its ID. Use when you need to remove an outdated or unused template; ensure the template ID is correct before calling.
- Update TemplateTool to update a single template by its ID. Use when you need to modify an existing template's settings or layout after fetching its current details.
Changes wait in Needs you
Changes and sends in Documint are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Documint questions
Can an agent change data in Documint on its own?
Not by default. Changes and sends in Documint are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Documint?
This connector lists 3 read actions. Reads run at once, without waiting for approval.
How does Documint connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.