Team
Shared credential for production and unattended runs.
Connect Docupilot with Hookshot™ and your stack
Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services.
Tools and triggers
What Agents can do in Docupilot
Available tools and events after Docupilot is connected.
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Create Docupilot Folder
Tool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
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Create Docupilot Folder
Tool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
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Get Authenticated User
Tool to retrieve information about the authenticated user. Use after authentication to confirm identity and fetch user account details.
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List All Folders
Tool to list all folders. Use after authentication to fetch available workspace folders.
Setup
Connect Docupilot in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
Build with us
See Hookshot™ in your stack.
Request early access or book a live walkthrough with the team.
