File management
DocuPotion for your Agent
Flow can find and read files in DocuPotion, and with read and write access it can save its drafts there.
It asks for your approval before it changes anything in DocuPotion. Connect with an API key from your DocuPotion account.
Connect DocuPotion in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect DocuPotion.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for DocuPotion.
What Flow can do depends on what DocuPotion offers through its API and on the access you choose.
Things to ask
Type these to Flow once DocuPotion is connected.
- DocuPotion
Find our latest ISO 9001 certificate in DocuPotion and attach it to the bid.
- DocuPotion
Save the filled technical offer to the tender folder in DocuPotion.
About DocuPotion
DocuPotion is a document generation service that creates PDF and PNG files from reusable templates and structured data. It helps teams turn clean data into polished documents without hand-building every file.
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