Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services.
Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services. On Nagent, Docupilot is exposed as a fully-configurable documents integration that any agent can call — 4 actions, and API key authentication. No code is required to wire Docupilot into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Docupilot to automate the kinds of tasks documents teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Docupilot into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Docupilot, with input parameters and output schema. Drop these into any step of an agent built in Helix.
DOCUPILOT_CREATE_FOLDERTool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
Input parameters
Name of the folder to be created
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCUPILOT_FOLDERS_CREATETool to create a new folder. Use when organizing documents into custom workspace folders after confirming workspace context.
Input parameters
Name of the folder to be created
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCUPILOT_FOLDERS_LISTTool to list all folders. Use after authentication to fetch available workspace folders.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCUPILOT_GET_AUTHENTICATED_USERTool to retrieve information about the authenticated user. Use after authentication to confirm identity and fetch user account details.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 59 agents privately built on Nagent that already use Docupilot.
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The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Docupilot, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Docupilot is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Docupilot is connected, you configure its 4 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Docupilot steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Docupilot event fires, the agent kicks off automatically.
Every Docupilot action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Docupilot ships with 4 pre-built documents actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Docupilot together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Docupilot-based workflows tailored to your business.