Does DoMyWork actually execute document generation?

Yes. Unlike suggestion engines, our agent performs the work. You describe the task, and it interacts directly with Docupilot to generate the files and store them where you need.

How is this different from native Docupilot templates?

Docupilot provides the templates, but DoMyWork provides the intelligence to trigger and fill them automatically based on events from 1,500+ other apps.

Is DoMyWork better than Zapier for Docupilot tasks?

Zapier requires building step-by-step logic. DoMyWork lets you describe your document process in plain English, and the agent handles the multi-step execution across Docupilot and other tools.

Can the agent monitor my Docupilot account?

Yes. You can set up agents to watch for triggers like generation failures or specific document events and act on them immediately.

Is my document data safe with DoMyWork?

Your data is processed securely to execute your tasks. We do not store your documents longer than necessary to complete the requested work.

Can I connect Docupilot to other apps?

Absolutely. DoMyWork connects Docupilot with 1,500+ apps, allowing you to pull data from your CRM, helpdesk, or HR system to populate your documents.

AI Agent for Docupilot

Generate contracts, invoices, and reports from your data automatically. DoMyWork AI agents work with Docupilot and 1,500+ apps to turn information into professional documents.

Generate a PDF contract for every new deal in HubSpot

Create an invoice for the latest closed order in Shopify

Draft a welcome letter for new hires in Google Sheets

Pull data from Salesforce and update the monthly report

Send the generated quote to the client via Gmail

Find missing invoice details and update the template

Agent for

Docupilot

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your data into professional documents in seconds

Generate contracts, invoices, reports, and onboarding letters across your apps instantly.

12 contracts generated in Docupilot

Generate missing contracts for all deals from last month

"Check my HubSpot deals from last month, identify those missing a signed contract, pull the deal data, generate the document in Docupilot, and save it to Google Drive."

Send Message

Update all outdated invoice templates

"Find all invoice templates in Docupilot that haven't been updated this year and apply the new company logo and address fields."

Send Message

Batch create reports from spreadsheet data

"Take the rows from my 'Q3 Sales' sheet, map them to the Docupilot report template, and generate individual PDFs for each region."

Send Message

Fix formatting errors in generated documents

"Review the last 10 generated documents in Docupilot for alignment issues and re-generate them with corrected margins."

Send Message

Archive old documents to cloud storage

"Move all Docupilot documents older than 12 months to the 'Archive' folder in my Google Drive."

Send Message

Got a different task in mind? Describe it

Send Message

Send renewal agreements to all expiring accounts

"Identify accounts in Salesforce expiring in 30 days, generate a renewal agreement in Docupilot, and email it to the account manager."

Send Message

Create custom onboarding guides for new clients

"Pull the client's industry and package details from Airtable and generate a personalised onboarding guide in Docupilot."

Send Message

Generate service summaries after support calls

"Take the notes from my latest Zendesk tickets and create a formal service summary document in Docupilot."

Send Message

Draft apology letters for service delays

"Create a formal apology document in Docupilot for customers impacted by last week's outage, using their name and ticket ID."

Send Message

Prepare success reports for quarterly reviews

"Gather usage stats from my database and generate a performance report in Docupilot for each of my key accounts."

Send Message

Got a different task in mind? Describe it

Send Message

Generate offer letters for all new hires

"Pull candidate details from Greenhouse, generate an offer letter in Docupilot, and save it to the candidate's folder."

Send Message

Create employee handbook updates

"Update the employee handbook template in Docupilot with the new policy changes and generate a version for each department."

Send Message

Draft performance review templates

"Generate a performance review document for every employee in my sheet, pre-filled with their name and manager's name."

Send Message

Prepare exit interview documents

"Create an exit interview form in Docupilot for employees marked as 'Offboarding' in my HR system."

Send Message

Generate training certificates for staff

"Take the list of completed training courses from my LMS and generate a certificate for each employee in Docupilot."

Send Message

Got a different task in mind? Describe it

Send Message

Generate invoices for all unpaid orders

"Find all unpaid orders in Shopify, generate an invoice in Docupilot, and email it to the customer."

Send Message

Prepare monthly expense reports

"Compile all receipts from my expense tracker and generate a summary report in Docupilot for the finance team."

Send Message

Draft refund letters for processed returns

"Create a formal refund confirmation document in Docupilot for every return processed in my e-commerce store."

Send Message

Generate tax compliance documents

"Pull transaction data from my accounting app and generate a tax summary document in Docupilot."

Send Message

Create payment reminder notices

"Identify overdue invoices in my accounting app and generate a reminder notice in Docupilot for each."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Docupilot AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Docupilot AI Agent

🛸 Autopilot

Generate documents the moment your data changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new records, generate the required documents, and store them before you even notice.

Setting up an autopilot is too easy

New deal is created in HubSpot

Describe...

1. Generate contracts for new closed deals

WhenNew deal is created in HubSpot

Then

When a new deal is created, generate a contract in Docupilot using the deal data and save it to the client's folder in Google Drive.

Put on Autopilot

2. Create meeting minutes after calendar events

WhenNew event is created in Google Calendar

Then

When a new meeting is created, generate a minutes template in Docupilot.

Put on Autopilot

3. Archive documents as soon as they are signed

WhenEnvelope is completed in DocuSign

Then

When a document is signed, move the final version to the 'Signed' folder in Dropbox.

Put on Autopilot

4. Generate weekly status reports

WhenEvery Monday at 09:00 AM

Then

Every Monday, pull the previous week's project data and generate a summary report in Docupilot.

Put on Autopilot

5. Flag incomplete document data

WhenDocument generation fails in Docupilot

Then

When a generation fails, alert me in Slack with the error details.

Put on Autopilot

1. Generate welcome packets for new signups

WhenNew entry is received in Typeform

Then

When a new signup arrives, generate a welcome packet in Docupilot and email it to the user.

Put on Autopilot

2. Create service reports for closed tickets

WhenNew ticket is created in Zendesk

Then

When a ticket is closed, generate a summary document in Docupilot.

Put on Autopilot

3. Draft renewal notices for expiring plans

WhenSubscription is expiring in Stripe

Then

When a subscription expires, generate a renewal notice in Docupilot.

Put on Autopilot

4. Generate account health reports

WhenEvery first of the month at 08:00 AM

Then

Monthly, pull account usage data and generate a health report in Docupilot.

Put on Autopilot

5. Alert on high-value account changes

WhenNew record is created in Salesforce

Then

When a high-value account is created, generate a welcome document in Docupilot.

Put on Autopilot

1. Generate offer letters for new candidates

WhenNew candidate is hired in Greenhouse

Then

When a candidate is hired, generate an offer letter in Docupilot.

Put on Autopilot

2. Create onboarding checklists for new hires

WhenNew employee is added in BambooHR

Then

When a new employee is added, generate a checklist in Docupilot.

Put on Autopilot

3. Draft termination documents

WhenEmployee is terminated in BambooHR

Then

When an employee is terminated, generate the required exit documents in Docupilot.

Put on Autopilot

4. Generate training certificates

WhenCourse is completed in LMS

Then

When a course is finished, generate a certificate in Docupilot.

Put on Autopilot

5. Send policy update notices

WhenEvery Monday at 10:00 AM

Then

Weekly, check for new policies and generate a summary document in Docupilot.

Put on Autopilot

1. Generate invoices for new orders

WhenNew order is created in Shopify

Then

When a new order is created, generate an invoice in Docupilot.

Put on Autopilot

2. Create refund receipts

WhenNew refund is created in Shopify

Then

When a refund is processed, generate a receipt in Docupilot.

Put on Autopilot

3. Draft payment reminders

WhenNew invoice is created in QuickBooks

Then

When an invoice is overdue, generate a reminder in Docupilot.

Put on Autopilot

4. Generate expense summaries

WhenNew report is submitted in Expensify

Then

When a report is submitted, generate a summary in Docupilot.

Put on Autopilot

5. Create tax summary reports

WhenEvery month at 09:00 AM

Then

Monthly, pull transaction data and generate a tax report in Docupilot.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Docupilot

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Contract Generation Playbook

FormCollect data with form

1. Enter deal details

Enter deal details

Fill fields below 👇

Deal Name *

Client Name *

Deal Value *

AI AgentExecute agent from playbook

2. Validate deal data

Agent

Verify the deal details for {{Deal Name}}.

Complete in a clickSend data to 1500+ apps

3. Generate contract

Generate DocumentinDocupilot

4. Save to Drive

Upload FileinGoogle Drive

Contract Generation Playbook

Generate and store professional contracts in one click.

Clone This Playbook

Report Creation Playbook

Generate custom reports from spreadsheet data.

Clone This Playbook

Template Update Playbook

Update document templates across the board.

Clone This Playbook

Document Archive Playbook

Clean up old documents efficiently.

Clone This Playbook

Meeting Minutes Playbook

Generate minutes from meeting notes.

Clone This Playbook

Renewal Playbook

Generate renewal agreements automatically.

Clone This Playbook

Onboarding Playbook

Create custom client onboarding guides.

Clone This Playbook

Service Summary Playbook

Generate summaries after support interactions.

Clone This Playbook

Apology Playbook

Draft formal apology letters for clients.

Clone This Playbook

Review Playbook

Prepare quarterly success reports.

Clone This Playbook

Offer Letter Playbook

Generate offer letters for candidates.

Clone This Playbook

Handbook Playbook

Update and distribute employee handbooks.

Clone This Playbook

Performance Review Playbook

Generate performance review documents.

Clone This Playbook

Exit Interview Playbook

Create exit interview documentation.

Clone This Playbook

Certificate Playbook

Generate training certificates.

Clone This Playbook

Invoice Playbook

Generate invoices for unpaid orders.

Clone This Playbook

Expense Playbook

Generate monthly expense reports.

Clone This Playbook

Refund Playbook

Draft refund receipts.

Clone This Playbook

Reminder Playbook

Draft payment reminders.

Clone This Playbook

Tax Playbook

Generate tax summary reports.

Clone This Playbook

1500+ App Integrations

Connect Docupilot + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

Freshworks CRM (Freshsales Suite)

SafetyCulture (iAuditor)

Google My Business

LearnDash

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

Facebook Ads Management And Insights

Lob

Forminit.com (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Wix

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New deal is created in HubSpot

Then

Recurring Work on autopilot

Autopilot

Document Generation

Enter record details

Generate document

Send via email

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Docupilot

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Docupilot AI Agent

An AI agent for Docupilot is a digital assistant that automatically generates, updates, and manages your documents by pulling data from your connected apps, removing the need for manual creation.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Docupilot

Turn your data into professional documents in seconds

Generate missing contracts for all deals from last month

Update all outdated invoice templates

Batch create reports from spreadsheet data

Fix formatting errors in generated documents

Archive old documents to cloud storage

Got a different task in mind? Describe it

Send renewal agreements to all expiring accounts

Create custom onboarding guides for new clients

Generate service summaries after support calls

Draft apology letters for service delays

Prepare success reports for quarterly reviews

Got a different task in mind? Describe it

Generate offer letters for all new hires

Create employee handbook updates

Draft performance review templates

Prepare exit interview documents

Generate training certificates for staff

Got a different task in mind? Describe it

Generate invoices for all unpaid orders

Prepare monthly expense reports

Draft refund letters for processed returns

Generate tax compliance documents

Create payment reminder notices

Got a different task in mind? Describe it

How Does a Docupilot AI Agent Work

Generate documents the moment your data changes — with agents on autopilot

1. Generate contracts for new closed deals

2. Create meeting minutes after calendar events

3. Archive documents as soon as they are signed

4. Generate weekly status reports

5. Flag incomplete document data

1. Generate welcome packets for new signups

2. Create service reports for closed tickets

3. Draft renewal notices for expiring plans

4. Generate account health reports

5. Alert on high-value account changes

1. Generate offer letters for new candidates

2. Create onboarding checklists for new hires

3. Draft termination documents

4. Generate training certificates

5. Send policy update notices

1. Generate invoices for new orders

2. Create refund receipts

3. Draft payment reminders

4. Generate expense summaries

5. Create tax summary reports

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Contract Generation Playbook

Report Creation Playbook

Template Update Playbook

Document Archive Playbook

Meeting Minutes Playbook

Renewal Playbook

Onboarding Playbook

Service Summary Playbook

Apology Playbook

Review Playbook

Offer Letter Playbook

Handbook Playbook

Performance Review Playbook

Exit Interview Playbook

Certificate Playbook

Invoice Playbook

Expense Playbook

Refund Playbook

Reminder Playbook

Tax Playbook

Connect Docupilot + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Docupilot AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Docupilot AI Agent