--- title: "Connect DocuGenerate and Grafana - APIANT.ai" description: "When \"New Document\" fires in DocuGenerate, your agent runs \"Add Team Member\" in Grafana, or \"New Dashboard\" in Grafana to \"Update document\" in DocuGenerate." canonical: "https://apiant.ai/connect/docugenerate-to-grafana" --- # Connect DocuGenerate and Grafana When **New Document** fires in [DocuGenerate](https://apiant.ai/connections/docugenerate), your agent runs **Add Team Member** in [Grafana](https://apiant.ai/connections/grafana), or **New Dashboard** in Grafana to **Update document** in DocuGenerate. Describe the whole flow and it is built, tested on every scenario and kept running. DocuGenerate **2** triggers DocuGenerate **10** actions Grafana **1** trigger Grafana **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DocuGenerate and Grafana to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What DocuGenerate and Grafana can do together ### From DocuGenerate to Grafana - When **New Document** in DocuGenerate then **Add Team Member** in Grafana - When **New Template** in DocuGenerate then **Create Alert Rule** in Grafana ### From Grafana to DocuGenerate - When **New Dashboard** in Grafana then **Update document** in DocuGenerate - When **New Dashboard** in Grafana then **Generate Document** in DocuGenerate Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with DocuGenerate and Grafana ## Triggers and actions 3 triggers · 34 actions - Trigger **New Document** Triggered when a new document is generated from the selected template. - Trigger **New Template** Triggers when a new template is created in your DocuGenerate account. - Action **Create Template** Creates a DocuGenerate template from an uploaded.docx,.doc,.odt,.rtf,.txt or.sql file, returning the template and the tags found in it. - Action **Delete document** Deletes a generated document from DocuGenerate. - Action **Delete template** Deletes a DocuGenerate template by its ID. - Action **Generate Document** Generates a document from a DocuGenerate template by filling its tags with your data, and returns the stored document with its download link. - Action **Get document** Returns a generated document by its ID, including its name, format, source template and download link. - Action **Get template** Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links. - Action **List documents** Returns all documents generated from a template, newest first. - Action **List templates** Returns all document templates in the account, newest first, optionally limited to one folder. - Action **Update document** Renames a generated document and returns the updated document. - Action **Update template** Updates a template's name, file, tag delimiters, folder, region or settings. - Trigger **New Dashboard** Triggers when a new dashboard is created in your Grafana instance. - Action **Add Team Member** Adds an existing Grafana user to a team. - Action **Create Alert Rule** Creates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule. - Action **Create Annotation** Creates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags. - Action **Create Folder** Creates a new folder in Grafana, optionally nested under a parent folder. - Action **Create or Update Dashboard** Creates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message. - Action **Create Team** Creates a new team in your Grafana organization with a name and optional email. - Action **Delete Alert Rule** Deletes a Grafana-managed alert rule or recording rule by its UID. - Action **Delete Annotation** Deletes an annotation from Grafana by its id. - Action **Delete Dashboard** Deletes a dashboard from your Grafana instance by its unique identifier. - Action **Delete Folder** Deletes a Grafana folder along with all dashboards and alerts stored in it. - Action **Find Annotations** Returns annotations matching the given time range, dashboard, panel, user, alert, type or tags. - Action **Find Teams** Finds teams in your Grafana organization by name or partial name. - Action **Get Alert Rule** Returns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder. - Action **Get Annotation** Returns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to. - Action **Get Dashboard** Returns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier. - Action **Get Data Source** Returns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID. - Action **Get Folder** Returns a Grafana folder by its UID, including its title and parent folder. - Action **Get Team** Returns a Grafana team's details (name, email, organization, created and updated times) by its ID. - Action **List Data Sources** Returns all data sources configured in your Grafana organization, with their names, types and connection settings. - Action **List Folders** Returns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder. - Action **Remove Team Member** Removes a user from a Grafana team. - Action **Update Alert Rule** Updates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings. - Action **Update Annotation** Updates the text, tags, or time range of an existing annotation. Fields left blank keep their current values. - Action **Update Folder** Updates an existing folder's title, or moves it under a different parent folder. ## Each app on its own - [ **DocuGenerate** DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various...](https://apiant.ai/connections/docugenerate) - [ **Grafana** Grafana offers application analytics visualization services and features graphing, styling, template...](https://apiant.ai/connections/grafana) Reviews ## What our customers say ## More from DocuGenerate - [ **DocuGenerate to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docugenerate-to-hubspot) - [ **DocuGenerate to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docugenerate-to-salesforce) - [ **DocuGenerate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docugenerate-to-slack) - [ **DocuGenerate to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/docugenerate-to-google-sheets) - [ **DocuGenerate to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docugenerate-to-gmail) - [ **DocuGenerate to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docugenerate-to-google-calendar) ## More into Grafana - [ **Google Sheets to Grafana** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-grafana) - [ **Gmail to Grafana** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-grafana) - [ **Google Calendar to Grafana** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-grafana) - [ **Google Drive to Grafana** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-grafana) - [ **ActiveCampaign to Grafana** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-grafana) - [ **Airtable to Grafana** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-grafana) Questions ## DocuGenerate and Grafana, answered ### ### What can start an automation from DocuGenerate? Any of DocuGenerate's 2 triggers in the catalog, including New Document and New Template. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Grafana when something happens in DocuGenerate? Any of Grafana's 24 actions, including Create Alert Rule, Create Annotation, Create Folder and Create or Update Dashboard. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Grafana to DocuGenerate? Yes. When something happens in Grafana, your agent can act in DocuGenerate too. This page covers both directions: Grafana's triggers and DocuGenerate's actions are listed here as well. ### ### Do I have to build a connector for DocuGenerate or Grafana? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use DocuGenerate and Grafana without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.