Integration
Connect Sally to Docupanda
When New Recording fires in Sally, your agent runs Add document in Docupanda. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Sally and Docupanda to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Sally can start in Docupanda
When New Recording in Sally
then Add document in Docupanda
When New Summary for Appointment Created in Sally
then Classify documents in Docupanda
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 Sally and Docupanda
Triggers and actions 3 triggers · 29 actions
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
Action
Add classAdds a new document class, with a name and description, to your classification taxonomy.
Action
Add documentSubmits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.
Action
Add schemaCreates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.
Action
Classify documentsStarts a classification job that sorts one or more documents into your classes. Returns the job ID and status.
Action
Delete documentDeletes a document previously submitted to DocuPanda for processing.
Action
Find documentsFinds documents whose filename or document ID matches the search text, optionally within one dataset.
Action
Get documentReturns a processed document, including its processing status, extracted text, pages and metadata.
Action
Get jobReturns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.
Action
Get schemaReturns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.
Action
Get standardizationReturns a standardization's extracted JSON data along with its document, schema, job and metadata details.
Action
List classesReturns every document class defined in your DocuPipe classification taxonomy.
Action
List documentsReturns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.
Action
List schemasReturns the extraction schemas in your DocuPanda account.
Action
Standardize documentsStarts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Sally and Docupanda, answered
What can start an automation from Sally?
Any of Sally's 3 triggers in the catalog, including New Recording, New Summary for Appointment Created and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupanda when something happens in Sally?
Any of Docupanda's 14 actions, including Add class, Add document, Add schema and Classify documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Docupanda to Sally?
Docupanda has no triggers in the catalog today, so automations start in Sally. If you need the other direction, ask: your agent reads Docupanda's API documentation and adds it.
Do I have to build a connector for Sally or Docupanda?
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 Sally and Docupanda 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.