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DocuAction AI
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🔌 Integrations

Connects to Everything Your Team Uses

DocuAction AI is not an isolated tool. It plugs directly into the platforms your organization already runs on — meeting tools, file storage, email, ticketing systems, and CRM. One-click OAuth connections. No IT department required. No custom development needed.

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Meeting platforms

Auto-Process Every Meeting Recording

Connect once. Every future meeting recording is automatically transcribed, analyzed, and delivered as structured outputs.

📹

Zoom

Connect your Zoom account with one click. When a cloud recording becomes available after a meeting ends, DocuAction AI automatically downloads the audio, transcribes it with speaker identification, and generates all five structured outputs. Your team gets the executive brief before the follow-up meeting is scheduled.

  • Auto-join via OAuth — no bot in meetings
  • Cloud recording download + processing
  • Speaker diarization across participants
  • Webhook-driven — no polling
👥

Microsoft Teams

Receive webhook notifications when Teams recording files become available in OneDrive. The system downloads the recording, extracts the audio track, transcribes and processes it through the full AI pipeline. Optionally post the meeting summary directly back to the Teams channel.

  • Microsoft Graph API integration
  • OneDrive recording auto-download
  • Post summaries to Teams channels
  • Azure AD SSO support
🎥

Google Meet

Google Calendar integration detects when meetings end. Recordings stored in Google Drive are automatically detected, downloaded, and processed. AI-generated summaries can be written directly to a new Google Doc for collaborative editing by the team.

  • Calendar-aware meeting detection
  • Drive recording auto-processing
  • Summary export to Google Docs
  • Google Workspace compatible
Document sources

Autonomous Document Watching

Point DocuAction AI at any folder. New documents are detected and processed automatically — 24/7 without anyone clicking upload.

📂 SharePoint

Point at any SharePoint document library. New documents are detected automatically and processed without manual upload. A compliance team monitoring their regulatory updates folder gets an executive brief of every new document the morning after it arrives. Configure which document types trigger processing and which output formats to generate.

📁 Google Drive

Designate any Google Drive folder as a watched source. When new audio or document files appear — regulatory updates, vendor submissions, team recordings — DocuAction AI detects them, downloads them, and processes them automatically. AI-generated summaries can be written back to Google Docs for collaborative editing.

🪣 Amazon S3

Monitor S3 buckets for new file uploads. Configure path prefixes, file type filters, and processing schedules. Ideal for organizations with existing document management pipelines that deposit files into cloud storage. Event-driven processing via S3 notifications — zero polling overhead.

📧 Outlook Inbox

Watch specific Outlook folders or rules-based filtered emails for document attachments. When a vendor sends a contract update or a regulator sends new guidance, the attachment is automatically extracted and processed. The AI summary lands in your inbox alongside the original email.

Output delivery

Send Intelligence Where It's Needed

AI outputs flow directly into the tools your team uses for action — no copy-paste, no reformatting.

📧 Outlook Email

Send AI-generated outputs directly as email drafts in your Outlook outbox. An executive brief about a regulatory change, a follow-up email from a sales call, a task assignment from a meeting — one click and it's ready to send without copy-pasting between applications.

🔧 ServiceNow

When DocuAction AI identifies a high-risk compliance gap or critical finding, it creates a ServiceNow incident ticket with the finding description, assigns it to the appropriate team, sets the priority level, and links the supporting evidence. A document insight becomes a tracked workflow item in seconds.

☁️ Salesforce

Push meeting intelligence directly into CRM records. When a sales team processes a prospect's RFP through DocuAction AI, the extracted requirements, key insights, and action items push directly into the Salesforce opportunity record, keeping the entire pursuit team aligned without manual data entry.

💬 Slack (Coming Soon)

Post AI-generated summaries and action items to designated Slack channels. When a meeting is processed, the team channel gets a structured summary with key decisions and next steps. Tag specific team members on their assigned action items. Launching Q3 2026.

Developer API

Build Custom Integrations

Full programmatic access through 49 documented REST endpoints. Upload documents, trigger processing, retrieve outputs, manage users, and configure integrations — all through a clean, versioned API.

  • 49 REST endpoints at /api/v1/
  • JWT HS256 authentication
  • Swagger + ReDoc auto-documentation
  • Webhook support for event-driven architectures
  • Rate limiting at 60 requests/minute
  • Batch upload and processing endpoints
View API Docs →
// Upload a document
POST /api/v1/documents/upload
// Generate AI output
POST /api/v1/outputs/generate
// Transcribe audio
POST /api/audio/upload
POST /api/audio/{id}/transcribe
// Extract action items
POST /api/actions/extract

// Response
{
  "content": "Executive summary...",
  "model_used": "claude-haiku",
  "confidence": 0.94,
  "processing_ms": 2840
}
Access methods

Multiple Ways to Use DocuAction AI

🌐

Web Application

Primary interface at app.docuaction.io. Upload, record, manage, and administer. Works on any modern browser.

🔄

Automated Watchers

Connect SharePoint, Drive, or S3. Documents process 24/7 without manual upload.

🔗

REST API

49 endpoints for custom integrations. Build DocuAction into your existing workflows.

Coming Q3 2026: Native iOS and Android apps for mobile recording, document capture, and output review on the go.

Connect Your Tools in Minutes

One-click OAuth setup. Start processing documents from your existing platforms today.

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