# DocuGenerate AI agent for Slack & Microsoft Teams

Viktor is an AI employee that connects to DocuGenerate and helps you generate and convert documents from templates or data, running 9 DocuGenerate actions for you like Get Template, Get Document, and New Template. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in DocuGenerate and reports back. Viktor connects with a scoped API key.

- Tool: DocuGenerate
- Category: Productivity
- Connection: API key
- Actions available: 9
- Works from: Slack and Microsoft Teams
- Page: https://viktor.com/integrations/docugenerate

## What can you ask Viktor to do in DocuGenerate?

- "Generate this month's invoices in DocuGenerate from this spreadsheet of customer data."
- "Merge these files into a single PDF using DocuGenerate."
- "Convert this report into a branded PDF with DocuGenerate and send it to me."
- "Set up DocuGenerate to generate a fresh report from this template every Friday."

## What can Viktor do in DocuGenerate? (9 actions)

- **Update Document** - Updates a specific document.
- **List Templates** - Retrieves a list of all templates.
- **List Documents** - Retrieves a list of documents generated from a template.
- **Get Template** - Retrieves a specific template.
- **Get Document** - Retrieves a specific document.
- **Generate Document** - Generates a document from a template.
- **Delete Template** - Deletes a specific template.
- **Delete Document** - Deletes a specific document.
- **New Template** - Creates a new document template from a file.

## How does Viktor work with DocuGenerate?

1. Add Viktor to Slack or Microsoft Teams.
2. Connect DocuGenerate with an API key - Viktor handles authentication.
3. Ask in plain English. Viktor runs the DocuGenerate actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval.

## What is a DocuGenerate AI agent?

A DocuGenerate AI agent is an AI that connects to your DocuGenerate account and completes work in it - it doesn't just answer questions about DocuGenerate, it takes the actions. Viktor is that agent: an AI employee that works in DocuGenerate on your behalf and delivers the finished result in Slack or Microsoft Teams.

Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right DocuGenerate actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.

### About DocuGenerate

Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app.

## Security and permissions

- Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time.
- Review-first approvals: sensitive DocuGenerate actions wait for your sign-off before they run.
- Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
- SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

## FAQ

### Does Viktor integrate with DocuGenerate?

Yes. DocuGenerate is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in DocuGenerate from Slack or Microsoft Teams - no workflow builder, no code.

### How do I connect DocuGenerate to Viktor?

Ask Viktor in Slack or Microsoft Teams to connect DocuGenerate, then paste an API key from your DocuGenerate account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes.

### What can Viktor do in DocuGenerate?

Viktor can run 9 DocuGenerate actions, including Get Template, Get Document, and New Template - and chain them with other tools in a single request. In practice that means Viktor helps you generate and convert documents from templates or data. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done.

### Do I need to build workflows to automate DocuGenerate?

No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which DocuGenerate actions to take, runs them, and reports back.

### Is my DocuGenerate data secure with Viktor?

Yes. Viktor connects to DocuGenerate with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

### How much does the DocuGenerate integration cost?

Nothing extra - every integration, including DocuGenerate, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month.

### Can Viktor use DocuGenerate together with my other tools?

Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from DocuGenerate, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams.

## Viktor uses DocuGenerate together with

- [Slack](https://viktor.com/integrations/slack)
- [Gmail](https://viktor.com/integrations/gmail)
- [Google Sheets](https://viktor.com/integrations/google-sheets)
- [HubSpot](https://viktor.com/integrations/hubspot)
- [Notion](https://viktor.com/integrations/notion)
- [Salesforce](https://viktor.com/integrations/salesforce)

## More Productivity integrations

- [GitHub](https://viktor.com/integrations/github)
- [Asana](https://viktor.com/integrations/asana)
- [Basecamp](https://viktor.com/integrations/basecamp)
- [Monday.com](https://viktor.com/integrations/monday-com)
- [Jira](https://viktor.com/integrations/jira)
- [Linear](https://viktor.com/integrations/linear)
- [Miro](https://viktor.com/integrations/miro)
- [ServiceM8](https://viktor.com/integrations/servicem8)

## Get started

Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.
