# Formstack Documents AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Formstack Documents with a scoped API key and helps you generate and convert documents from templates or data, running 3 Formstack Documents actions for you like Get Document, Merge Document, and Create Document. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Formstack Documents and reports back. Setup takes about two minutes. - Tool: Formstack Documents - Category: Productivity - Connection: API key - Actions available: 3 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/formstack-documents ## What can you ask Viktor to do in Formstack Documents? - "Generate this month's invoices in Formstack Documents from this spreadsheet of customer data." - "Merge these files into a single PDF using Formstack Documents." - "Convert this report into a branded PDF with Formstack Documents and send it to me." - "Set up Formstack Documents to generate a fresh report from this template every Friday." ## What can Viktor do in Formstack Documents? (3 actions) - **Create Document** - Create a new document. - **Merge Document** - Initiates a merge process using provided data. - **Get Document** - Get the details of the specified document. ## How does Viktor work with Formstack Documents? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Formstack Documents with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Formstack Documents actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Formstack Documents AI agent? A Formstack Documents AI agent is an AI that connects to your Formstack Documents account and completes work in it - it doesn't just answer questions about Formstack Documents, it takes the actions. Viktor is that agent: an AI employee that works in Formstack Documents 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 Formstack Documents actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Formstack Documents Automate your document generation. Eliminate paperwork and transform data into beautifully designed Formstack documents you can send anywhere. ## 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 Formstack Documents 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 Formstack Documents? Yes. Formstack Documents 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 Formstack Documents from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Formstack Documents to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Formstack Documents, then paste an API key from your Formstack Documents 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 Formstack Documents? Viktor can run 3 Formstack Documents actions, including Get Document, Merge Document, and Create Document - 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 Formstack Documents? 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 Formstack Documents actions to take, runs them, and reports back. ### Is my Formstack Documents data secure with Viktor? Yes. Viktor connects to Formstack Documents 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 Formstack Documents integration cost? Nothing extra - every integration, including Formstack Documents, 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 Formstack Documents 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 Formstack Documents, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Formstack Documents 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.