Integration · Docs and data
AI agents for PandaDoc
Create PandaDoc documents from templates, send them for signature, check their status, list documents, and make signing links.
- Actions
- 5
- Read
- 2
- Write
- 3
Actions
What your agents can do in PandaDoc
5 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
Get a document's status
Reads a document's basic details: status (document.uploaded, draft, sent, viewed, waiting_approval, approved, rejected, waiting_pay, paid, completed, voided, declined or scheduled), name.
List documents
Lists documents, newest first, optionally matching a name or reference number (q), a status, a tag or a template.
Write 3
Create, change or send.
Create a document from a template
Creates a document from a PandaDoc template, with recipients (each with an email, name and the template role they fill), variable values (tokens), field values (fields), metadata and tags.
Send a document
Sends a draft document (status document.draft) to its recipients by email for viewing and signing, with an optional subject and message.
Create a signing link
Makes a link one recipient can open to view and sign a sent document (status document.sent or later), without waiting for PandaDoc's email.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your PandaDoc account.
What you enter
- API key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your PandaDoc data
Ask a question in plain words. The agent can get a document's status or list documents in PandaDoc, then answers with what it found.
- 02
Let an agent update PandaDoc
Have the agent create a document from a template or send a document in PandaDoc as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent PandaDoc and Slack: it can get a document's status in PandaDoc and post a summary to a Slack channel in the same run.
Works well with
More Docs and data tools
- Google Sheets3 actionsAdd rows to a Google Sheets spreadsheet, read a range of cells, and write over a range, signed in with the person's own Google account.
- Google Docs3 actionsCreate Google Docs documents, read their text, and add text to the end of them, signed in with the person's own Google account.
- Notion4 actionsAdd pages to Notion databases, append text to pages, query databases and search the pages shared with an internal integration.
- Confluence4 actionsCreate, read and search Confluence Cloud pages on your Atlassian site, signed in with an email address and an API token.
- Airtable4 actionsCreate, update, list and read records in Airtable bases that a personal access token can reach.
- Docusign3 actionsSend documents for signature from a Docusign template, check an envelope's status and list recent envelopes, as the person who connects.
FAQ
PandaDoc and MyDeepAgents
Can MyDeepAgents connect to PandaDoc?
Yes. The PandaDoc connector has 5 actions: 2 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect PandaDoc?
Paste an API key from your PandaDoc account. You'll need: API key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in PandaDoc without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use PandaDoc in workflows as well as agents?
Yes. Every PandaDoc action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put PandaDoc to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.