Docs

Automate tasks across AgentX with DocumentPro

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make AgentX and DocumentPro talk.
Here are some common ways to automate work between them.

Send a DocumentPro notification when AgentX receives a high-priority item.Try now
Create a DocumentPro follow-up from new qualified activity in AgentX.Try now
Copy new customer details from AgentX into DocumentPro.Try now
Update the matching DocumentPro item when a AgentX status changes.Try now
Start a review in DocumentPro when AgentX flags an exception.Try now
Summarize new AgentX activity and save it in DocumentPro.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your AgentX and DocumentPro work.

Connect your AgentX and DocumentPro. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with AgentX and DocumentPro.

MindCloud connects AgentX and DocumentPro so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.