Connectors

Connectors let your org pull documents in and send results out without leaving DocAI. Open Settings → Connectors while signed in.

The product story is extract → act: DocAI reads the PDF, then the connector writes the outcome into the systems your team already runs (Drive, mail, sheets, Slack, books, shipping).

Drive and Gmail extracts use the same credits and modes (Lite / Plus / Pro / Ultra) as workstation uploads. The Connectors panel defaults to Plus (2 credits/page). Change the mode at the top of the panel before you extract.

Business value

One-liner for proposals: DocAI turns documents into actions in the tools you already use - intake, notify, book, and ship - not just another JSON download.

What each connector is for

Google Drive

Value: Shared Drive folders become an intake queue - extract without leaving DocAI.

1. Go to Settings → Connectors.
2. On Google Drive, click Connect and approve access in Google.
3. When you return, the card should say Connected.
4. Choose a PDF from the list and click Extract.

Gmail

Value: Inbound PDF attachments (invoices, packing slips) become extracts from the mailbox itself.

1. Click Connect on Gmail and approve access.
2. DocAI lists recent PDF attachments.
3. Choose an attachment and click Extract.

Google Sheets

Value: Every extract can land as a row for ops tracking, handoff, or reporting - no CSV dance.

1. Click Connect on Google Sheets and approve access.
2. Select a spreadsheet from the list.
3. Paste or provide extract JSON, then click Append row.

Values are written as plain text (not evaluated as formulas).

Slack

Value: Your team hears about extract outcomes in-channel, so review and failures get attention faster.

Connect Slack

1. Go to Settings → Connectors.
2. On Slack, click Connect.
3. Approve DocAI for your Slack workspace.
4. Return to Settings. Slack should show Connected.

Choose a channel and test

1. In Slack, open the channel that should get alerts.
2. Invite the DocAI bot:

/invite @DocAI

3. Copy the channel ID. It starts with C (not a user id starting with U):
   • In Slack desktop: open channel details and scroll to the ID, or
   • Open the channel in a browser and copy the C… part of the URL.
4. In DocAI, paste that id into Channel ID.
5. Click Save channel.
6. Click Send test. You should see a short confirmation message in Slack.

Alerts stay off until a channel is saved. Send test is available only after Slack is connected and a channel is saved.

After that, DocAI can post when an extract completes, needs review, or fails (notify-on-extract is on by default once a channel is saved).

Note: If Slack says sending messages to the DocAI app is turned off, that only affects DMs to the app. Channel notifications still work after you invite the bot and save a C… channel id.

QuickBooks Online

Value: Invoice extract → bill in the books. AP spends less time retyping vendors and amounts.

1. Click Connect on QuickBooks Online and authorize your company (sandbox with Development keys; production later).
2. Click Load accounts, pick an expense account, then Save account (Id must be numeric).
3. Paste invoice JSON and click Create bill. Missing vendors are looked up by name and created if needed.

There is no separate “sandbox mode” toggle inside QuickBooks itself - with Development keys, Connect uses a sandbox company.

Shippo

Value: Shipping docs → validated address → live carrier rates (and tracking) without retyping into Shippo. Fewer bad labels and faster rate shopping for fulfillment / 3PL teams.

1. From your Shippo account, copy an API key (start with a test key such as shippo_test_…).
2. In Settings → Connectors → Shippo, paste the key and click Connect.
3. When connected you can:
   • Validate address - paste ship-to JSON (from an extract or sample) and check it with Shippo.
   • Get rates - set ship-from, ship-to, and weight (oz); DocAI returns carrier / service / price / ETA.
   • Track - enter carrier + tracking number for status.
4. Prefer test keys until you are ready for live labels. Label purchase from DocAI is not in this panel yet; validate + rates are the demo path for extract → ship.

Example ship-to JSON:

{
  "name": "Jane Receiver",
  "street1": "215 Clayton St",
  "city": "San Francisco",
  "state": "CA",
  "zip": "94117",
  "country": "US"
}

Disconnect

Each card has Disconnect. That unlinks the connector for your DocAI org. You can connect again later from the same panel.

Troubleshooting

Related

• Extract for modes and field guidance
• Credits for how connector extracts spend credits
• Authentication if you call the API instead of the UI