Open folders for new customers
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SPIRITT
DocupilotDocupilot workspace.
Organized as you grow.
SPIRITT keeps your Docupilot workspace in step with the business. It creates folders for new clients, projects and teams as they appear in your other apps, audits the structure and confirms it's working in the right account.
What you can do with Docupilot.
Structure from your systems
Creates Docupilot folders that mirror clients, deals, departments or projects in your other apps.
Audits that stay current
Lists every folder to catch gaps, duplicates and naming drift.
Right account, every time
Confirms the connected Docupilot user before changing the workspace.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for your document operations and the apps that define your clients and projects.
02
Connect Docupilot
Connect Docupilot with your API key so SPIRITT can manage your workspace folders.
03
Delegate an outcome
Describe your structure. SPIRITT builds it, keeps it current and reports changes.
Hand over a mission.
Choose a mission. Make it yours.
Put Docupilot to work.
A workspace that organizes itself
Questions
Docupilot, with SPIRITT.
01What can SPIRITT do with Docupilot?+
It creates and lists workspace folders and confirms the connected Docupilot user.
02How do I connect Docupilot?+
Open a SPIRITT workspace, connect Docupilot with your API key and describe how you organize work.
03Can folders follow my CRM?+
Yes. SPIRITT watches your CRM on a schedule and creates a Docupilot folder for each new customer or account.
04Can it audit my structure?+
Yes. SPIRITT lists every folder and reports gaps, duplicates and naming issues.
05How does it avoid the wrong account?+
SPIRITT confirms the authenticated Docupilot user before making changes.
06What else does SPIRITT handle around it?+
It pulls clients, projects and teams from your other apps, sets the matching Docupilot structure and reports every change to your team.