Automate PandaDoc without writing code.

Send and track documents to sign. Describe the job you repeat in plain English and Mitra builds an agent that does it in PandaDoc, on the schedule you set. You sign in on PandaDoc's own page, so Mitra never sees your password, and you can disconnect at any time.

Connect PandaDoc

200 credits to start · no credit card

Jobs people hand to Mitra in PandaDoc.

Each one takes a sentence to set up. PandaDoc is one of the apps the agent works in.

Follow-upsQuote to signature chaseEvery weekday at 8am, list the PandaDoc quotes sent but not signed, match each to its HubSpot deal for the value and owner, and post them to #sales in Slack with a nudge drafted for me to approve, flagging anything unsigned for more than seven days as at risk.

Weekdays at 8am

What Mitra can do in PandaDoc.

14 actions an agent can take. You never pick from this list — Mitra works out which it needs from what you asked for. It is here so you can check that the thing you want is possible.

Create document attachmentCreates and adds an attachment to a PandaDoc document. This tool allows you to attach downloadable files such as supplemental materials, Exc
Create document from fileCreates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Converts existing documents into PandaDoc documents for processi
Create folderCreates a new folder in PandaDoc to organize documents. This action allows users to create a new folder with a specified name and optionally
Create or update contactThis tool creates a new contact or updates an existing one in PandaDoc based on the email address. If a contact with the provided email exis
Create templateThis tool allows users to create a new template in PandaDoc from a PDF file or from scratch. It handles file upload validation, parameter ch
Create webhookCreates a new webhook subscription in PandaDoc to receive notifications about specific events. This action allows you to set up webhook noti
Delete contactThis tool allows you to delete a contact from your PandaDoc account. The action is permanent and cannot be undone.
Delete templateThis tool deletes a specific template from PandaDoc. Once a template is deleted, it cannot be recovered. This action is permanent and should
Get document detailsFetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and conte
Get template detailsThis tool retrieves detailed information about a specific template by its ID. The endpoint returns comprehensive template details including
List contactsList all contacts in your PandaDoc workspace. Returns all contacts with their details including email, name, company, and contact informatio
List document foldersThis tool retrieves a list of all document folders in PandaDoc. It's a standalone action that doesn't require any external dependencies or r
List templatesThis tool retrieves a list of all templates available in the PandaDoc account. It supports parameters to filter templates by name, shared st
Move document to folderThis tool allows users to move a document to a specific folder within their PandaDoc account. It performs a POST request to move the documen

Often paired with PandaDoc.

The apps the jobs above reach for alongside it.

HubSpot

Slack

Hand over the work you keep repeating.

Your first agent is one sentence away.

Get started free

200 credits to start · no credit card · nothing to install