What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Retrieve live document templates or proposals from Octiv.
Example
"Get latest contract template for 'Enterprise Plan' from Octiv"
Memory Recall
Track objective completion rate across projects.
Example
"Log delayed key results in OKRs from Objective."
Instant Reaction
Alert sales if Octiv document generation fails.
Example
"Notify if proposal document fails to generate after input submission."
Autonomous Routine
Monitor template processing, version history, and access logs.
Example
"Weekly summary of proposal statuses and delivery rates."
Agent-Initiated Action
Retry generation or alert user with fallback template.
Example
"Use basic template if standard document fails."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Google Drive
Store estimates
Gmail
Email proposals
Slack
Notify sales
Try It with Your Agent
Example Prompt:
"Generate proposal in Octiv, save to Drive, and alert sales team via Slack when sent."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Octiv in Fastn UCL: Navigate to the Connectors section and select Octiv, then click Connect.
2
Authenticate with your Octiv credentials.
3
Enable “generate_contract” and “send_document” in the Actions tab.
4
Use the AI Agent to streamline sales document generation.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
