PandaDoc
for LuumenAI
Read contracts, templates, and folders in PandaDoc, then file changes with approval.
Connect PandaDoc and Luumen can look up any document's recipients, field values, tags, and pricing data, read template definitions, and list contacts and folders. When something needs to change — a document filed into the right folder, a contact record corrected, a new template added — Luumen shows the plan first and, by default, waits for your approval. Authentication is by API key.
The PandaDoc toolbox
14 tools: 5 read, 9 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet Document DetailsFetch detailed metadata for a specific PandaDoc document including recipients, fields/tokens values, pricing data, metadata, tags, and content-block names.
- ReadGet Template DetailsThis tool retrieves detailed information about a specific template by its ID.
- ReadList ContactsList all contacts in your PandaDoc workspace.
- ReadList Document FoldersThis tool retrieves a list of all document folders in PandaDoc.
- ReadList TemplatesThis tool retrieves a list of all templates available in the PandaDoc account.
- WriteCreate Document AttachmentCreates and adds an attachment to a PandaDoc document. Approval by default
- WriteCreate Document from File UploadCreates a new document in PandaDoc by uploading a file (PDF, DOCX, or RTF). Approval by default
- WriteCreate Document FolderCreates a new folder in PandaDoc to organize documents. Approval by default
- WriteCreate or Update ContactThis tool creates a new contact or updates an existing one in PandaDoc based on the email address. Approval by default
- WriteCreate TemplateThis tool allows users to create a new template in PandaDoc from a PDF file or from scratch. Approval by default
- WriteCreate PandaDoc WebhookCreates a new webhook subscription in PandaDoc to receive notifications about specific events. Approval by default
- WriteDelete ContactThis tool allows you to delete a contact from your PandaDoc account. Approval by default
- WriteDelete TemplateThis tool deletes a specific template from PandaDoc. Approval by default
- WriteMove Document to FolderThis tool allows users to move a document to a specific folder within their PandaDoc account. Approval by default
One prompt, start to finish
What a governed PandaDoc run looks like inside Luumen.
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create document attachment, create document from file upload, create document folder, create or update contact, and more — is shown as a plan and requires approval by default, including the 2 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to PandaDoc — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
ConfluenceSOPs and runbooks that become skills the whole team can run.
NotionRunbooks in Notion, followed and turned into skills.
SharePointRead SharePoint sites for context, then change files and permissions on approval.
Google DriveSearch Drive for the file you need, then write the change back as an approved stepPut PandaDoc to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.