Datify - Digital AI Office

Datify is an application for managing company agendas such as contracts, assets, vehicle fleets or grants. Its data are stored in collections (agendas) and datasets. The Datify - Digital AI Office plugin connects CODEXIS AI Agent to your Datify account, and the AI then reads and edits your collections, datasets and records.

Connecting takes three steps: install the plugin, create a personal access token in Datify and paste it into the app.

1. Install the pluginCopy Anchor Link

1. Open Plugins in the left-hand menu.
2. Type "Datify" into the Search plugins… box and find the Datify - Digital AI Office item.
3. Click Install. An installed plugin shows Installed beside its name.

2. Create a token in DatifyCopy Anchor Link

To reach your data, CODEXIS AI Agent needs a personal access token from your Datify account. You get to token management from the app:

1. Open Apps in the left-hand menu and click the Datify API Token item.

2. Click the Where do I get a token? link. Token management opens in Datify.

   

3. On the Personal access tokens page in Datify, select the workspace in the top-right corner and click Nový token (New token).

4. Name the token (for example "CODEXIS AI Agent") and click Vytvořit (Create).

5. Copy the created token right away.

   

3. Paste the token into the appCopy Anchor Link

1. Go back to the Datify app page in CODEXIS AI Agent.
2. Paste the copied token into the Datify token field.
3. Click Save.

The status in the Connection section switches from Not connected to connected and a shortened token is shown. You can remove the connection at any time.

4. Ask about your data in the chatCopy Anchor Link

From now on you ask the AI about your Datify content in plain language. Open a chat, select the Datify - Digital AI Office skill and write for example: "List all the agendas I have under my Datify account."

With the Datify plugin you can:

• list collections (agendas) and their datasets,
• browse records, sort them and filter them by value,
• find out the structure of a dataset including its fields and their types,
• create and edit records one by one or in bulk,
• upload attachments to records or to a dataset and show their metadata and links,
• download attached documents and read their content.

Ask which contracts end next month, have details added to your asset register or attach a file to a record without opening Datify. Other connected apps are listed in chapter 11. Applications.