Overview

The Leena AI DMS connector enables your Leena AI Agents to integrate with Leena AI's native Document Management System, facilitating automated document workflows, file creation, and document organization within your organization.

Leena AI DMS (Document Management System) is Leena AI's built-in document storage and management service that allows organizations to securely store, organize, and manage employee documents. The Leena AI DMS connector allows Leena AI to automate document workflows, create files in specific folders, assign documents to employees, and manage document metadata seamlessly.

API Details

Leena AI DMS uses internal REST APIs for document management operations.

Documentation link: Contact Leena AI support for API documentation

Setup

The Leena AI DMS connector uses internal application authentication with server-to-server communication. Since this is a native Leena AI integration, authentication is automatically handled using internal application secrets.

Prerequisites

Before setting up the Leena AI DMS connector, ensure you have:

Administrator access to your Leena AI workspace
Access to Leena AI DMS module enabled for your organization
Access to your Leena AI workspace with connector management permissions
DMS folders and tags configured in your Leena AI DMS settings

Get credentials

Since Leena AI DMS is an internal Leena AI service, no external credentials are required. The authentication is automatically managed through:

Internal application secrets (X-App-Secret)
Bot ID associated with your Leena AI workspace

No manual credential configuration is needed from the user.

Add connection

Here is how to add a connection on Leena AI:

Log in to your Leena AI workspace
Navigate to Settings > Integrations
Search for "Leena AI DMS" and select it from the list to add its new connector
Start configuring the connector
1. Connection ID: Unique identifier for this connection
2. Connection Name: A descriptive name for your DMS connection
3. DMS URL (Optional): Override URL if using a custom DMS endpoint
Save the connector configuration
The connector will be automatically authenticated using internal Leena AI credentials

Actions

The following actions are supported for the Leena AI DMS connector:

Create file

Creates a new document record in the Leena AI Document Management System. The Agent can leverage the skill (workflow), which has been designed to create a new document entry in the DMS, once the user raises a query to do so. This action features intelligent forms that dynamically adapt to folder-specific metadata and compliance policies.

Here are some common use cases:

Employee Document Upload: Store employee-specific documents like offer letters, contracts, or certifications
Compliance Documents: Create document records with expiry dates for compliance tracking
HR Document Management: Organize HR documents in appropriate folders with proper access controls
Document Tagging: Categorize documents with tags for easy retrieval

Input Parameters

Here are the input parameters required to set up this action:

Mandatory

Name	Description
Folder	The destination folder in the DMS where the document will be created. Displays a searchable, paginated list of available folders.
File URL	The publicly accessible URL of the file to be stored in the DMS
Employee	The identifier for the employee associated with the document
Created By	The email address of the user creating the document record

Optional

Name	Description
Lock file	If enabled, the file is marked as locked and cannot be easily modified
Employee Access Type	Defines the level of access for the associated employee. Options: None: The employee has no access to the document; View: The employee can view the document but cannot download it; View and download: The employee can both view and download the document
Tags	Tags to associate with the document for categorization and easy retrieval. Displays a searchable, paginated list of available tags.
Expiry Date	The expiration date for the document (appears only if the selected folder has expiry policies enabled)
Dynamic Attributes	Additional metadata fields specific to the selected folder configuration. These fields are dynamically rendered based on the folder's attribute settings and may include text inputs, date pickers, or dropdown selections.

Here is a sample JSON input:

{
  "parentFolder": "folder-id-12345",
  "fileUrl": "https://storage.example.com/documents/offer-letter.pdf",
  "employee": "EMP001",
  "createdByEmail": "[email protected]",
  "isLocked": false,
  "employeeAccessType": "view and download",
  "tags": ["onboarding", "offer-letter"],
  "expiryDate": "2026-12-31",
  "attributes": {
    "department-attr-id": "Human Resources",
    "document-type-attr-id": "Offer Letter"
  }
}

{
  "parentFolder": "compliance-folder-67890",
  "fileUrl": "https://storage.example.com/documents/certification.pdf",
  "employee": "EMP002",
  "createdByEmail": "[email protected]",
  "isLocked": true,
  "employeeAccessType": "view only",
  "tags": ["compliance", "certification"],
  "expiryDate": "2025-06-30"
}

{
  "parentFolder": "hr-documents-folder",
  "fileUrl": "https://storage.example.com/documents/contract.pdf",
  "employee": "EMP003",
  "createdByEmail": "[email protected]",
  "employeeAccessType": "none"
}

Response

Upon successful creation, the action returns the file creation response including:

File ID
Creation status
Document metadata
Folder assignment confirmation