The iManage AI connector enables users to query documents and emails in iManage Work at cloudimanage.com using iManage AI services and provides precise, contextual answers.

After configuration, users can perform the following actions within a Power Automate flow:

  • Ask a document: Use Ask iManage against a document in iManage Work at cloudimanage.com.

Get started with iManage AI connector for Power Automate

Prerequisites

The iManage AI connector for Power Automate is available for customers subscribed to Ask iManage at cloudimanage.com.

To activate the iManage AI connectorfor Power Automate, an iManage Work administrator assigned to a Global Management role with the App Management privilege must complete the following steps. For more information, refer to Global privilege descriptions.

  1. In iManage Control Center, browse to Settings > Applications.

  2. Select +Add Application. The Add Application dialog opens, and displays the list of applications available for you to add.

  3. Search for Power Automate.

  4. Select the iManage AI Connector for Power Automate application, and then select Authentication.

  5. Select Allow Refresh Tokens, and then select Access.

  6. Select Review to review the options you selected.

  7. Select Finish.

The iManage AI Connector for Power Automate application is now available to Power Automate users who are also Ask iManage users. These users can authenticate through Power Automate and run flows and actions respecting their own iManage Work permissions.

Get credentials

If you’re an existing iManage Work user, provide your iManage Work credentials to sign in. Otherwise, contact your System Administrator for assistance.

Build your flow

Perform the following steps to get started with the iManage AI connector:

  1. Go to make.powerautomate.com and select +Create.

  2. Create an Instant cloud flow and select + New step.

  3. Search for iManage AI connector to see all the available iManage AI actions.

  4. Select the desired iManage AI action, Ask a document in this case.

  5. If you're not already signed in to iManage Work, you're prompted to sign in.

    1. Select Sign in.

    2. Enter the URL you use to connect to iManage Work, for example cloudimanage.com.

    3. Enter your email address you use to sign in to iManage Work.

    4. Enter the password for the chosen account and select Sign in.

All flows that use iManage AI actions connect using these user credentials. A different iManage user account can be used by adding a new connection under Connections and switching to it.