Share via


iManage AI (Preview)

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

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name iManage LLC
URL https://docs.imanage.com
Email cloudsupport@imanage.com
Connector Metadata
Publisher iManage Power Platform Connector
Website https://imanage.com
Privacy policy https://imanage.com/about/privacy-notice/
Categories Content and Files;Productivity

iManage AI

iManage is the industry-leading provider of document and email management solutions for knowledge workers. iManage platform organizes and secures the information in documents and emails, so professionals can search for what they need, act on it, and collaborate more effectively. The iManage AI connector allows users to query documents and emails in iManage Work using iManage AI services and provides precise, contextual answers.

Prerequisites

The connector is available for all Ask iManage customers connecting to cloudimanage.com. First, the iManage AI Actions for Power Automate application will need to be enabled by an administrator of your iManage Work environment. Once enabled, you will need the specific URL for your environment and a login account and password for a user enabled with Ask iManage. For more information, see the FAQ.

How to get credentials

If you are an existing iManage Work user enabled with Ask iManage, provide your iManage Work credentials to login. Otherwise, contact your System Administrator for assistance.

Get started with iManage AI connector

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

  • Create an Instant cloud flow and select + New step.
  • Search for iManage AI to see all the available iManage AI actions.
  • Select the desired iManage AI action.
  • If you are not already signed in to iManage Work, you are prompted for signing in.
    • Select Sign in.
    • Enter the URL you use to connect to iManage Work, for example cloudimanage.com.
    • Enter your iManage Work User ID.
    • Enter the password for the chosen account and select Login. From this point on, 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 My Connections and switching to it.

Known issues and limitations

For a list of known issues and limitations, visit https://docs.imanage.com/power-automate/index.html.

Common errors and remedies

For a list of common errors and remedies, visit https://docs.imanage.com/power-automate/index.html.

FAQ

For a list of Frequently Asked Questions, visit https://docs.imanage.com/power-automate/index.html.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Ask a document

Use Ask iManage against a document in Work.

Ask a document

Use Ask iManage against a document in Work.

Parameters

Name Key Required Type Description
body
body True dynamic

Returns

The outputs of this operation are dynamic.