Native integrations
Connect Optivalue.ai, automate your workflows
Go beyond response speed. With Zapier, you connect Optivalue.ai to your favorite tools for frictionless work. Turn manual tasks into automated processes, freeing up your teams to focus on what really matters.
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From manual work to automated flow
Your daily life without Optivalue
Your new reality with Optivalue
Juggling between applications and copying and pasting documents
or data.
Synchronize your documents automatically
and your answers between Optivalue.ai and your tools.
Interrupt your experts or teams to launch
an analysis or extraction of information.
Automatically start an analysis or search
of document from your CRM, SharePoint or another application.
Wait to retrieve generated deliverables.
Receive a notification or document directly
in your work tool as soon as an analysis is complete.
Having to manually check that your documents are up to date in the knowledge base.
Build a living knowledge base that improves with each project and makes progressKeep your knowledge base always up to date
and in perfect coherence. The whole team.
Deploy your service offer in 3 steps
Deliver unparalleled value
to your customers, simply
Create a secure space
for each customer
From your partner console, segment environments and import customer documents (policies, records, etc.) in complete confidentiality.
Start the analysis
on their documents
Submit a customer questionnaire or an audit framework (RGPD, ISO 27001...) to analyze the specific situation of your customer.
Deliver a report
with high added value
In a few minutes, get a complete evidence package and a Gap Analysis. It is the perfect basis for your strategic recommendations, deliverable under your own brand.
Use cases
HeadingFor Sales Teams (Bid Managers & Sales Engineers)
Focus on business strategy, not quizzes.
Use cases
Automate the creation of responses to tenders (RFP, RFI, DDQ).
How does it work
When a new tender is added to your CRM (for example, Hubspot), a Zap sends it to Optivalue.ai. The platform generates a draft response, which is then automatically returned and stored in the correct customer file in your CRM.
Result
Your sales cycles are accelerated and your teams are focused on personalizing the proposal, not on administration.
Use cases
For security and compliance teams (CISO & DPO)
Manage your compliance, don't be subject to it anymore.
Use cases
Automate vulnerability notification in your documentation.
How does it work
Optivalue.ai identifies a discrepancy between your internal documents and the requirements of a questionnaire. A Zap can then send an automatic message in a dedicated Slack channel. This message alerts the security team and provides details of the discrepancy, with a link to the relevant documents.
Result
You react quickly and no longer miss opportunities to improve your documentation, turning each alert into a concrete action.
