# PandaDoc AI connector guide

Connect PandaDoc data to AI agents with Combined. Explore documents, document attachment, document field, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select PandaDoc.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- API Key: required in the upstream source schema
- Start date: required in the upstream source schema

## Dataset reference

- documents; key: id; update field: date_modified
- document_attachment; key: uuid
- document_field; key: uuid
- document_section
- templates
- forms; key: id; update field: date_modified
- contacts; key: id
- members; key: user_id; update field: date_modified
- api_logs; key: id
- document_folders; key: uuid
- template_folders; key: uuid
- workspaces; key: id
- webhook_subscriptions; key: uuid
- webhook_events; key: uuid

This is the upstream connector reference, version 0.0.62. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my PandaDoc data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to documents, document_attachment, document_field, document_section, templates, forms.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/pandadoc
- Full guide: https://www.trycombined.com/connectors/pandadoc