Roe AI by Codex Solutions International

roe ai offers ai agents for automating risk, compliance, and fraud operations using real time data extraction and monitoring integrating with make com enables automated workflows for risk assessment, compliance checks, and fraud detection across financial and marketplace platforms this is ai generated content based on official roe ai documentation the content may still contain errors—please verify important information if you have questions, contact roe ai support directly how to get support on roe ai roe ai is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=roe%20ai\&app slug=roe ai community\&app unique id=roeai 0fh1im requirements to use the roe ai app in make, you must have an active account and a bearer token, create your account on roe ai app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect roe ai and {{product name}} to get started, you must first create a connection between roe ai and {{product name}} , allowing the two services to communicate you can connect using the following method bearer token bearer token instructions you need to retrieve your bearer token from the platform log in to the roe ai platform using your credentials navigate to the settings section on the platform locate your bearer token under the settings section some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=roe%20ai\&app slug=roe ai community\&app unique id=roeai 0fh1im create the connection in {{product name}} log in in your make account , add the roe ai module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your roe ai or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page roe ai modules after connecting to the roe ai app, you can choose from a list of available modules to build your {{scenario plural lowercase}} download file download file this module allows you to download a specific file from your chosen service and save it to make com, so you can use or process the file in your automated workflows query result this module allows you to retrieve detailed information about a specific record from your selected app, helping you access all the relevant data you need for your workflows query status checks the current status of a specific query, providing you with up to date information about its progress or results run query executes a specified query on your selected database and returns the results, allowing you to retrieve and work with the data you need upload file uploads a specified file from make com to your chosen location in the connected app or service templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} roe ai resources you can have access to more resources related to this app on the following links roe ai website roe ai documentation roe ai api documentation roe ai page on make