AI
Roe AI by Codex Solutions International
12 min
roe ai is a risk and compliance operations platform that automates fraud detection, compliance checks, and dispute investigations using ai integrating it with make com enables automated workflows for real time risk monitoring and streamlined compliance processes 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 https //www getroe ai/tos 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, https //www getroe ai/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/roe ai community/ 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 in 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 lets you download a specific file from your chosen app or service, making it easy to access and use the file directly within your scenario query result this module allows you to search for specific records within your database based on the criteria you set, making it easy to find the exact information you need 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 data based on your custom search criteria upload file upload file this module allows you to upload a file from make com to your chosen service or application, making it easy to transfer and store your files where you need them templates you can look for more templates in https //www make com/en/templates , 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 https //www getroe ai/ https //docs roe ai com/introduction https //docs roe ai com/api reference/introduction https //www make com/en/integrations/roe ai community