Docs Tools & Mini-apps

Tools & Mini-apps

The Tools area hosts a marketplace of utilities, each governed by per-tool permissions. There are three kinds of tools.

Native tools

Native tools run inside PilotBPM with no setup. Today's set includes:

  • Invoice Stamper — batch-stamp invoices with an approval mark, date, and initials, then copy or download the log.
  • CSV Cleaner — trim, de-dupe, drop empty rows, and normalize headers, then export clean CSV.
  • Markdown Converter — turn pasted text into tidy PilotBPM markdown.

No-code tools

No-code tools are built from a simple declarative recipe — a set of input fields plus a safe transform pipeline (templates, find-and-replace, case changes, line tidy-ups). They run entirely in your browser and never execute code, so they're inherently safe. The seeded Letter Composer is an example.

GitHub applets (sandboxed)

Need something custom? A vetted GitHub repo can be published as an applet. Applets are held to a strict security model:

  • The platform team pins the repo to an immutable commit, validates its pilot-applet.json manifest, and confirms every file is a static asset — no build steps or server code ever run.
  • The applet loads in a sandboxed iframe on an isolated origin with no access to your cookies, session, or page.
  • It can only reach data through a permissioned bridge: each request is re-checked against the exact scopes an admin approved (e.g. read current user, access the selected document). Anything else is refused.

Requesting an app

If your team wants a specific GitHub tool, a tenant admin can Request an app from the marketplace. It goes to the PilotBPM team to vet, test, and — if approved — sandbox and publish.

How to configure

  • Browse the marketplace, install a tool, and approve its requested permissions; employees can then launch it.
  • Tool availability is governed by your plan and the platform admin's enabled modules matrix.
  • Tenant admins toggle optional modules in Admin → Modules. Integration settings (storage/S3, SharePoint) live under Admin → Integrations.