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Docsautomatordocuments

9 available actions

What your AI agent can do in Docsautomator

Automate your documents using Google Docs in minutes. Create, manage, and generate documents from templates with the DocsAutomator API. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Automation DetailsTool to retrieve details of a specific automation by its ID.
  • Get Queue StatisticsTool to retrieve current document generation queue statistics for your workspace.
  • Send Test EmailTool to send a test email with a sample PDF attachment to verify email configuration.
  • Create AutomationTool to create a new DocsAutomator automation with specified data source and optional Google Doc template.
  • Update AutomationTool to update an existing automation's settings in DocsAutomator.
  • Delete AutomationTool to permanently delete an automation and all associated data.

Browse all 9 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 4 actionsHide actions
  • Get Automation DetailsTool to retrieve details of a specific automation by its ID.
  • Get Queue StatisticsTool to retrieve current document generation queue statistics for your workspace.
  • List AutomationsTool to retrieve all automations in your workspace with their basic details.
  • List Signing SessionsTool to retrieve signing sessions with optional filtering by status or signer email.
Create & communicateCreate records or send supported messagesView 2 actionsHide actions
  • Create AutomationTool to create a new DocsAutomator automation with specified data source and optional Google Doc template.
  • Send Test EmailTool to send a test email with a sample PDF attachment to verify email configuration.
Update & manageChange and manage existing recordsView 1 actionHide actions
  • Update AutomationTool to update an existing automation's settings in DocsAutomator.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Delete AutomationTool to permanently delete an automation and all associated data.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Duplicate AutomationTool to create a copy of an existing automation with ' COPY' appended to the title.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Docsautomator

How does the agent connect to Docsautomator?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Docsautomator?
The page above lists the 9 actions currently available through the Docsautomator connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Docsautomator included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Docsautomator is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Docsautomator to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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