Team
Shared credential for production and unattended runs.
Automate your documents using Google Docs in minutes. Create, manage, and generate documents from templates with the DocsAutomator API.
Tools and triggers
Available tools and events after Docsautomator is connected.
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the…
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Tool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, locale settings, or…
Setup
Pick a scope, then confirm what can start a Protege and what it can do.
What can start a Protege from this app.
What a Protege can do after it starts.
Prefer team for production.
Shared credential for production and unattended runs.
Tied to one user—only when the workflow needs their account.
Team-scoped for supported chat surfaces.
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