01
Auto-index new files
- Watch for new uploads
- Chunk, embed, and index
- Make queryable via your knowledge persona
Docsautomator
9 tools available
Automate your documents using Google Docs in minutes. Create, manage, and generate documents from templates with the DocsAutomator API.
Connect Docsautomator to Definable to auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas call Docsautomator's 9 tools directly from chat or scheduled flows. Connect this integration to a knowledge persona — the agent will ground answers in your documents with citations.
Common workflows with Docsautomator
02
Q&A against a folder
- Pin a folder as a brain
- Ask the persona questions
- Returns answers with citations
03
Document-trigger flows
- New contract uploaded
- Persona extracts key terms
- Routes to the right approver
Docsautomator actions 9
Every Docsautomator action below is a callable tool any Definable persona can invoke.
Create Automation
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 DocsAutomator app interface.
Delete Automation
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.
Duplicate Automation
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.
Get Automation Details
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.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
List Signing Sessions
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.
Send Test Email
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.
Update 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 activation status.
Algodocs
AlgoDocs is an AI-powered platform that automates data extraction from business documents, offering fast, secure, and accurate processing without the need for templates or training.
API2PDF
Api2Pdf is a REST API that enables developers to generate PDFs from HTML, URLs, and various document formats using engines like wkhtmltopdf, Headless Chrome, and LibreOffice.
Boldsign
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows
Boloforms
BoloForms is an eSignature platform designed for small businesses, offering unlimited signatures, templates, forms, and team members at a fixed price.
Box
Box is a cloud content management platform for secure file storage, sharing, collaboration, and governance.
Carbone
Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.
Frequently asked questions
What can I automate with Docsautomator on Definable?
Anything Docsautomator exposes through its API. Common documents workflows on Definable include auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas can call any of the 9 Docsautomator tools directly, then chain the result into another integration without you writing code.
How does Docsautomator authentication work?
Docsautomator uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Docsautomator integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 9 Docsautomator tools. You only need a separate Docsautomator subscription if Docsautomator itself charges per seat or per API call.
Is using Docsautomator through Definable secure?
Every call from a persona to Docsautomator is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Docsautomator on Definable?
Sign up for Definable, open the integrations page, find Docsautomator, and connect via OAuth or API key. You can immediately attach Docsautomator to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Docsautomator actions does Definable expose?
Definable exposes all 9 Docsautomator actions as callable tools — including `Create Automation`, `Delete Automation`, `Duplicate Automation`, plus 6 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Docsautomator?
Wire it up in minutes. No coding required.