Create Automation
Create a DocsAutomator automation with a specified data source and optional Google Doc template; PDF templates must be uploaded through the app. New automations start in test mode, where documents are watermarked and free.
Automate your documents using Google Docs in minutes. Create, manage, and generate documents from templates with the DocsAutomator API.
Create a DocsAutomator automation with a specified data source and optional Google Doc template; PDF templates must be uploaded through the app. New automations start in test mode, where documents are watermarked and free.
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.
Create a copy of an existing automation with ' COPY' appended to its title. The copy starts in test mode, where documents are watermarked and free.
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 activation status.
The Docsautomator integration connects your Dench AI CRM directly to Docsautomator, so agents can read and act on your Docsautomator data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
9 actions are available for agents to invoke on your behalf. Every call runs through Docsautomator's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Docsautomator and click Connect — you'll authorize access through Docsautomator's own sign-in flow. No API keys or code required.
Ask an agent to use Docsautomator in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Docsautomator integration connects your AI CRM to Docsautomator, so AI agents can work with your Docsautomator data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Docsautomator integration currently exposes 9 actions, including Create Automation, Delete Automation, Duplicate Automation, Get Automation Details, Get Queue Statistics, and List Automations. Agents invoke them on your behalf from chat or from automations.
No. You connect Docsautomator from your Dench workspace using Docsautomator's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Docsautomator's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Docsautomator connection from your workspace settings at any time.