cancel_esign_session
Cancel E-Sign Session
Cancels an active e-signature signing session. Cannot cancel sessions that are already completed.
cancel_esign_session
Cancels an active e-signature signing session. Cannot cancel sessions that are already completed.
list_placeholders
Extracts all placeholder names from a DocsAutomator automation's template. Returns placeholders grouped into main document placeholders and line item groups. Useful for understanding what data a template expects before generating documents.
duplicate_automation
Creates a copy of an existing DocsAutomator automation. The duplicated automation will have " COPY" appended to its title.
generate_document
Generates a PDF or Google Doc from a DocsAutomator automation template. Supports multiple data source patterns: - **API data**: Pass data directly as key-value pairs mapped to template placeholders. - **Airtable**: Fetch data from an Airtable record by record ID. - **Google Sheets**: Fetch data from a row by row number. - **ClickUp**: Fetch data from a ClickUp task by task ID. - **One-off**: Provide a Google Doc template URL and data directly without a saved automation. Returns the generated PDF URL and optionally a Google Doc URL. For async jobs, returns a job ID for polling.
get_job_status
Checks the status of an asynchronous document generation job. Use the job ID returned from the Generate Document tool when a document was queued for async processing.
update_automation
Updates an existing DocsAutomator automation's settings. Only the specified fields are updated; unspecified fields remain unchanged.
list_esign_sessions
Lists e-signature sessions with optional filtering by status, signer email, and pagination. Returns session details including signer statuses.
delete_automation
Permanently deletes a DocsAutomator automation and all its settings. This action cannot be undone.
list_automations
Lists all automations in the DocsAutomator workspace. Returns automation details including title, template link, data source, and active status.
create_automation
Creates a new DocsAutomator automation with a title, data source, and Google Doc template link. The automation can then be used to generate documents via the Generate Document tool.
get_queue_stats
Returns current document generation queue metrics for the workspace, including the number of pending, processing, and completed jobs.
get_esign_session
Retrieves detailed information about a specific e-signature session including signer statuses, document hashes, completion timestamps, and optionally signing links and audit trail.
get_automation
Retrieves detailed information about a single DocsAutomator automation by its ID. Returns full configuration including template link, data source settings, output options, and more.
resend_esign_invitation
Resends the signing invitation email to a specific signer in an e-signature session. Useful when a signer hasn't received or has lost the original invitation.
duplicate_template
Creates a copy of the Google Doc template associated with a DocsAutomator automation. Returns the new template's Google Doc URL and ID.
Generate PDF and Google Doc documents from templates using placeholder-based data mapping. Create, read, update, delete, and duplicate document automations. List template placeholders, duplicate Google Doc templates, and trigger document generation from various data sources including Airtable, Google Sheets, and ClickUp. Manage e-signature workflows with multiple signers, track signing session status, and receive webhook notifications for signature completion or decline events. Supports sync and async generation modes, webhook callbacks, and job queue management.
Common questions about connecting Docsautomator to AI agents with Metorial.