Connect Docsautomator to AI agents

Connect Docsautomator to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

cancel_esign_session

Cancel E-Sign Session

Cancels an active e-signature signing session. Cannot cancel sessions that are already completed.

list_placeholders

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

Duplicate Automation

Creates a copy of an existing DocsAutomator automation. The duplicated automation will have " COPY" appended to its title.

generate_document

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

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

Update Automation

Updates an existing DocsAutomator automation's settings. Only the specified fields are updated; unspecified fields remain unchanged.

list_esign_sessions

List E-Sign Sessions

Lists e-signature sessions with optional filtering by status, signer email, and pagination. Returns session details including signer statuses.

delete_automation

Delete Automation

Permanently deletes a DocsAutomator automation and all its settings. This action cannot be undone.

list_automations

List Automations

Lists all automations in the DocsAutomator workspace. Returns automation details including title, template link, data source, and active status.

create_automation

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

Get Queue Stats

Returns current document generation queue metrics for the workspace, including the number of pending, processing, and completed jobs.

get_esign_session

Get E-Sign 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

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

Resend E-Sign 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

Duplicate Google Doc Template

Creates a copy of the Google Doc template associated with a DocsAutomator automation. Returns the new template's Google Doc URL and ID.

More integrations teams use with Docsautomator

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Confluence

Create, read, update, and delete pages, blog posts, comments, and attachments in Confluence spaces. Manage spaces, permissions, labels, and content restrictions. Search content using Confluence Query Language (CQL). Upload and download file attachments with versioning. Manage users, groups, and group memberships. Create and manage whiteboards, databases, folders, and templates. View and update inline tasks. Access audit logs. Listen for webhooks on page, blog, comment, attachment, space, label, and user events.

Technical notes for Docsautomator

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.

Connect Docsautomator to production AI agents

See how Metorial gives Docsautomator access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Docsautomator to AI agents with Metorial.

  1. Can Metorial connect Docsautomator to AI agents?
    Yes. Metorial connects AI agents to Docsautomator through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.