# DocsAutomator

## Docs

- [VISUAL CONTENT PLAN](https://docsautomator.co/docs/VISUAL_CONTENT_PLAN.md)
- [Create automation](https://docsautomator.co/docs/api-reference/automations/create-automation.md): Creates a new automation with the specified data source and optional Google Doc template. PDF templates are uploaded through the DocsAutomator app.
- [Delete automation](https://docsautomator.co/docs/api-reference/automations/delete-automation.md): Permanently deletes an automation and all its settings. This action cannot be undone.
- [Duplicate automation](https://docsautomator.co/docs/api-reference/automations/duplicate-automation.md): Creates a copy of an existing automation with ' COPY' appended to the title.
- [Get automation](https://docsautomator.co/docs/api-reference/automations/get-automation.md): Retrieves a single automation by ID with full configuration details.
- [List automations](https://docsautomator.co/docs/api-reference/automations/list-automations.md): Retrieves all automations in the workspace with their configuration details.
- [Update automation](https://docsautomator.co/docs/api-reference/automations/update-automation.md): Updates an existing automation's settings. Only the fields included in the request body are updated.
- [Create Document from Airtable](https://docsautomator.co/docs/api-reference/documents/create-from-airtable.md): Trigger document generation for an Airtable record via the API
- [Create Document via API](https://docsautomator.co/docs/api-reference/documents/create-from-api.md): Pass data directly via the API to generate documents
- [Create Document from ClickUp](https://docsautomator.co/docs/api-reference/documents/create-from-clickup.md): Trigger document generation for a ClickUp task via the API
- [Create Document from Google Sheets](https://docsautomator.co/docs/api-reference/documents/create-from-google-sheets.md): Trigger document generation for a Google Sheets row via the API
- [Create Document from SmartSuite](https://docsautomator.co/docs/api-reference/documents/create-from-smartsuite.md): Trigger document generation for a SmartSuite record via the API
- [Get job status](https://docsautomator.co/docs/api-reference/documents/get-job-status.md): Check the status of an async document creation job. Poll this endpoint after receiving a `jobId` from `POST /createDocument` with `async: true`.
- [Get queue statistics](https://docsautomator.co/docs/api-reference/documents/get-queue-statistics.md): Returns current document generation queue statistics for your workspace.
- [Cancel signing session](https://docsautomator.co/docs/api-reference/e-signatures/cancel-signing-session.md): Cancels an active signing session. Cannot cancel sessions that are already completed.
- [Get audit trail](https://docsautomator.co/docs/api-reference/e-signatures/get-audit-trail.md): Returns the complete chronological audit trail for a signing session, including all events like invitations, views, signatures, and completions.
- [Get session details](https://docsautomator.co/docs/api-reference/e-signatures/get-session-details.md): Returns comprehensive signing session information including signer statuses, e-sign fields with positions, document hashes, and completion timestamps.
- [Get signing links](https://docsautomator.co/docs/api-reference/e-signatures/get-signing-links.md): Retrieves signing links for all signers in a session. Useful for manual delivery mode or resending links.
- [List signing sessions](https://docsautomator.co/docs/api-reference/e-signatures/list-signing-sessions.md): Retrieves signing sessions with optional filtering by status or signer email. Returns paginated results.
- [Resend signing invitation](https://docsautomator.co/docs/api-reference/e-signatures/resend-signing-invitation.md): Resends the signing invitation email to a specific signer. Useful when the original email was missed or expired.
- [Send test email](https://docsautomator.co/docs/api-reference/email/send-test-email.md): Sends a test email with a sample PDF attachment to verify your email configuration. Rate limited to 25 emails per hour per automation.
- [Introduction](https://docsautomator.co/docs/api-reference/introduction.md): Everything you need to start using the DocsAutomator API
- [Duplicate template](https://docsautomator.co/docs/api-reference/templates/duplicate-template.md): Creates a copy of the Google Doc template associated with an automation. The new template is saved to your Google Drive.
- [List template placeholders](https://docsautomator.co/docs/api-reference/templates/list-template-placeholders.md): Extracts and returns all placeholders from the automation's Google Doc template. Placeholders are grouped into `main` (top-level) and line item groups (`line_items_1`, `line_items_2`, etc.).
- [Changelog](https://docsautomator.co/docs/changelog.md): Latest updates and improvements to DocsAutomator.
- [Google Doc Template Guide](https://docsautomator.co/docs/docsautomator-basics/google-doc-template-guide.md): Learn how to create templates in Google Docs for DocsAutomator
- [How It Works](https://docsautomator.co/docs/docsautomator-basics/how-it-works.md): Understand the DocsAutomator workflow from template to finished document
- [PDF Template Guide](https://docsautomator.co/docs/docsautomator-basics/pdf-template-guide.md): Upload existing PDFs and overlay data fields for pixel-perfect document generation
- [Placeholder Syntax Reference](https://docsautomator.co/docs/docsautomator-basics/placeholder-syntax-reference.md): Quick reference for all DocsAutomator placeholder types and template syntax
- [Quickstart Guide](https://docsautomator.co/docs/docsautomator-basics/quickstart-guide.md): Your fast track guide to get started automating documents
- [Templates Overview](https://docsautomator.co/docs/docsautomator-basics/templates-overview.md): Choose the right template type for your document automation — Google Docs, PDF, or native Word (.docx)
- [Word Template Guide](https://docsautomator.co/docs/docsautomator-basics/word-template-guide.md): Use native Word (.docx) files as templates: the same placeholder syntax and features as Google Docs, rendered straight to PDF
- [Actions After Document Generation](https://docsautomator.co/docs/features/actions-after-document-generation.md): Configure automated actions that trigger after documents are created
- [Merge Existing PDFs](https://docsautomator.co/docs/features/actions-after-document-generation/merge-existing-pdfs.md): Combine generated documents with existing PDF files
- [Notify Webhook](https://docsautomator.co/docs/features/actions-after-document-generation/notify-webhook.md): Send notifications to external services when documents are generated
- [Save PDFs in Google Drive](https://docsautomator.co/docs/features/actions-after-document-generation/save-pdfs-in-google-drive.md): Automatically store generated PDFs in Google Drive folders
- [Saving Google Docs](https://docsautomator.co/docs/features/actions-after-document-generation/saving-google-docs.md): Preserve Google Docs after generation for continued editing
- [Send Email](https://docsautomator.co/docs/features/actions-after-document-generation/send-email.md): Automatically send generated documents via email
- [Advanced Placeholder Options](https://docsautomator.co/docs/features/advanced-placeholder-options.md): Customize visibility and styling of values, lines, and rows
- [Conditional Paragraph / Row Deletion](https://docsautomator.co/docs/features/advanced-placeholder-options/conditional-paragraph-row-deletion.md): Automatically remove entire lines or rows when placeholder values are empty
- [Conditional Show / Hide](https://docsautomator.co/docs/features/advanced-placeholder-options/conditional-show-hide.md): Show or hide values depending on conditions
- [Conditional Styling](https://docsautomator.co/docs/features/advanced-placeholder-options/conditional-styling.md): Apply text styles conditionally based on specific values
- [Enable Markdown Formatting](https://docsautomator.co/docs/features/advanced-placeholder-options/enable-markdown-formatting.md): Interpret passed values as Markdown for rich text formatting
- [Hidden Values](https://docsautomator.co/docs/features/advanced-placeholder-options/hidden-values.md): Use values as conditions or triggers without displaying them in documents
- [AI Field Mapping](https://docsautomator.co/docs/features/ai-field-mapping.md): Automatically map template placeholders to data source fields using AI
- [AI Template Generator](https://docsautomator.co/docs/features/ai-template-generator.md): Generate professional Google Doc templates from a text description using AI
- [DocsAutomator eSign](https://docsautomator.co/docs/features/docsautomator-esign.md): Collect legally binding electronic signatures on generated documents
- [Compliance & Legal Validity](https://docsautomator.co/docs/features/docsautomator-esign/compliance-and-legal-validity.md): International standards and legal compliance for DocsAutomator eSign
- [eSign API Reference](https://docsautomator.co/docs/features/docsautomator-esign/docsautomator-esign-api-reference.md): Programmatic management of signing sessions, links, and audit trails
- [E-Sign Date Format Options](https://docsautomator.co/docs/features/docsautomator-esign/e-sign-date-format-options.md): Customize date formatting in e-signature fields using flexible tokens and separators.
- [E-Signing Tutorials from Data Sources](https://docsautomator.co/docs/features/docsautomator-esign/e-signing-tutorials-from-data-sources.md): Learn how to get documents signed from any of DocsAutomator's data sources
- [Document Previews](https://docsautomator.co/docs/features/document-previews.md): Generate unlimited previews without using credits
- [Dynamic Images](https://docsautomator.co/docs/features/dynamic-images.md): Insert images dynamically into your documents from URLs or attachments
- [Error Notifications](https://docsautomator.co/docs/features/error-notifications.md): Receive email alerts when document generation fails
- [Folder Organization](https://docsautomator.co/docs/features/folder-organization.md): Organize your automations into folders for easier management
- [Line Items](https://docsautomator.co/docs/features/line-items.md): Add variable-length lists and tables to your documents
- [Auto Row Numbers](https://docsautomator.co/docs/features/line-items/auto-row-numbers.md): Automatically add sequential row numbers to line item tables
- [Line Items Grouping + Calculations](https://docsautomator.co/docs/features/line-items/line-items-grouping-+-calculations.md): Group line items and add calculations like sum, average, and count
- [Nested Line Items](https://docsautomator.co/docs/features/line-items/nested-line-items.md): Create hierarchical data structures with up to 3 levels of nesting
- [PDF Expiration / Storage](https://docsautomator.co/docs/features/pdf-expiration-storage.md): Configure how long generated PDFs are retained
- [Run History](https://docsautomator.co/docs/features/run-history.md): View a complete list of all documents generated
- [Sections](https://docsautomator.co/docs/features/sections.md): Add dynamic sections to render larger areas of your document conditionally
- [Team Management](https://docsautomator.co/docs/features/team-management.md): Invite collaborators and control access levels in your workspace
- [Transfer Automations](https://docsautomator.co/docs/features/transfer-automations.md): Duplicate automations across workspaces while preserving the original
- [Workspaces](https://docsautomator.co/docs/features/workspaces.md): Organize automation projects in separate environments
- [Overview](https://docsautomator.co/docs/index.md): Turn your data into PDFs with Google Docs or PDF templates — plus e-signatures
- [Airtable](https://docsautomator.co/docs/integrations-api/airtable.md): Convert Airtable records into PDF documents and Google Docs
- [ClickUp](https://docsautomator.co/docs/integrations-api/clickup.md): Create documents from ClickUp tasks with native integration
- [DocsAutomator API](https://docsautomator.co/docs/integrations-api/docsautomator-api.md): REST API for programmatic document creation and automation management
- [DocsAutomator MCP](https://docsautomator.co/docs/integrations-api/docsautomator-mcp.md): Connect DocsAutomator to AI assistants like Claude, Cursor, and other MCP-compatible clients
- [Glide](https://docsautomator.co/docs/integrations-api/glide.md): Generate PDFs directly from Glide applications without custom code
- [Google Sheets](https://docsautomator.co/docs/integrations-api/google-sheets.md): Generate documents from spreadsheet data with automatic PDF storage
- [Make](https://docsautomator.co/docs/integrations-api/make.md): Generate PDF documents from Make (formerly Integromat) scenarios using DocsAutomator
- [n8n](https://docsautomator.co/docs/integrations-api/n8n.md): Powerful workflow automation with the DocsAutomator community node
- [Noloco](https://docsautomator.co/docs/integrations-api/noloco.md): Generate PDFs directly from Noloco internal tools
- [Notion](https://docsautomator.co/docs/integrations-api/notion.md): Generate PDFs and Google Docs from Notion databases, with optional e-signing
- [SmartSuite](https://docsautomator.co/docs/integrations-api/smartsuite.md): Create invoices, reports, contracts, and documents from your SmartSuite data
- [Softr](https://docsautomator.co/docs/integrations-api/softr.md): Generate PDF documents from your Softr applications using DocsAutomator
- [Zapier](https://docsautomator.co/docs/integrations-api/zapier.md): Connect DocsAutomator to 7,000+ apps for automated document generation
- [DocsAutomator Reviews](https://docsautomator.co/docs/more/docsautomator-reviews.md): Industry reviews and endorsements from partners and platforms
- [DocsAutomator Unlimited Fair Use Policy](https://docsautomator.co/docs/more/docsautomator-unlimited-fair-use-policy.md): Guidelines for fair use of the DocsAutomator Unlimited plan
- [FAQ](https://docsautomator.co/docs/more/faq.md): Frequently asked questions about DocsAutomator
- [Troubleshooting Guide](https://docsautomator.co/docs/more/troubleshooting-guide.md): Solutions for common problems encountered with DocsAutomator
- [Airtable: 120 Seconds Limit on Automation Scripts](https://docsautomator.co/docs/more/troubleshooting-guide/airtable-120-seconds-limit-on-automation-scripts.md): Resolve timeout errors when generating documents via Airtable automations
- [Airtable: Attachment URL Issue When Sending Emails](https://docsautomator.co/docs/more/troubleshooting-guide/airtable-attachment-url-issue-when-sending-emails.md): Resolve 'attachment URL is disallowed' errors in Airtable automations
- [API Error Troubleshooting](https://docsautomator.co/docs/more/troubleshooting-guide/api-error-troubleshooting.md): Diagnose and resolve common API errors when using the DocsAutomator API
- [Airtable: No Record ID Given](https://docsautomator.co/docs/more/troubleshooting-guide/data-source-is-set-as-airtable-and-no-record-id-is-given.md): Resolve errors when no valid record ID is passed to DocsAutomator
- [Email Delivery Issues](https://docsautomator.co/docs/more/troubleshooting-guide/email-delivery-issues.md): Resolve problems with email delivery after document generation
- [Google Shared Drive Template Permissions](https://docsautomator.co/docs/more/troubleshooting-guide/google-shared-drive-template-permissions.md): Resolve permission errors when using templates from Google Shared Drives
- [Google Sheets: Common Issues](https://docsautomator.co/docs/more/troubleshooting-guide/google-sheets-common-issues.md): Resolve common problems with Google Sheets automations in DocsAutomator
- [Template: Common Mistakes](https://docsautomator.co/docs/more/troubleshooting-guide/template-common-mistakes.md): Fix common issues with Google Docs template placeholders and formatting
- [Bulk Generate Certificates from Google Sheets](https://docsautomator.co/docs/use-cases/bulk-certificates-from-google-sheets.md): End-to-end walkthrough for generating certificates in bulk from Google Sheets data
- [Create Contracts with E-Signatures](https://docsautomator.co/docs/use-cases/contracts-with-esign.md): End-to-end walkthrough for generating contracts and collecting electronic signatures
- [Generate Invoices from Airtable](https://docsautomator.co/docs/use-cases/invoices-from-airtable.md): End-to-end walkthrough for automating invoice generation from Airtable records

## OpenAPI Specs

- [openapi](https://docsautomator.co/docs/openapi.json)