Why not just ask ChatGPT to make the PDF?

For a one-off draft, ChatGPT is enough. For documents a client signs, that must match your approved wording and format, and that belong in your records, ChatGPT works with DocsAutomator.

Does the plugin handle e-invoices?

Yes. With the e-invoice add-on on for the automation, an invoice from ChatGPT comes back as a ZUGFeRD or XRechnung e-invoice. Every e-invoice is checked first; an invalid one is not created, and the message tells ChatGPT which value to fix.

Where do I find the DocsAutomator plugin?

In ChatGPT Plugins, which was called Apps before July 2026. Open the DocsAutomator listing, click "Install plugin", then "Connect", and sign in.

How do I make ChatGPT use DocsAutomator?

ChatGPT uses it when your request needs it. To pick it yourself, type @DocsAutomator, or click + and type its name.

Do I need developer mode or an API key?

No. The plugin signs in to your DocsAutomator account for you. Developer mode and API keys are not needed.

Can ChatGPT find a record for me?

No. The DocsAutomator tools cannot search your records. Give ChatGPT the record ID, or let it take the record from its own connection to that app.

Can I upload my own template file in ChatGPT?

Upload your Word or PDF file in the DocsAutomator app. In ChatGPT you can use a Google Doc you already have, a gallery template or a new Word template that ChatGPT designs.

Is the plugin included in my plan?

Yes, at no extra cost. Documents sent from ChatGPT count toward your plan like any other document. A signed or accepted document counts once, and test documents are free.

New: Approvals. Your team approves documents before they go out.Learn more

HomeIntegrationsChatGPT

Official plugin in ChatGPT Plugins

Your documents, handled in a ChatGPT chat

ChatGPT takes the request, and DocsAutomator turns it into a real business document: your template, formatted correctly, signed or accepted, and filed back to your records.

Add to ChatGPT Done-for-you setup

On the web, on desktop and on mobile. No developer mode needed.

Why ChatGPT works with DocsAutomator

What ChatGPT gets from DocsAutomator, in three short lines.

1
Your template, formatted correctly
Your approved template, filled with exact values and printed in your country's format.
Quote for Jonas from my template
Your template $Quellmann Interiors quote template with placeholders such as {{client_name}}, {{quote_date}}, {{unit_price}} and {{total}}$
Filled by DocsAutomator
2
Signed or accepted
Legally binding e-signatures or one-click acceptance, with the reminders sent for you.
Jonas accepted. Send him the contract.
Signed by Jonas Becker on Oct 21, 2026 at 9:19 PM UTC. The certificate records the consent, the time and the document hash (SHA-256 bd4d5986…).
3
Filed wherever you work
The signed PDF goes back to your records, or anywhere else through ChatGPT, Zapier, Make, n8n or a webhook. A new record can also create the document on its own.
File it in Jonas's project folder
Projects / Jonas BeckerContract C-0142 Jonas Becker signed.pdf

The cards ChatGPT shows you

Every document and every signing request appears in the chat and under Documents in the DocsAutomator app, and the signed PDF is filed where you chose.

Quote Q-0142 from Quellmann Interiors for Jonas Becker, total $2,850.00 — Open the PDF, the Word file or the Google Doc from the card. A recipient who has not signed gets a reminder button. Names are fictional.

Install the plugin in ChatGPT

Install, connect, sign in. Then every chat can use it.

1
Open DocsAutomator in ChatGPT Plugins. You can also open Plugins in the ChatGPT sidebar and search for DocsAutomator.
2
Click "Install plugin".
3
Click "Connect" when ChatGPT asks.
4
Sign in to DocsAutomator, choose your workspace if you have more than one, and allow access.

Enterprise or Edu: an admin may have to enable DocsAutomator for the workspace first. If ChatGPT shows "Disabled by admin", ask your admin.

Added it by hand before? If you added DocsAutomator to ChatGPT as a custom MCP server, remove that entry, so that ChatGPT uses the plugin.

Add to ChatGPT Read the ChatGPT setup guide

What the plugin can reach

You decide the workspace and every send.

Your own sign-in

The plugin connects through a DocsAutomator sign-in (OAuth). You enter no server URL and no API key in ChatGPT.

Bound to the workspace you pick

The sign-in screen lets you choose a workspace when you have several. Only its automations are reachable. Disconnect and reconnect to choose another.

Nothing goes out unconfirmed

DocsAutomator asks you before a document, a reminder or a cancellation goes out. A new automation sends its first document in test mode.

Records stay where they are

The plugin cannot search your Airtable or Notion data. ChatGPT gets the record ID from you, and DocsAutomator reads that one record.

Every rule and confirmation ChatGPT follows

Copy a prompt for the document you send most

Ordered from the template you already have to a brand new one. The tag shows which pillar the prompt puts to work.

ContractSigned or accepted

@DocsAutomator use the Google Doc I paste below as the template for my design contract, and send it to Jonas Becker at jonas@becker.example for signature in test mode.

ChatGPT uses your Google Doc as it is, without editing it, and sets up signing. After you confirm, Jonas gets the request in test mode, with a watermark and free of charge.

Copy and open the ChatGPT plugin

QuoteYour template, formatted correctly

@DocsAutomator make a quote from the template gallery for Jonas Becker: 2 design days at $1,200 each and a 3D plan at $450. Show prices in US dollars with two decimals and send it to jonas@becker.example for acceptance in test mode.

ChatGPT picks a gallery quote template and sets the number format, so the quote shows $2,850.00. After you confirm, Jonas gets it for acceptance in test mode.

Copy and open the ChatGPT plugin

InvoiceFiled wherever you work

@DocsAutomator design an invoice template in the style of my studio's website, connect my projects sheet and create an invoice for each new row.

With your website address, ChatGPT designs a Word template in your brand, maps the sheet columns and switches on the Google Sheets trigger. New rows then become invoices without a chat.

Copy and open the ChatGPT plugin

ChatGPT plugin: frequently asked questions

Working in Cursor, VS Code or another MCP client? See the MCP server setup

Send your next contract from ChatGPT

Install the plugin, name the record and the signer, and watch the status in the chat.

Add to ChatGPT Done-for-you setup

Using Claude? See DocsAutomator for Claude