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In the ChatGPT plugin directory

ChatGPT sets it up. Your documents run on their own.

Say where your data lives. ChatGPT sets up the automation once, and from then on each document comes from a button, a row link or an automation in your tool.

Add to ChatGPTDone-for-you setup

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

Works with any app you use

Airtable, Google Sheets, Notion and more

ChatGPT sets up the automation once. After that, every document comes straight from your records and goes out for signature or acceptance, also without the chat.

Any other app

ChatGPT takes the data from your CRM or any other app. DocsAutomator fills your template and sends the document for signature or acceptance.

Why DocsAutomator with ChatGPT

Five things a document needs before your client signs it.

  1. 1

    Your real template

    Your exact template from Google Docs, Word or PDF, with your layout and your branding.

    In ChatGPTUse my quote template for Jonas

    Your templateQuellmann Interiors quote template with placeholders such as {{client_name}}, {{quote_date}}, {{unit_price}} and {{total}}
    Filled by DocsAutomatorThe same quote filled for Jonas Becker: dated Sep 30, 2026, 2 design days at $1,200.00 and a 3D kitchen plan at $450.00, total $2,850.00
  2. 2

    Advanced document features

    Line items, conditional sections and rules, formats for dates, numbers and currency, and images.

    In ChatGPTOne line item per service

    Quote Q-0142 for Jonas Becker with two line items and a total of $2,850.00
    Two line items from the project, the total printed as $2,850.00 and the date as Sep 30, 2026, each in the format set for its placeholder.
  3. 3

    Same input, same document

    The same record gives the same document, every time, whether a button, an automation or the chat starts it.

    In ChatGPTMake that quote again

  4. 4

    Signed or accepted

    Legally binding e-signatures, or one-click acceptance for quotes and offers.

    In ChatGPTSend Jonas the contract to sign

    Signature block of the design services agreement, signed by Jonas Becker on 10/21/2026
    Signed by Jonas Becker on Oct 21, 2026 at 9:19 PM UTC.
  5. 5

    Audit trail

    Every signature and every acceptance is recorded, and the final PDF is sealed.

    In ChatGPTWho signed, and when?

Copy a prompt and get your first document signed

Each one ends in a signed or accepted document.

Services agreementSigned PDF back on the record

@DocsAutomator set up services agreements from the Agreements table in my Airtable. Test it with AGR-1042 and send it to the client for signature.

ChatGPTChatGPT sets up the automation on your Airtable table and gives you a one-click connect link if Airtable is not connected yet. The integration fills your agreement template from the record and, once you confirm, sends it for a legally binding e-signature. Once the client signs, the signed PDF lands in the record.

Copy and open the ChatGPT plugin
QuoteLine items and acceptance

@DocsAutomator set up quotes from my projects sheet in Google Sheets with my template, one line item per service, prices in US dollars with two decimals. Make Jonas Becker's quote from his row and send it to jonas@example.com for acceptance.

ChatGPTChatGPT connects your sheet and turns each service into a line item. The integration fills your template from the row, shows $2,850.00 and, once you confirm, sends the quote for one-click acceptance. The next quote comes from the link in its row.

Copy and open the ChatGPT plugin
Quote from your CRMAny other app

@DocsAutomator take Jonas Becker's open deal from my CRM, turn it into a quote with my "Quote" automation, one line item per product, and send it to jonas@example.com for acceptance.

ChatGPTChatGPT reads the deal from your CRM and passes the data on. DocsAutomator fills your quote template with the line items and, once you confirm, sends it for one-click acceptance.

Copy and open the ChatGPT plugin

Install the plugin in ChatGPT

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

  1. 1

    Open DocsAutomator in ChatGPT Plugins. You can also open Plugins in the ChatGPT sidebar and search for DocsAutomator.

  2. 2

    Click "Install plugin".

  3. 3

    Click "Connect" when ChatGPT asks.

  4. 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 ChatGPTRead the ChatGPT setup guide

What the plugin can reach

You decide the workspace and every send.

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.

Every rule and confirmation ChatGPT follows

ChatGPT plugin: frequently asked questions

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

Set up your next contract from ChatGPT

Install the plugin, say where your data lives, and watch the signing status in the chat.

Add to ChatGPTDone-for-you setup
Using Claude? See DocsAutomator for Claude