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In the Claude directory

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

Tell Claude where your data lives. Claude sets up the automation, and each document runs on its own, from a button, a row link or an automation in your tool.

Add to ClaudeDone-for-you setup

Works in claude.ai, the desktop and mobile apps, and Claude Code.

Works with any app you use

Airtable, Google Sheets, Notion and more

Claude 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

Claude 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 Claude

Five things that turn your data into a document your client signs.

  1. 1

    Your real template

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

    In ClaudeQuote for Jonas from my template

    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 ClaudeAdd both services as line items

    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 ClaudeSame quote again for Jonas

  4. 4

    Signed or accepted

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

    In ClaudeJonas accepted. Send him the contract.

    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 ClaudeShow me the audit trail

Prompts for your first signed documents

Each one ends in a signed or accepted document.

Services agreementSigned PDF back on the record

Set up my services agreements from the Agreements table in my Airtable. Make a test from AGR-1042 and send it to the client for signature.

ClaudeClaude sets up the automation on your Airtable table. If Airtable is not connected yet, Claude gives you a one-click link to connect it. The integration fills your agreement template from the record and, after 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 Claude listing
QuoteLine items and acceptance

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

ClaudeClaude connects the automation to your sheet and maps each service to a line item. The integration fills your quote template from Jonas's row, prints the total as $2,850.00 and, after you confirm, sends it for one-click acceptance. From then on, a link in each row makes the next quote.

Copy and open the Claude listing
Quote from your CRMAny other app

Get the open deal for Jonas Becker from my CRM. Make a quote with my DocsAutomator automation "Quote", one line item per product, and send it to jonas@example.com for acceptance.

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

Copy and open the Claude listing

Add DocsAutomator to Claude

You connect once with your Claude account. It then works in every Claude app.

  1. 1

    Open DocsAutomator in the Claude directory. In Claude you can also go to Customize, Connectors, Discover and search for DocsAutomator.

  2. 2

    Click "Connect to Claude".

  3. 3

    Sign in to DocsAutomator, choose your workspace if you have more than one, and click "Authorize".

  4. 4

    Back in Claude, DocsAutomator shows as "Connected" under "Your connectors".

Team and Enterprise plans: an owner adds DocsAutomator for the organization first with "Connect for your team". Members then click "Connect to Claude" and sign in with their own DocsAutomator account.

Claude Code: sign in to Claude Code with the same Claude account (/login). DocsAutomator shows in /mcp as "claude.ai DocsAutomator", with no extra setup.

Add to ClaudeRead the Claude setup guide

Security and your data

Claude reaches only what you allow when you sign in.

One workspace per connection

If your account belongs to several workspaces, you pick one when you sign in. Claude reaches only the automations of that workspace. To switch, disconnect and connect again.

You confirm every send

Before an email goes out, DocsAutomator asks you to confirm the document and every recipient. A preview is a watermarked PDF and sends nothing.

Read the rules DocsAutomator gives Claude

Questions about DocsAutomator in Claude

Using Cursor, VS Code or another AI tool? Connect it to the DocsAutomator MCP server

Let Claude set up your next document

Add the connector, tell Claude where your data lives, and send the first document in test mode.

Add to ClaudeDone-for-you setup
Using ChatGPT? See DocsAutomator for ChatGPT