Docsautomator connects to a Nagent workspace with an API key. Once it is connected, agents can call 9 Docsautomator actions, such as "Create Automation", "Get Automation Details" and "Get Queue Statistics". Nothing is enabled on connect: each action is allowed one at a time, and an action with side effects runs or waits for a person according to the agent's level.
Every operation an agent can call against Docsautomator, with input parameters and output schema.
DOCSAUTOMATOR_CREATE_AUTOMATIONTool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Input parameters
Name for the automation.
The data source type that will provide data for this automation.
Google Doc template URL. Optional for automations using PDF templates (upload PDF through DocsAutomator app instead).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSAUTOMATOR_DELETE_AUTOMATIONTool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Input parameters
The automation ID to delete. This is the unique identifier of the automation to be permanently deleted.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSAUTOMATOR_DUPLICATE_AUTOMATIONTool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
Input parameters
The automation ID to duplicate.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSAUTOMATOR_GET_AUTOMATIONTool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
Input parameters
The automation ID to retrieve details for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSAUTOMATOR_GET_QUEUE_STATSTool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSAUTOMATOR_LIST_AUTOMATIONSTool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSAUTOMATOR_LIST_SIGNING_SESSIONSTool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Input parameters
Page number.
Filter by signer email (partial match, case-insensitive).
Results per page (max 250).
Status of a signing session.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSAUTOMATOR_SEND_TEST_EMAILTool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Input parameters
Email address to send the test email to. Must be a valid email address.
The automation ID to use for sending the test email.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
DOCSAUTOMATOR_UPDATE_AUTOMATIONTool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, locale settings, or activation status.
Input parameters
The automation ID to update
Automation name
Locale for date and number formatting (e.g., 'en-us', 'de-de', 'fr-fr')
Whether the automation is active
Image options for automation
PDF expiration period options
Save a Google Doc copy alongside the PDF
Google Doc template URL to use for document generation
Field name or formula for generated document names
Whether to format numbers using the automation's locale
Google Drive folder URL where generated documents will be saved
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
Agents can call 9 Docsautomator actions on Nagent, including "Create Automation", "Get Automation Details" and "Get Queue Statistics". Create Automation: Create a new DocsAutomator automation with specified data source and optional Google Doc template. Each action is listed on this page with its input parameters and its output.
Docsautomator connects with an API key, under your workspace's own connection. Nothing is enabled on connect: each action is allowed one at a time and can be scoped to the agents that need it.
Create Automation takes 2 required inputs: title and dataSourceName. It also takes 1 optional input: docTemplateLink. It returns data, error and successful.