Docsautomator
Automate your documents using Google Docs in minutes. Create, manage, and generate documents from templates with the DocsAutomator API.
Verdict
Common use cases
- Generate invoices from CRM data each month
- Merge contract templates with client details
- Check document queue when batches stall
- Duplicate automations for new campaigns
- Track signing sessions for pending agreements
Integration
- Vendor
- Docsautomator
- Category
- docs
- Auth
- API_KEY
- Tools
- 9
- Composio slug
docsautomator
Tools
- Create Automation
Tool 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 interfac
- Delete Automationdestructive
Tool 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.
- Duplicate Automation
Tool 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.
- Get Automation Details
Tool 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.
- Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
- List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
- List Signing Sessions
Tool 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.
- Send Test Email
Tool 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.
- Update Automation
Tool 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.
Setup
Setup guide
- 11. Open your Switchy workspace settings and navigate to the Integrations tab. 2. Find Docsautomator in the MCP catalog and click Connect. 3. Log into your Docsautomator account at docsautomator.co, go to Settings > API Keys, and generate a new key. 4. Paste the API key into the Switchy connection dialog and click Authorize. 5. Switchy will confirm the connection and show which tools are now available. 6. Open any Space, type '@Docsautomator list automations' and send — if you see your existing automations listed, the connection works. 7. To invoke a tool, @mention Docsautomator in a message and describe what you need: 'create an automation for monthly invoices' or 'show me queue stats'. 8. If you plan to use PDF templates, upload them in the Docsautomator web UI before referencing them in prompts — the MCP can't handle uploads.
What teammates see: by default, memories from Docsautomator are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Create Invoice Automation
@Docsautomator create an automation called 'Monthly Invoices' using the Google Sheet at [sheet URL] and the Google Doc template at [template URL].Open in a Space →
List All Automations
@Docsautomator list all automations in my workspace and show their titles and IDs.Open in a Space →
Check Queue Health
@Docsautomator get the current queue statistics and tell me if there's a backlog.Open in a Space →
Duplicate Existing Automation
@Docsautomator duplicate the automation with ID [automation_id] so I can modify it for a new client.Open in a Space →
Find Signing Sessions
@Docsautomator list all signing sessions with status 'pending' so I can follow up with signers.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Docsautomator list all automations in our workspace and show me which ones are using Google Doc templates versus PDF templates.
Found 7 automations in your workspace. Google Doc templates: 'Customer Onboarding Flow' (ID: aut_x7k2m), 'Monthly Report Generator' (ID: aut_p4n8q), 'Contract Builder' (ID: aut_w1z5r). PDF templates: 'Invoice System' (ID: aut_j3h9t), 'Compliance Certificates' (ID: aut_d6f2v). No template configured: 'Draft Proposal Workflow' (ID: aut_m8k4s), 'Meeting Notes Archive' (ID: aut_c5y1n). This illustrative example shows how the MCP surfaces automation inventory with template type categorization.
Demonstrates read-only workspace visibility. Requires API key with read access to automations. Useful for auditing which workflows are active and identifying automations that need template configuration. Does not show data source details or generation statistics.
@Docsautomator create a new automation called 'Q1 Sales Reports' that pulls from our Airtable base and uses the quarterly template doc.
Created automation 'Q1 Sales Reports' (ID: aut_r9t3x). Data source configured for Airtable integration. Google Doc template linked (template ID: 1a2b3c4d5e6f). Automation is now active and ready to generate documents when triggered via API or manual run. Note: You'll need to map Airtable fields to template placeholders in the DocsAutomator dashboard to complete setup. This example illustrates the creation workflow, though field mapping happens outside the MCP.
Shows automation creation capability. Requires API key with write permissions. PDF templates must be uploaded through the DocsAutomator dashboard first—the MCP cannot upload files. The automation is created but field mapping between data source and template requires additional dashboard configuration.
@Docsautomator check the queue statistics and tell me if we're at risk of hitting capacity limits today.
Current queue statistics: 142 documents pending, 8 currently processing, 1,847 completed today. Your workspace limit is 5,000 documents per day. You're at 28% capacity with 3,153 documents remaining. Average processing time today: 4.2 seconds per document. At current rate (approximately 230 documents/hour), you have comfortable headroom. No capacity risk detected. This illustrative output shows how queue monitoring helps predict bottlenecks before they impact workflows.
Demonstrates operational monitoring for high-volume document generation. Useful for teams running batch processes or time-sensitive workflows. Queue limits vary by DocsAutomator plan tier. Monitoring is read-only; the MCP cannot adjust queue priority or processing speed.
Use-case deep-dives
When Docsautomator fits high-volume contract workflows
A 6-person sales team closing 40-60 deals a month needs NDAs, MSAs, and SOWs generated from CRM data without manual copy-paste. Docsautomator wins here because the Create Automation tool connects a data source (like a Google Sheet or webhook) directly to a template, then queues documents automatically. The Get Queue Statistics tool lets the ops lead monitor throughput during end-of-quarter spikes. The trade-off: if your contracts need complex conditional logic or multi-party routing, you'll hit the template limits fast and need a heavier contract platform. But for straightforward mail-merge at scale, this MCP keeps your sales team out of Google Docs hell. If you're generating fewer than 20 documents a month, the setup overhead isn't worth it.
Why this MCP works for repeatable employee docs
A 3-person HR team onboards 8-12 new hires a quarter and needs offer letters, benefits summaries, and I-9 forms generated from HRIS data. Docsautomator handles this cleanly: the List Automations tool shows which templates are live, the Duplicate Automation tool lets HR clone last quarter's packet for a new role, and the Send Test Email tool confirms delivery before the first real hire. The signing sessions feature (via List Signing Sessions) adds e-signature tracking without a separate DocuSign seat. The boundary: if your org has 50+ hires a month or needs multi-step approval chains, you'll outgrow this fast. For small-team onboarding where the packet is stable and the volume is predictable, this MCP automates the busywork without enterprise bloat.
When Docsautomator beats manual PDF exports
A 5-person marketing agency sends monthly performance reports to 30 clients, pulling data from Google Sheets and formatting it into branded PDFs. Docsautomator's automation-per-client model (managed via List Automations and Get Automation Details) means each client gets a dedicated pipeline that runs on schedule. The queue stats tool surfaces bottlenecks when multiple reports generate at month-end. The catch: if your reports need live charts, pivot tables, or dynamic page counts, the template engine won't cut it—you'll need a BI tool with native PDF export. But for static layouts with variable data (logos, metrics, commentary), this MCP turns a 4-hour manual task into a 10-minute review. If you're sending fewer than 10 reports a month, just export manually.
Frequently asked
What does the Docsautomator MCP do in Switchy?
It lets your team create, manage, and trigger document automations directly from Switchy's chat interface. You can set up new workflows that pull data from spreadsheets or databases and merge it into Google Docs or PDF templates, duplicate existing automations, check queue stats, and list signing sessions — all without leaving the conversation.
Do I need admin access to connect Docsautomator?
You need an API key from your Docsautomator workspace, which typically requires workspace admin or owner permissions to generate. Once connected in Switchy, anyone on your team with access to the shared workspace can invoke the MCP's tools, so decide whether you want to restrict who can create or delete automations.
Can the MCP upload new PDF templates or edit existing ones?
No. The MCP can reference a Google Doc template when creating an automation, but PDF templates must be uploaded through Docsautomator's web UI first. You also can't edit template content via the MCP — it's purely for orchestrating automations, not designing them.
Why use this MCP instead of Docsautomator's dashboard?
The MCP shines when you want to trigger document generation or check queue stats as part of a larger workflow — like asking Switchy to pull data from Notion, create a new automation, and send a test email in one go. For one-off template design or visual setup, the dashboard is faster.
Who on the team should connect this MCP?
Whoever owns your Docsautomator account and can generate an API key. That person should connect it in Switchy, then share the workspace with teammates who need to create or monitor automations. Be aware that the MCP's delete and duplicate tools are destructive, so limit access if you're worried about accidental changes.