What is DocsAutomator?
DocsAutomator is a flexible document automation tool that integrates natively with multiple data sources including Airtable, Google Sheets, SmartSuite, Glide, Noloco, ClickUp, and more. The platform also provides an API for custom app integration. Choose between Google Doc templates (text-based placeholders) or PDF templates (upload an existing PDF and position data fields on top with a visual editor). Generated documents can be saved, emailed, merged, or routed through an e-signature workflow for legally binding signatures.Dynamic Tables
Create tables with line items that expand based on your data
Dynamic Images
Insert images dynamically from URLs or attachments
Conditional Display
Show or hide content based on field values
Conditional Styling
Apply different text styles based on conditions
Electronic Signatures
Collect legally binding e-signatures with built-in signing workflows
PDF Templates
Upload existing PDFs and overlay data fields with a visual editor
Document Types Supported
DocsAutomator accommodates nearly any document type. Users automate:- Invoices and receipts
- Reports and analytics
- Legal documents and contracts
- Marketing materials
- Project plans
- Research papers
- Technical documentation
- Proposals and quotes
Getting Started
Create an Account
Visit app.docsautomator.co to create your free account
Follow the Quickstart Guide
Check out the Quickstart Guide to set up your first automation
Create Your Template
Create a Google Doc template with placeholder syntax, or upload an existing PDF and position data fields on top with the visual editor
Support Resources
In-App Chat
Get quick assistance through the chat feature in your dashboard
Email Support
Reach out at [email protected] for help
Video Tutorials
Watch tutorials and platform updates on YouTube
Book a Call
Schedule a personal walkthrough with our team
