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Docsautomator

Docsautomator MCP integration

Creates, duplicates, and updates document automations, checks the generation queue, and reports where signing sessions stand.

Connect DocsautomatorSee all integrations

9actions available

  1. Home/
  2. Integrations/
  3. Docsautomator

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create automation

    Lyro sets up a new document generation automation with specified data sources and optional Google Doc templates. Automations run on demand or on schedule to eliminate manual generation.

  • List automations

    Lyro retrieves all configured automations in the workspace so customers can find and manage their document workflows. Pagination supports browsing large automation collections.

  • Duplicate automation

    Lyro copies an existing automation with a modified title, enabling quick setup of similar workflows without rebuilding from scratch. Duplicated automations maintain all original settings.

See all 9 actions

How businesses use Docsautomator + Lyro

Each card is one request a support team gets, and the Docsautomator actions Lyro runs to close it.

  • api

    Set up a new document automation

    Lyro creates the automation with its data source and Google Doc template link, or duplicates one that already works when the new variant differs by only a few settings.

    Create AutomationDuplicate AutomationList Automations
  • search

    Explain how an automation is configured

    Lyro lists the automations in a workspace and opens any of them to report the data source settings and template it points at, which is the first question when a generated document comes out wrong.

    List AutomationsGet Automation DetailsDuplicate Automation
  • update

    Change or retire an automation

    Lyro updates only the fields that need to move - title, template link, locale settings, activation status - or permanently deletes an automation and its data once nothing depends on it.

    Update AutomationDelete AutomationGet Automation Details
  • insights

    Check queue health and signing progress

    Lyro reads the current generation queue statistics for the workspace and lists signing sessions filtered by status or signer email, so a question about a document nobody has received has an answer.

    Get Queue StatisticsList Signing SessionsList Automations

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Docsautomator actions it has and picks the ones a request needs.

  1. 01

    Connect Docsautomator

    Authorize the Docsautomator account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Docsautomator actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free

Docsautomator · Lyro

What can you do in Docsautomator without me setting anything up?

These, right away:

  • Create automation
  • Get automation details
  • Delete automation

Great, let's start with the first one.

Ask Lyro anything...

FAQ

Everything else about Docsautomator

Setup, permissions, and the limits of what Lyro can do inside Docsautomator.

  • Not through this toolkit. Its actions create, read, update, duplicate, and delete automations and report on the queue and signing sessions, but none of them fires a document run. Lyro configures the automation and reports on throughput, while generation is triggered from DocsAutomator or its data source.

  • No. Create Automation takes a Google Doc template link, and PDF templates have to be uploaded through the DocsAutomator app interface first. Once one is there, Lyro can point an automation at it with Update Automation.

  • Send Test Email delivers a sample PDF attachment against a specific automation to verify its email configuration. It is rate limited to 25 emails per hour per automation, so Lyro uses it as a spot check rather than a volume test.

  • No. Delete Automation permanently removes the automation and all associated data, and nothing here restores it. When the real goal is to change a setup, Duplicate Automation is the safer route, since it copies the original with ' COPY' appended to the title.

Every action available in Docsautomator

All 9 actions your agent can call on Docsautomator, straight from the live MCP connection.

  • Create automation

    Create a new DocsAutomator automation with specified data source and optional Google Doc template.

  • Delete automation

    Permanently delete an automation and all associated data.

  • Duplicate automation

    Create a copy of an existing automation with ' COPY' appended to the title.

  • Get automation details

    Retrieve details of a specific automation by its ID.

  • Get queue statistics

    Retrieve current document generation queue statistics for your workspace.

  • List automations

    Retrieve all automations in your workspace with their basic details.

  • List signing sessions

    Retrieve signing sessions with optional filtering by status or signer email.

  • Send test email

    Send a test email with a sample PDF attachment to verify email configuration.

  • Update automation

    Update an existing automation's settings in DocsAutomator.

The tools Docsautomator sits next to

Same connection, same setup. Pick the next one your team already uses.

  • Cloudconvertarrow_outward

    Cloudconvert

    Checks which conversions and engine options exist, exports finished files to S3 or Google Cloud Storage, tracks task status, and manages job webhooks.

  • Docugeneratearrow_outward

    Docugenerate

    Finds the right template, merges conversation data into it, returns the finished document with its download URL, and tidies up what is no longer needed.

  • Encodianarrow_outward

    Encodian

    Converts files between formats, assembles and watermarks PDFs, runs OCR on scans, and validates addresses and links before they are used.

  • Nano netsarrow_outward

    Nano nets

    Reports extracted field values and confidence scores, tracks workflow documents, and creates, trains and tunes OCR models.

  • Pdflessarrow_outward

    Pdfless

    Lists the templates a workspace holds with the IDs a render needs, and confirms the workspace behind the API key is active.

  • Waiverfilearrow_outward

    Waiverfile

    Reads a waiver site's required fields, age restrictions, and email settings from the live account, and confirms the event service is still responding.

Browse every integration
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Ready to connect Docsautomator?

Authorize the account and your agent has all 9 actions from the first conversation.

Connect DocsautomatorTalk to sales
Connect DocsautomatorTalk to sales
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