DocsAutomator

Cancel an open signing or acceptance session: its links stop working. A completed session cannot be cancelled.

cancel_esign_session

Change an automation's settings. status: 'test' makes free watermarked documents; 'live' makes real ones that count against the quota; 'inactive' pauses triggers; 'trash' stops it at once (restorable from the app's Trash). locale sets how values print (de-DE prints 1.234,56 € and 01.10.2026); it is a setting, never a limit. title renames it; description tells AI clients what it is for. documentNameField is the source field that names each file. Record sources only: airtableTrigger or notionTrigger fire on a field value; sheetsAutoPolling polls Google Sheets every ~5 minutes.

configure_automation

Set up signing or acceptance. closeType 'acceptance': the recipient opens a link and taps Accept, no {{esign.*}} tags needed (quotes, offers). 'signature': a drawn signature at {{esign.signature_N}} tags, one signer per index. On API, MCP and no-source automations set every signer to emailSource 'request' and name the person per send in create_document recipients. Record sources, Zapier, Make, n8n, Glide and Noloco cannot use 'request': use the record's email field, or a placeholder, which must be a placeholder that exists in the template. emailTemplates changes the copy for EVERY future request. signedPdfField writes the signed PDF back to the record.

configure_esignature

Set how one line-item group (the N in {{line_items_N}}) is presented: grouping under header rows, sorting by up to three columns, an auto-number column, page breaks or keep-together for repeating sections, and skipRecords rules that leave records out. Pass only the blocks you change. Which linked table feeds the rows is set_data_source's lineItems, not this.

configure_line_items

Set what happens with each generated document. Pass only the blocks you change. email: recipients (addresses or {{placeholders}}), sender 'gmail' or 'outlook' from a connected account (Business plan and up), and conditions. pdf: link expiry and a Drive folder. onedrive, googleDoc and word (word.save returns wordFileUrl from create_document). merge, webhook, documentsFolder. writeBackPdfField uploads the generated, UNSIGNED PDF to a record field; the signed PDF is configure_esignature's signedPdfField. Folders: an id or a Drive URL.

configure_output

Store what each placeholder means and how it prints. descriptions: meaning plus print format, e.g. "Subtotal before tax, net, in EUR; prints as 1.234,56 €"; examples always use 1234.56 and 2026-12-31, never a value from this request. formats: one entry per amount, number or date (currency with its ISO code; percent multiplies by 100). Pair them with the locale (configure_automation). options: deleteWhenEmpty removes an empty placeholder's paragraph or row; ["*"] means all. conditions: show or hide {{section_NAME}} blocks and placeholders by raw values, hide values, render Markdown. Never regenerate a template to change these.

configure_placeholders

Create an automation. Template order: theirs (docTemplateLink for their Google Doc, set_template for an upload), then the gallery (set_template), then generate_word_template only if none fits or they ask for AI. fromAutomationId starts from a copy of that automation's template and signing setup, on API with no trigger. copySettings true copies the whole automation instead, including its data source, triggers and mappings: tell the user it inherits the triggers, and never use it to send from chat. After a test, offer to trash an automation you made only for it (configure_automation status 'trash').

create_automation

Generate a document from an automation. mode 'preview' makes a watermarked PDF and sends nothing; 'test' runs the outputs and emails real recipients, watermarked and free; 'live' makes a real document that counts against the plan. Values are raw: numbers as numbers, dates as ISO dates; get_automation lists the placeholders and their formats. A placeholder without a format prints the value exactly as sent, so an amount there keeps its currency only as text, e.g. "750 EUR". With signing or acceptance on, a session starts with the document: pass recipients [{ signer, email, name }] for every signer on 'Given with each request'. With recId on a record source the record's mapped email fields name the signers; pass recipients only when the user names a different person. skipEsign makes the document without a session. Line items go in line_items_N arrays; nested rows use 'children'. Returns pdfUrl, or a jobId for get_recent_runs.

create_document

Change an automation's existing Word template with one natural-language instruction: styling, layout, text, adding, renaming or hard-coding placeholders. One section or one concern per call, under 2,000 characters; split bigger changes into several calls. The result lists the placeholders after the edit: a changed tag that is still listed means the edit did not take. embedImageUrl puts an image (such as a logo URL) into the template. Text in tables inside table cells is edited like any other text; only their rows and columns are fixed. The user can also change the template with Edit Template in the app.

edit_word_template

Design a new Word (.docx) template for an automation with the AI designer; takes about a minute. Last resort: only when they have no own template and no gallery template fits, or they ask for AI. The prompt describes STRUCTURE (sections, {{placeholder}} names, line-item tables, tone) and stays under 5,000 characters; put long user-supplied content in edit_word_template passes, never drop it, and never ask it to invent bulk content. brandWebsite (a URL the user gave) reads their colours and logo; customColors and logoUrl override it. Set signingMode when the document has signature fields. Not for the user's own Word file: change that with edit_word_template. A prompt that timed out times out again when retried unchanged.

generate_word_template