NewMeet the DocsAutomator Agent

Documents that generate themselves

Drafted from your data, with legally binding e-signatures built in.

No credit card. Unlimited testing.

Airtable
Notion
Google Sheets
Glide
Zapier
Make
n8n
ClickUp
API
DocsAutomator
Invoice generated by DocsAutomatorDocument completed

Teams automating and signing their documents with DocsAutomator

One document is easy.
A hundred a week is a job.

Pulling the data, filling the template, exporting the PDF, sending it, chasing the signature, filing the copy. Most teams still do every step by hand.

DocsAutomator does all of it for you.

What DocsAutomator does on its own

One example, start to finish. A new client deal hits "Won".

1

Reads the record

Client, scope, price, dates, line items. Every detail, straight from your data.
2

Drafts the document

Your template, your branding, every value in the right place.
3

Sends it where it goes

For signature, by email, or straight to Google Drive or OneDrive. The moment the deal is won.
4

Follows up when it matters

It sends the reminders until the signature lands. You never chase a client again.
5

Files it, and keeps the record

The signed copy and its audit trail, saved back to the deal. You get a note that it is done.

You opened nothing. You chased no one. The paperwork handled itself.

One engine. Two ways to run it.

Run it from the tools you already use, or let your own AI agents drive it directly. Same templates, same signatures, same records.

Run by your team

Set it up once. It runs on every record.

No code, nothing to migrate, nothing new to learn.
Airtable
Notion
Google Sheets
Glide
Zapier
Make
n8n
+ more
A deal hits "Won", a row is added, a status changes. That is the whole trigger.
  • Templates in Google Docs, Microsoft Word, or PDF, on your branding.
  • The built-in Agent drafts the template and maps your fields.
  • Every new record becomes a finished, signed, filed document.
  • Batch runs, run history, and live status for every document.
Called by your AI agents

One tool call. A finished, signed document.

An MCP server and REST API your agents call directly. Locked templates keep the output exact, every time.
// your agent, closing a deal
create_document({
automation: "service-agreement",
data: record,
sendForSignature: true
})
→ signed PDF, audit trail, filed back
  • Works in Claude, Cursor, n8n, and any MCP client.
  • Deterministic output. No creative drift, no hallucinated invoices.
  • Unlimited test mode. No credit card to start building.
The Agent does the setup

Do it your way. Or just ask.

Describe the document you need. The Agent drafts the template, connects your data, and maps the fields. Generate one document right away, no data source required, or save it as an automation.

Takes you to a free account. No credit card, unlimited testing.

An e-signature tool waits for you. This one does the work.

Signing tools made the signature easy and left you everything around it. DocsAutomator handles all of it.

Doing it by hand

  • Prepare the document
    You upload a file and drag signature fields onto it, every single time.
  • Send for signature
    One document at a time, by hand.
  • Chasing the signature
    You remember to follow up, or it slips.
  • After signing
    You download the signed file and file it away yourself.
  • Doing it at scale
    More agreements means more manual work.

With DocsAutomator

  • Prepare the document
    Drafted and filled from your data, every time.
  • Send for signature
    Sent the moment your data is ready, on its own.
  • Chasing the signature
    Reminders go out until it is signed.
  • After signing
    The signed copy and audit trail save back to your app on their own.
  • Doing it at scale
    One hundred agreements take the same effort as one.
10,000+
businesses run on DocsAutomator
2.87M+
documents generated
4.9 / 5
rating on G2

"Before I discovered Docsautomator, generating reports from Airtable was a time-consuming task that drained both my time and energy. However, Docsautomator changed everything and made the process feel effortless."

Kuladej Lertkachonsuk
Kuladej Lertkachonsuk

"As a botanical garden operator staffed by volunteers, DocsAutomator has revolutionized our document generation process. This powerful tool seamlessly integrates with our Airtable databases, allowing us to effortlessly create a wide range of docs!"

Ron Majiros
Ron Majiros

"I had a complex process with Airtable and Fillout I was trying to work out and an Airtable consultant told me about DocsAutomator as a much better alternative to Airtable's Page Designer for external documents. She also said Rupert was very helpful."

Sabrina Allison
Sabrina Allison

Legally binding. Fully auditable.

The first question every switcher asks is whether it actually holds up. It does, and the proof is attached to every document.
  • Legally binding e-signatures, compliant with the US ESIGN Act and UETA.
  • Explicit signer consent, captured with IP address, browser, and timestamp.
  • A complete audit trail and a Certificate of Completion on every signed document.
  • Single or multiple signers, in parallel or in a set order.
Audit Trail
Session CompletedFeb 10, 2026, 12:56 PM
Signer CompletedFeb 10, 2026, 12:56 PM • john.doe@gmail.com
Field SignedFeb 10, 2026, 12:56 PM • john.doe@gmail.comIP: 84.172.196.194 • Berlin, State of Berlin, Germany
Field SignedFeb 10, 2026, 12:56 PM • john.doe@gmail.comIP: 84.172.196.194 • Berlin, State of Berlin, Germany
Consent GivenFeb 10, 2026, 12:55 PM (Europe/Berlin) • john.doe@gmail.comIP: 84.172.196.194 • Berlin, State of Berlin, Germany
Document ViewedFeb 10, 2026, 12:56 PM • john.doe@gmail.comIP: 84.172.196.194 • Berlin, State of Berlin, Germany

Every document you send, kept in one place

Every finished copy and its history, not scattered across inboxes and drives.

Finished copies, stored

Every generated document is saved where it belongs, and signed agreements carry their Certificate of Completion.

The proof travels with it

Who signed, when, from where, and from what device. The full audit trail stays attached to the document for good.

Status you can see

Generated, sent, viewed, signed, or declined. Know where every document stands without asking anyone.

Automate & sign any document

The documents our customers automate and sign daily

Invoices

Reports

Certificates

Certificates

Contracts

Sales Contract Document

Legal

Legal Document

Estimates

Estimates Document

Strong reasons for choosing DocsAutomator

Your data stays where it is, nothing to migrate. Your team triggers it, or your AI agents do.

DocsAutomator natively integrates with your favorite apps

Native integrations for the platforms our customers use most. Missing one? Send us a message.

Fast document generation

Generate documents blazingly fast - independent of length and content.

Unlimited pages

Need to dynamically produce a 200-page report? DocsAutomator allows for documents of any length.

Dynamic Sections

Easily generate documents with fully customizable sections that adapt to different use cases.

Dynamic Line Items

Handle invoices, reports, and any kind of itemized lists effortlessly with dynamic line items including nested data.

Learn more
Decorative background
E-signatures feature

DocsAutomator eSign

Collect legally binding e-signatures on your generated documents.

Learn more
New

AI data mapping

Map or generate sample data in seconds with the help of AI.

Learn more

Preview mode

Unlimited previews until you're happy - no wasted credits on testing.

Hide & style values conditionally

Generate complex documents effortlessly by hiding or styling values conditionally.

Learn more

Dynamic images

Add automatically pre-processed and converted images dynamically to your documents

Learn more

Automated Emails

Send generated documents via email automatically to your recipients.

Save PDFs to Google Drive or OneDrive

Store and organize your generated PDFs directly in Google Drive or OneDrive.

Merge Existing PDFs

Combine multiple PDFs into one seamlessly within DocsAutomator.

Keep an editable Google Doc or Word file

Automation meets human touch. Continue editing your generated documents in Google Docs or Microsoft Word.

Learn more

Build templates in the tools you already know

Google Docs
Google Docs
Microsoft Word
Microsoft Word
No new software to learn. Build your templates in Google Docs or Microsoft Word, the editor your team already uses, or upload a PDF to overlay your data onto an existing design.
Document template built in Google Docs and Microsoft Word

Start with our free pre-built templates

To make the start easy, we've created a variety of templates for the most common use cases.

Discover all of our pre-built templates:

View full Template Gallery

What customers are saying about us

Read what hundreds of happy customers are saying about DocsAutomator.

Before I discovered Docsautomator, generating reports from Airtable was a time-consuming task that drained both my time and energy. However, Docsautomator changed everything and made the process feel effortless.

Kuladej Lertkachonsuk
Kuladej Lertkachonsuk

We have been using Airtable for a few years now and it has become our one source of truth. DocsAutomator has made this work for us by providing us with the ability to create documents in seconds instead of minutes or even hours. Game changer.

Jorge Peña
Jorge Peña
SVP, Delivery Operations, ZAGA.

We're a leading Glide Agency who use DocsAutomator to provide our clients with stunning PDFs straight from their data. The platform is fast, solid and intuitive to use. And the support from Rupert is second to none. Highly recommended.

Mark Brooks
Mark Brooks
Co-Founder, V88

DocsAutomator is a great service & I've been using it for around 6-months now. Automating document creation is quick, simple & highly effective, for both myself & for my clients.

Vivek Kuvelker
Vivek Kuvelker

I've been a Glide developer for a few years now and have a handful of clients that are going to benefit so much with regards to saving a huge amount of time with invoicing and quoting. A big thanks to you and your team mate!

Mitch Francis
Mitch Francis

DocsAutomator have helped me creating super complex documents which I had no clue how to create these with other tools as Zapier or Make.com. I have never been helped so quickly. I'm currently recommending this tool to all of my friends.

Stefan
Stefan

I've been using DocsAutomator in my workflow for quite some time now, and I must say it has truly been a game-changer. This remarkable program effortlessly streamlines the process of generating various documents [...]

Emma Sutton
Emma Sutton

Docsautomator is a gamechanger in No Code PDF creation with Airtable, Glide or through API (which through Zapier or Make opens it up for any application).

Nathan Noëth
Nathan Noëth
Founder, House Raccoon

I have to write 20 analysis reports about start-ups per year. It took me up to one week for the 40 pages. With the new airtable AI fields, combined with DocsAutomator, I'm down at around 6 hours of work per report and saved me almost 700h per year.

Christoph Bernhard
Christoph Bernhard

Wanna read more customer voices?

View all testimonials

Any team, any use case

DocsAutomator is the perfect match for any team in any industry.

  • Accounting & Tax
  • Construction
  • Consulting
  • Education
  • Financial Services
  • Healthcare
  • Legal
  • Manufacturing
  • Marketing
  • Real Estate
  • Sales
  • Software Development
  • Technology
  • Human Resources
  • Logistics & Transportation
  • Retail & E-commerce
  • Non-Profit Organizations
  • Hospitality
  • Telecommunications
  • Government & Public Sector
  • Invoicing
  • Financial Reports
  • Contracts
  • Proposals
  • Employee Onboarding Documents
  • Client Agreements
  • Compliance Documents
  • Meeting Minutes
  • Project Management Reports
  • Marketing Materials
  • Customer Service Responses
  • Order Confirmations
  • Purchase Orders
  • Sales Reports
  • Legal Documents
  • Expense Reports
  • HR Policies and Procedures
  • Training Manuals
  • Insurance Claims
  • Audit Reports

Start automating & signing in minutes!

Unlimited testing, no credit card required. See pricing for details.