Which Claude apps does it work in?

In claude.ai, the Claude desktop app, the Claude mobile app and Claude Code. You connect once with your Claude account.

Do I need a server URL or an API key?

No. Claude connects through the DocsAutomator listing in the Claude directory. You click "Connect to Claude" and sign in to DocsAutomator.

How do I use it in Claude Code?

Sign in to Claude Code with the same Claude account (/login). DocsAutomator then shows in /mcp as "claude.ai DocsAutomator", with no extra setup. If you added DocsAutomator to Claude Code by hand before, remove that entry with claude mcp remove docsautomator, because a server added by hand hides the connector.

Does Claude send anything without asking me?

No. Before a document goes out by email, DocsAutomator asks you to confirm the document and every recipient, and nothing is sent until you confirm. The first document of a new automation goes out in test mode: the real email reaches the real person, with a watermark, and it does not count toward your plan. Going live is your decision.

Which workspace does Claude use?

The one you choose when you sign in. If your account belongs to more than one workspace, the sign-in screen shows a workspace picker. To switch, disconnect DocsAutomator in Claude and connect it again.

Can it use my Airtable or Notion records?

Yes. On an automation with Airtable, Notion, Google Sheets, Google Forms, SmartSuite or ClickUp as its source, Claude passes the record, and the record fills the document. Connect those accounts once in the DocsAutomator app under Settings, Integrations. The DocsAutomator tools cannot search your records, so Claude gets the record from you.

Can Claude change my Google Doc template?

No. Claude uses your Google Doc as it is and never creates or edits a Google Doc. It can upload your Word or PDF file, pick a template from the gallery, or design a new Word template with AI and change it on request.

No. The connection is included in every DocsAutomator plan at no extra cost. A document from the chat counts toward your plan like any other document, and a signed or accepted document counts as one document. Test documents are free and do not count.

New: Approvals. Your team approves documents before they go out.Learn more

HomeIntegrationsClaude

Claude documents and signing

Documents and signatures, right in Claude

DocsAutomator is an official connector in the Claude directory. Ask Claude for a contract, quote or invoice, and it fills your template, sends it for signing or acceptance and tells you who has signed.

Test for free Add to Claude

4.9/5 stars on 15+ G2 reviews

Trusted by 1,200+ businesses

for their most critical documents

Add DocsAutomator to Claude

Connect once. It works in claude.ai, the Claude desktop and mobile apps and Claude Code.

1
Open DocsAutomator in the Claude directory. In Claude you can also go to Customize, Connectors, Discover and search for DocsAutomator.
2
Click "Connect to Claude".
3
Sign in to DocsAutomator, choose your workspace if you have more than one, and click "Authorize".
4
Back in Claude, DocsAutomator shows as "Connected" under "Your connectors".

Add to Claude

On a Team or Enterprise plan, an owner adds DocsAutomator for the organization first with "Connect for your team". Members then click "Connect to Claude" and sign in with their own DocsAutomator account.

Read the Claude setup guide

What you can do from the chat

Your AI app fills your template, sends it and tells you who has signed.

Create documents

Name the document and the values in your own words. Claude reads the automation's placeholders and sends the values, and you get the PDF link back.

Signing and acceptance

Name who signs or accepts, with their email. Claude shows you the recipients before it sends, tells you who has signed and sends reminders. Signing and acceptance are included in every paid plan.

E-invoices

When the automation creates e-invoices, a document from the chat is a ZUGFeRD or XRechnung e-invoice too. If the data cannot make a valid e-invoice, nothing is created and the message names each problem.

Set up automations

Claude uses your own template first, then one from the template gallery, and designs a new Word template with AI only when none fits. It also sets up signing, email and where the PDF goes.

Example conversation

One message names the document, the values and the person. All names and amounts are fictional.

You

Make a quote for Lindenhof Bakery: two days of workshop at $1,200 a day, valid until December 15. Send it to Dana Whitfield at dana@lindenhof.example for acceptance.

Claude

I read the quote automation first: it needs the client, the line items and the valid-until date. Here is a preview with a watermark. Nothing has been sent yet. It goes to Dana Whitfield, dana@lindenhof.example, for acceptance. This is the first quote from this setup, so it goes out in test mode. Shall I send it?

You

Yes, send it.

Claude

Sent for acceptance to Dana Whitfield (test mode). Ask me any time whether she has accepted, and I can send her a reminder.

Questions about DocsAutomator in Claude

Using Cursor, VS Code or another AI tool? Connect it to the DocsAutomator MCP server. Read the setup guide

The rules DocsAutomator gives your AI app

Start automating & signing in minutes!

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

Test for free

Customer Voices

Don't take our word for it. Here's what our customers say about us:

I haven't used a ton of them document generators. The built-in one in SmartSuite is painful to use. I've tried to integrate Adobe but sheesh... Then you showed up in Glide and I thought I'd give it a try.

Randall Nichols

I absolutely would recommend DocsAutomator to a colleague, it makes your life easier for your team. The support is awsome too.

Stefano Gualtieri

We absolutely love using DocsAutomator! The service has been a game changer for our company. We're in the process of moving all our document workflows to DocsAutomator. The functionality is spot-on, and it saves us countless hours.

Xaver

I find this tool really great! Very rich, and so easy to use! the parameters are numerous and very well detailed. Preview mode allows you to immediately see our changes.I use Docsautomator for my training institute managed by Airtable.

Fred de Artistepro

I have been using DocAutomator for about 2 weeks now and it is fantastic! Very easy to set up the configuration between Google Docs, Airtable, and DocAutomator.

Jason Wilson

DocsAutomator is everything the Page Designer in Airtbale should have been. It is a powerful automation platform that allows me to pull complex data from Airtable and apply a design that I have full control over!

Dustin