Beyond-Bot.ai + Docsautomator

Automate your documents using Google Docs in minutes. Create, manage, and generate documents from templates with the DocsAutomator API.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Docsautomator.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Docsautomator.

Trigger Workflows

Start automated workflows in Docsautomator based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Docsautomator.

Create Automation

Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.

Delete Automation

Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.

Duplicate Automation

Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.

Get Automation Details

Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.

Get Queue Statistics

Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.

List Automations

Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.

List Signing Sessions

Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.

Send Test Email

Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.

Update Automation

Tool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, locale settings, or activation status.