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Generate and manage Google Docs documents from templates during your calls.

Connect DocsAutomator and your agent can work with your document automations while it talks to a caller. It can look up the automations you already run, check the details of a specific template setup, and report on your document generation queue so callers get accurate status. Your agent can also check on signing sessions, so a caller asking whether a contract was signed gets a real answer. Connect DocsAutomator with your own credentials from the tool's settings, and your agent works inside your DocsAutomator workspace.

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What your agent can do with Docsautomator

  • Look up your existing document automations and their configuration during a call
  • Check the status of document generation and report queue health to callers
  • Find signing sessions by status or signer email and tell callers where a document stands
  • Duplicate or remove an automation when you ask your agent to, after confirmation

Docsautomator exposes 9 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Caller asks if their signed agreement is ready

  1. Caller

    Hi, I signed the service agreement last week. Did it go through on your end?

  2. Agent

    Let me check. Can I have the email address you signed with?

  3. Caller

    It's dana.morales@brightlane.co.

  4. Agent

    Thanks, Dana. I can see your signing session from Tuesday, and it shows as completed. Your signed copy was sent to that address. Do you need anything else?

Client asks about document processing delays

  1. Caller

    I requested my invoice PDF about an hour ago and it hasn't arrived. Is something wrong?

  2. Agent

    I'm checking the document queue now. There's a short backlog right now, so your invoice is still in progress.

  3. Caller

    How long will it take?

  4. Agent

    The queue is clearing normally, so it should be ready within about ten minutes. I'm sorry for the wait. Would you like me to text you when it's done?

Staff member asks to set up a new template

  1. Caller

    We need a new welcome letter automation for our January onboarding group.

  2. Agent

    Sure. Which automation should I base it on? I can duplicate your existing welcome letter setup.

  3. Caller

    Yes, duplicate the welcome letter and call it January onboarding.

  4. Agent

    Done. I've made a copy titled Welcome Letter COPY. Do you want me to rename it to January onboarding for you?

How to connect Docsautomator

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Docsautomator

    From Integrations in the dashboard, choose Docsautomator and enter the connection details from your Docsautomator account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Docsautomator actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after?

Both. Your agent can look up automations, queue status and signing sessions while the caller is on the line. It can also act after a call, such as checking a session later when you ask.

What do I need to connect DocsAutomator?

You need a DocsAutomator account. Sign in to the AgentCalls dashboard, open Tools, choose DocsAutomator, and connect it with the credentials from your DocsAutomator settings.

Which AgentCalls plan includes this integration?

Integrations are included from the Growth plan. Lower plans can upgrade from the billing page at any time.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Docsautomator.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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