docsautomator

n8n node for DocsAutomator

Package Information

Downloads: 31 weekly / 160 monthly
Latest Version: 1.4.0
Author: Rupert Hoffschmidt-McDonnell

Available Nodes

DocsAutomator icon
DocsAutomator
Create and manage documents with DocsAutomator

Documentation

n8n-nodes-docsautomator

This is an n8n community node for DocsAutomator, a powerful document automation tool. It allows you to create documents, manage automations, and access various DocsAutomator features directly from your n8n workflows.

n8n is a fair-code licensed workflow automation platform.

Installation
Operations
Credentials
Usage
Resources

Installation

Follow the installation guide in the n8n community nodes documentation.

Operations

The DocsAutomator node supports the following resources and operations:

Automation

Manage your DocsAutomator automations:

Operation Description
Get Many List all automations in your workspace
Get Get a single automation by ID
Create Create a new automation
Update Update an existing automation
Delete Delete an automation
Duplicate Create a copy of an automation

Document

Create documents using your automations:

Operation Description
Create Generate a document from an automation with placeholder data

Placeholder

Discover placeholders in your templates:

Operation Description
List List placeholders for an automation (structured format with line item grouping)

Template

Manage Google Doc templates:

Operation Description
Duplicate Google Doc Create a copy of a Google Doc template

Credentials

This node requires DocsAutomator API credentials:

  1. Log in to your DocsAutomator account.
  2. Navigate to your workspace settings > API Key.
  3. Copy the API key.
  4. In n8n, create new "DocsAutomator API" credentials and paste your API key into the provided field.

Usage

Creating Documents

  1. Add the DocsAutomator node to your n8n workflow.
  2. Set up Credentials: Select your configured DocsAutomator API credentials.
  3. Select Resource: Choose "Document" and operation "Create".
  4. Select an Automation: Choose from the dropdown (only API/n8n automations are shown).
  5. Map Placeholder Values: Fill in values for each placeholder in your template.
  6. Configure Line Items (Optional): Add line item data as JSON arrays.
  7. Set Processing Options:
    • Preview Mode: Generate a preview instead of the final document.
    • Async Processing: Return immediately with a jobId for tracking.

Managing Automations

Use the Automation resource to programmatically manage your automations:

Automation > Get Many    → List all automations
Automation > Create      → Create new automation with title and data source
Automation > Update      → Modify settings like locale, PDF expiration, template link, etc.
Automation > Duplicate   → Clone an existing automation
Automation > Delete      → Remove an automation

Discovering Placeholders

Before creating documents, you can discover what placeholders are available:

Placeholder > List → Returns structured placeholder data:
{
  "placeholders": {
    "main": ["customer_name", "invoice_number"],
    "line_items_1": ["item_name", "quantity", "price"]
  }
}

Example: Invoice Generation with Line Items

  1. Select: Document > Create
  2. Automation: Choose "Invoice Generation"
  3. Placeholder Values:
    • customer_name: {{ $json.customer.fullName }}
    • invoice_number: {{ $json.invoiceDetails.id }}
    • invoice_date: {{ $now.toFormat('yyyy-MM-dd') }}
  4. Line Items:
    • Type: "Line Items 1"
    • JSON:
      [
  {
    "item_description": "Widget A",
    "item_quantity": 2,
    "item_unit_price": 10.00
  },
  {
    "item_description": "Widget B",
    "item_quantity": 1,
    "item_unit_price": 25.50
  }
]

Tips for Success

  • JSON Structure for Line Items: Ensure valid JSON array of objects matching your template placeholders.
  • Use n8n Expressions: Dynamically map data from previous nodes.
  • Error Handling: Use "Continue On Fail" or error workflows.

Resources

Discussion