Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.docinject.com/llms.txt

Use this file to discover all available pages before exploring further.

The Automation Assistant helps you connect DocInject documents to the workflow tools your team already uses. Describe what you want to automate and the assistant generates a complete, platform-specific recipe you can copy directly into your automation tool.

​
Supported platforms

  • Gumloop
  • Make
  • n8n
  • Pipedream
  • Zapier
  • Other (generic HTTP / custom)

​
How to use it

1

Open the Automation Assistant

Click Build an automation from the Dashboard. The assistant opens as a panel.
2

Select a document (optional)

Choose the SOP, playbook, or guide you want to automate around. The assistant uses the document’s title, department, and content to tailor the recipe. Select Skip if you want a general automation not tied to a specific document.
3

Select a department (optional)

If your organization has departments configured, choose the relevant one. Select Skip to continue without a department filter.
4

Choose your automation platform

Select the platform you’re building on. This determines the syntax and structure of the generated recipe.
5

Describe your automation

Type what you want to automate in the chat. The assistant may ask one or two focused questions to clarify the outcome. Once it has enough context, it generates a complete recipe.
6

Copy the recipe

When the recipe appears in the Your automation recipe panel, click Copy and paste it into your automation tool.

​
What the assistant generates

The assistant produces a step-by-step recipe written in the native vocabulary of your chosen platform — using the correct module names, field references, and variable syntax for that tool. For webhook-based automations, it includes the signature verification step using your webhook secret, because DocInject requires signature verification before processing any event.
Set up a webhook in Settings → Webhooks before using the assistant for event-driven automations. The assistant will reference the X-DocInject-Signature header and prompt you to enter your webhook secret when configuring the recipe.

​
Example automations

Set up a document.published webhook, then use the assistant with your Slack workspace as the goal. The recipe will trigger on the webhook, verify the signature, extract the document title and URL from the payload, and post a formatted message to a channel of your choice.
Select your onboarding SOP, choose the document.revised event, and describe the downstream action (for example, reassigning tasks in your project tool or sending an email to new hires). The recipe references data.previous_version_id so you can compare versions.
If you can’t use webhooks, describe a polling automation and the assistant will generate a scheduled recipe that calls GET /api/v1/organizations/{org_slug}/inbox with your API key and upserts the results into your target system.

​
Reset and start over

Click Change in the context bar at the top of the chat to reset your document, department, and platform selections and start a new automation from the beginning.