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When an AI app creates things in DocuRise through MCP, a form or post it creates is published and live at once, while an email automation it creates sends nothing. You finish the job yourself: read what it made, change or switch off the form if you need to, then turn the automation on. This page walks through that for the most common request: “Collect emails with a form and send each person a welcome email.”
This needs a connection with read and write access (see What you approve). Automations are not included in every plan; if yours doesn’t include them, the app is told so and creates nothing.

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What the AI app gives you back

After it creates the form (docurise_create_document) and the automation (docurise_create_automation_draft), the app should show you two links: The app cannot turn the automation on for you; only you can, on that page. It should say so, give you the links as they are, go through the steps in order, and explain what will happen once the automation is on: when messages go out, to whom, and what you can switch off again. If it only says the automation is “created” or “live”, ask it for the links and the steps. The links always point to your own account and need you to be signed in.

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Do it in this order

1

Open the form link and check the form

Read the title, the description, the fields it asks for (the email is always asked) and any extra questions. Change anything you don’t like.Look closely at the marketing consent checkbox. The automation emails only contacts who have given marketing consent, and ticking this box is how a new contact gives it (more on that below). If the AI app left the label empty, DocuRise shows its standard sentence in the visitor’s language, for example “Be the first to get updates from (your name).” in English. Set your own wording if you prefer.
2

Make sure the form is on

The AI app published the form, so it is already open to visitors and counts toward your plan’s document limit. Check that its switch at the top of the page is on: while it is off, nobody can open or submit the form, so the automation has nothing to react to. The page’s Preview button also shows a “not found” page while the form is off.
3

Open the automation link and check the email

You’ll see the trigger (a submission of that form), how long it waits, the subject and the body. Read the email as your visitors will. The AI app wrote it as plain text, so add a button, an image or formatting here if you want them. Variables such as the recipient’s name are filled in for each person when it is sent, and the standard footer with the unsubscribe link is added automatically.
4

Check the consent setting

The AI app decides Require marketing consent for every automation it creates, and it should tell you which way it went. On is right for a welcome or follow-up email. If the message is transactional (a confirmation, or the delivery of something the person asked for when they submitted the form), the app turns it off. In that case check that the email really is transactional and not promotion: with the setting off it goes to everyone who submits the form, whether or not they agreed to marketing. Contacts who unsubscribed or whose address bounced are never emailed either way. You can change this setting on the automation page before you turn it on.
5

Turn it on

Choose Turn Automation On. From then on the email is sent automatically each time someone submits the form, after the wait you saw. Nothing is sent before this step.

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Who gets the email

The automation emails only contacts who have given marketing consent. Ticking the marketing consent checkbox on the form records that consent. People who submit without ticking it are still saved as leads, but unless they already consented through another form, they don’t get this email. Contacts who unsubscribed, whose address bounced or who were imported without consent are never emailed either. A Kakao automation follows the same rule: it messages only contacts who have given marketing consent and have a phone number saved. A transactional automation (Require marketing consent off) is the exception. It messages everyone who submits the form, whether or not they ticked the checkbox, and the form doesn’t need one. Contacts who unsubscribed or whose address bounced, and people who opted out of Kakao messages, are still skipped. Use it only for a confirmation or the delivery of what the person asked for, never for promotion.
If the form has no marketing consent checkbox and the automation requires marketing consent, new contacts from it have no way to consent, so the automation won’t email them. (Contacts who already consented elsewhere are still emailed.) An AI app should tell you when that is the case. Add the checkbox to the form soon, since people may already be submitting it.

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If the app created a Kakao automation

An AI app can also create the follow-up as a Kakao alimtalk instead of an email. You choose the template. The app should list your approved Kakao templates and ask which one to use; it should not pick for you, even when you only have one. It then suggests a value for each placeholder in it, such as the visitor’s name or a link to the form’s page, and tells you what it used. It cannot write the message text: the wording is the approved template’s. The steps above are the same, with these differences:
  • You review a message, not an email. The automation page shows the template, the value used for each placeholder and a phone preview. To change the wording, pick a different approved template.
  • The form needs a phone number field. A Kakao message goes to a phone number. If the form doesn’t ask for one, people who submit it can’t receive the message unless a phone number is already saved for them, and the app should tell you. Add the phone field to the form.
  • Turning it on needs Kakao credits. Each message that is sent uses some. Creating the draft costs nothing.
  • Marketing consent works as it does for email, as described below.

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If you can’t turn it on

DocuRise checks the automation when you turn it on and tells you what is missing:
  • Add a subject and body before activating. Fill in both in the email.
  • Select a document before activating. The form was deleted or can’t be found. Pick another form.
  • This trigger doesn’t guarantee a value for one of the variables used. Remove the variable the trigger can’t fill, or change the trigger.
  • This feature requires a paid plan. Automations are not included in your plan.
  • A form in Recently deleted can’t trigger an automation. Restore it first.
  • Not enough Kakao credits (Kakao automations). Add credits, then turn it on.
  • The Kakao template can’t be used (Kakao automations). It was paused or rejected since, or your Kakao channel changed. Pick another approved template.
  • A placeholder has no value, or the message is too long (Kakao automations). Fix it on the automation page.

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Limits

A form or post an AI app creates counts toward your plan’s document limit the moment it is created, so when you are at the limit the app is told so and creates nothing. An account can also hold up to 50 automations that are not turned on. When you reach the document limit, the AI app is told to ask you to upgrade your plan or delete a document in the dashboard (Documents). A document that is switched off still counts toward the limit. When you reach the automation limit, it is told to ask you to turn on or delete some automations (Automations).