Automations

Use automations to generate PDFs on auto-pilot

DocExport documents can be automatically generated based on a button click, a date/time period or a status change. You can use our pre-made automation templates, use the monday automation builder or the DocExport Action block in the monday workflow builder.

Create a template and define actions

Create a PDF document and define which actions you want to use in your automation.

1. Open the "DocExport" view and create a document.

2. Click on "Actions/Automations" once you're happy with the result.

3. Now define all the actions you want to trigger through automation, e.g. send a document via email or save it to a file column. For a detailed explanation of all available actions, please take a look here. We recommend specifying a name so that you can easily identify it later when creating the automation, e.g. "Invoice Template A" or "Risk Assessment".

4. Once you have defined all the actions, click on the blue "Setup automation" button.

Set up a pre-made automation

1. In your monday board, click on Automate

2. Search for DocExport and select it.

3. You will find five different automation recipes: 1 Board Recipe and 4 Item Recipes. Select the recipe that suits your use case and fill in the parameters. The DocExport recipe you just defined in your Actions will be shown in the dropdown.

4. Add the integration to your board. All done. If you now change the status/click a specific button or a certain date is reached, a document will automatically be created (and optionally sent via email).

1) Board recipe: Time period

Example: Every Friday create a board document using DocExport template "Weekly Status Report".

2) Item recipe: Status integration

Example: Changing the Status to Done, creates a new document based on the DocExport template "Project Status Report".

3) Item recipe: Button integration

Example: Clicking on the button Generate PDF, creates a new document based on the DocExport recipe "Portfolio Report". To use the button integration, you need a column that contains a button. You can also create a new one on the fly while adding the integration.

4) Item recipe: Date integration

Example: 1 day after the timeline end date is reached, create a new document based on the DocExport recipe "ProjectReport".

5) Item recipe: When item is created

Example: As soon as you add an item to your board, a new document based on your DocExport recipe is created.

Create monday automation from scratch

You can use the DocExport template in the monday automation builder. This allows more complex automations with multiple conditions.

1. In your monday board, click on Automate

2. Click Create and Create from scratch

3. Search for DocExport in the action section

DocExport in monday workflows

You can add DocExport as monday workflow action. This allows more complex automations and also multiple templates depending on different conditions.

1. In your monday workflow builder, search for DocExport

2. Select Generate DocExport Document

3. Select your DocExport template from the dropdown

Limitations

When generating documents for many items at once, the following limits apply per run:

• Saving to a file column: up to 200 documents at once — for more, please generate in batches of 200.

• Downloading from the board view (no file column): up to 500 documents in one go.

Found a bug or hit another limit? Contact us — we're happy to help.