Automations

Use our pre-made automation recipes to create docs on auto-pilot

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DocExport documents can be automatically generated based on a button click, a date/time period or a status change. This way you can, e.g. create a document monthly / weekly/ daily without any manual work.

Create document 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", as soon as you are happy with your result.

3. Now define all the actions you want to trigger through automation, e.g. send document via email or save it to a file column. For a detailed explanations on 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. "Create NDA" or "Send invoice".

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

Set up an automation

1. Click on integrate (next to "Automate").

2. Search for "DocExport" and select it.

3. You will find four 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 by choice also send via email).

1) Board recipe: Time period

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

2) Item recipe: Status integration

Example: Changing the Status to Done, creates a new document based on the DocExport recipe "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". In order 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.