Automations
Use our pre-made automation recipes to create docs on auto-pilot
Last updated
Use our pre-made automation recipes to create docs on auto-pilot
Last updated
DocExport documents can be automatically generated based on a button click, a date or a status change.
Create a DocExport recipe for a board or single item
Follow the step-by-step assistant for generating a document.
In step 3 you can save all settings as a DocExport recipe in order to reuse them again in an automation/integration. For a single item you have to save the settings as a recipe. Please specify a name for the recipe so that you can easily identify it later when creating the automation, e.g. "Create NDA" or "Send invoice".
Click on integrate (next to "Automate").
Search for "DocExport" and select it.
You will find three different automation recipes. Select one recipe that suits your use case and fill in the parameters.
Example: Changing the Status to Signed, creates a new document based on the DocExport recipe "NDA".
Example: Clicking on the button Generate PDF, creates a new document based on the DocExport recipe "NDA".
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.
Example: 1 day after the timeline end date is reached, create a new document based on the DocExport recipe "ProjectReport".
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.
