Automations

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

You're in the Helpcenter for Version 1 of our app! Version 2 is now available with enhanced features and a new user interface. 🎉

Need info on Version 2? Access the Help Center for Version 2

Want to upgrade or find out which version you have? Here´s how!

DocExport documents can be automatically generated based on a button click, a date or a status change.

Create DocExport recipe

Create a DocExport recipe for a board or single item

1. Follow the step-by-step assistant for generating a document.

2. 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".

Add an automation

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

1. Search for "DocExport" and select it.

2. You will find three different automation recipes. Select one recipe that suits your use case and fill in the parameters.

a) Status integration recipe

Example: Changing the Status to Signed, creates a new document based on the DocExport recipe "NDA".

b) Button integration recipe

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.

c) Date integration recipe

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

1. 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.