DocsAutomator lets you generate PDFs based on your data. With this tool, you can create personalized and visually appealing documents by merging your data with prebuilt templates.
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In Glide, click the Settings icon in the upper-right corner.
Navigate to the Integrations tab and then select DocsAutomator.
Click the Add to app button.
From your DocsAutomator account, retrieve your API key from the Settings menu.
In Glide, enter this key into the API Key field under your DocsAutomator integration settings, along with the email address that you use to login to DocsAutomator.
Generate Document
The DocsAutomator Integration has one feature: Generate Document.
The action can be added to a Component that supports Actions (e.g., a Button component), added to an action sequence in the Action Editor.
Click on the plus (+) sign in the Components panel to add a new component that supports actions, or select an existing component to add an action.
In the General tab on the right side of the Layout Editor, navigate to the Actions section and search for Generate document or navigate to Integrations → DocsAutomator -> Generate document.
Select the icon and title for your action.
Add your DocsAutomator Template ID. This can be found in the URL on the DocsAutomator website: app.docsautomator.co/templates/[Template ID]
Specify a Filename or replace placeholders in your template with Data from Glide.
When the PDF is ready, a link to it will be stored in the field you specify as the File output.
Add conditions to the action, if desired. These will limit when the action is allowed to trigger.
Click away from the configuration menu. Your settings will save automatically.
Use Cases
DocsAutomator allows you to generate documents directly from your app. Here are a few ways businesses are leveraging DocsAutomator:
Contract Creation: Automatically generate contracts for clients based on terms agreed upon within the app.
Inventory Reports: Generate inventory or stock reports based on real-time app data.
Customized Marketing Material: Create personalized marketing brochures or flyers based on user preferences or past orders.
Example: Automated Invoice Generation
SwiftCourier, a reputable delivery service, prides itself on its prompt and efficient operations. However, as their customer base expanded, so did their administrative workload. One such task was creating invoices for each delivery order. Manual generation proved not only tedious but also prone to errors.
This is where the DocsAutomator integration came into play.
Setting Up Automated Invoice Generation
After integrating DocsAutomator with Glide, SwiftCourier created a Google Doc to serve as the template for their invoices. This template includes placeholders for the invoice details:
Customer Name
Delivery Address
List of Items
Total Cost
Date of Delivery
Generating the Invoices
Within the back office app, whenever a customer places an order, a button labeled "Confirm Order" appears. Clicking this button triggers a sequence of actions to finalize order acceptance.
The initial action involves DocsAutomator's "Generate Document" feature to produce the invoice. This action uses the invoice Google Doc template, populating it with order details and generating a unique invoice for that specific order.
Distributing the Invoices
Once generated, the invoice is automatically emailed to the customer. This gives the customer a record of their order and confirmation of its acceptance.
The Outcomes
Not only did the new workflow eliminate human error in invoice creation, but it also ensured customers received prompt and accurate billing information.
SwiftCourier streamlined an important step in their business operations, heightening customer satisfaction and operational efficiency.
To learn more generally about Integrations in Glide, including how they affect your app’s usage, check out our Introduction to Integrations.