Templated document generation automation block

AUTOMATION BLOCK

How it works

For automations

Use the “Create from scratch” automation builder to select the relevant trigger, then paste “Templated document generation” into the “Then” section:

Then fill out the various fields:

Here is a worked example of exporting to Word document and PDF:

For workflows

Create workflows and for the action, select the “Templated document generation” automation block as the action.