A few powerful features have been added to DocsAutomator:

Instead of editing your templates in a separate window, templates are now embedded in DocsAutomator's interface. In addition, you will find helpers making it easier to add placeholders / line items with the right syntax.

All data sources now have a preview feature in DocsAutomator's interface. In addition, you can generate sample data with AI (available for Glide, Noloco, Zapier and API).

If you are grouping line items, you can now manually set the order of groups.

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You can now add auto row numbers to line items which will add an extra column with the row number to your line item table rows.

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When grouping is enabled, a row with column calculations can now be added at the end of every group. Calculations include sums, averages, min, max and medians. Formatting is detected automatically.

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DocsAutomator now gives you the option to hide the column that contains the grouping key.

Full update on YouTube:

DocsAutomator now allows you to save generated PDFs automatically in Google Drive. You enable this setting at the end of your automations in a new area called "Actions After Document Generation". To learn more, click on the link below.

DocsAutomator now allows you to group line items according to values for a certain line item placeholder. In the example below, you see a group for every task status. DocsAutomator automatically adds a "header row" for every group and you have various options to style that header row. Click on the link below to learn more (incl. video demo).

You can now create Zaps straight from the DocsAutomator interface. If you select Zapier as your data source, you will find Zapier embedded at the end of the page under "Set up Document Creation":

DocsAutomator now integrates with Zapier and the integration includes all(!) of DocsAutomator's features. To get started, head over to DocsAutomator's (brand new) knowledge base! You will find two videos there: A "getting started" video + an advanced video for adding line items and images via Zapier.

You can now login to DocsAutomator with email and password. If you have signed up with your Google account, go through the "forgot your password?" flow to create a password for the first time. You are then able to share your credentials with others.

DocsAutomator's knowledge base has been rebuilt from the ground up! It features a lot more articles + in-depth guides and will be expanded over the next weeks and months!

As part of DocsAutomator v3, line items have been simplified significantly. Adding multiple line items is a lot easier now, especially from Glide and via API. Please see the Glide show case below:

Whenever you open an automation or refresh your Google Doc template, DocsAutomator now runs a test to detect any problems with your template.

You can now preview any Airtable record by adding the record id in the preview area. Previously, only a list of 20 random records was available (still is if you click on "List"), which was limiting for large datasets.

The dashboard now has a search bar to find automations more easily.

Creating documents via Webhook (relevant for Airtable and ClickUp at the moment) is back in its original form. You'll find it at the end of your Airtable / ClickUp automations in the "Set up Document Creation" section. There is a slight change in that the document now renders in the opening window after it's created. You can safely close the window though and not wait for its completion.

Please watch the following video from its original release last year to learn more about it: https://youtu.be/4-d0gm8ZjIY?si=7Ml_t_heFXIJs69C

DocsAutomator v3 is a completely new & much improved version of DocsAutomator. This blog post describes all updates & changes:

DocsAutomator has improved with a new integration (Noloco), a new run history feature 🏃‍♂️🕒, new options to fine-tune the quality and size of images 🖼️ and a few bug fixes 🐛.

Please find all updates below!

DocsAutomator now natively integrates with Noloco. Noloco is a no-code platform for teams to create internal tools on top of their data in PostgreSQL, MySQL, Airtable & Google Sheets.

The integration is super well done (shoutout to Darragh Mc Kay, Matt Harrison and the team) and makes document creation a breeze. Check it out! Demo: https://youtu.be/s_4gCjS5aPQ?si=RotoAfTSzUoM6zCE

Paid accounts now have access to a log of all document creation attempts, including errors and corresponding error messages.

This makes debugging a lot easier, especially for Glide, Noloco and other API integrations.

Please note that logging only started March 1, 2024. DocsAutomator only logs what's necessary for display and debugging purposes. Values for placeholders are never logged and the retention period is 1 year.

You can now set the image quality and maximum width for your images globally in your automation settings. Following last week's announcement of the new automatic image conversion, compression and resizing feature, this gives you more control over how images are displayed in your documents and helps you optimize the file size of generated documents.

The quality setting defines the compression level from "low" to "best. The max. width defines how much images are scaled down. As an example: if an image passed is 4000 x 4000px, it would then be scaled down to 600 x 600px. Images smaller than 600px in width are not upscaled.

DocsAutomator now includes automatic image resizing, compression, and conversion. This update is designed to simplify your document preparation process by ensuring images meet DocsAutomator’s requirements without any manual adjustments or preprocessing.

Features at a Glance:

All these adjustments happen automatically in the background with every request, in order to adhere to DocsAutomator's 10MB export file size limit.

Besides minor bug fixes, there have been three bigger updates: