We've rolled out a batch of updates to — designed to make your document automation smoother & smarter. Here's what's new:

Automatically generate documents for new rows in your selected Google Sheet—no scripts, no buttons, 100% automated.

🎥 Watch the demo (Google Forms to PDF workflow)

📘 Read more in our knowledge base

Enable Markdown for any placeholder via the placeholder options. DocsAutomator will format the content accordingly—headers, bold, italics, lists, links, and more!

📘 See how it works

You can now fine-tune auto number columns with options for:

📘 Learn more

When setting up document workflows for Airtable, you can now:

📘 View the guide

Entire areas of documents can now be displayed conditionally. It's likely the most powerful feature added to DocsAutomator after line items! 🎉 🤩

If you're interested, check out the following demo:

DocsAutomator now also gives you the ability to hide passed values from your documents. This is helpful for using values as conditions for sections, but without actually showing those values in your documents. This feature can also be used for passing email addresses in order to send documents to those addresses without displaying them in generated documents.

DocsAutomator now lets you automatically send personalized emails after document generations. Recipients, subject and email content can be specified dynamically based on your placeholder values.

You can now merge existing PDFs with your generated documents, either by appending them or prepending them. Currently available only for Airtable, Google Sheets, ClickUp, and API integrations.

Map your data in seconds with DocsAutomator's data mapping with AI. Only available for Airtable, Google Sheets and ClickUp (for integrations where data mapping occurs in DocsAutomator's interface).

Quick recap of Tuesday's announcement: DocsAutomator now integrates with Google Sheets! The best way to learn about it is the 5-minute video below or the knowledge base.

DocsAutomator now has an extension in Airtable's app marketplace. You can now generate documents directly from Airtable extensions without adding a script. In addition, you can generate documents for an entire view (allowing you to easily generate multiple documents at once).

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.

🔢

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.

🧮

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.

🫣

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: