Welcome to Day 4 of the Noloco Launch Week.
Each day this week we have announced something new on Noloco., and today is no different, today’s theme is Document Automation.
Generate Documents in Seconds
We’ve added a very powerful new workflow action to Noloco, a direct integration with DocsAutomator. DocsAutomator lets you turn your Noloco data Into PDF — using Google Docs.
This new workflow action lets you effortlessly generate documents using Google Docs templates, leveraging data from Noloco Tables, Airtable, SmartSuite, Postgres, or any other data source supported by Noloco.
Straightforward Setup
- In your workflow, add the ‘Generate a document with DocsAutomator’ action.
- Enter your DocsAutomator API Key.
- Select the DocsAutomator automation you wish to use.
- Define the values for your placeholders, combining dynamic and static values as needed.
- Decide on the next steps: save the new document to your records, save the file URL, or attach it to an email.
Highlights
Let’s take a look at some of the best features of this new integrations:
- On-demand or automated document generation based on record updates or creation.
- Customizable file names.
- A flexible mix of dynamic and static values for document placeholders.
- Support for prefilled line items, such as invoice details.
DocsAutomator and Noloco in action
- Automatically generate and email contracts when a new customer contract record is created.
- Create invoices, including detailed line items, when a new payment is due.
- Generate shipping labels, or delivery instructions for field workers that need to access information on the go
This new integration is ready to use in Noloco today, get started by adding it to one of your workflows, and let us know what you think.
