Automate the manual work in Documentero

FullSpec maps how Documentero fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

Documentero by the numbers

Insights from real process mapping sessions that involve Documentero.

No processes mapped yet using Documentero. Map a process that uses Documentero to see automation data here.

Map a Documentero automation

Top 5 Documentero friction points when done manually

1

Manually assembling Documentero template outputs

You generate individual Documentero documents but have to manually copy sections between them to create the final report your client needs.

78% report this

2

Fixing formatting after Documentero exports

Documentero produces the content correctly but you spend time reformatting tables, spacing, and page breaks in Word or PDF before sending to stakeholders.

71% report this

3

Updating Documentero templates across multiple projects

When a client requests a change to their standard report format, you manually update the Documentero template and regenerate documents for all active projects.

62% report this

4

Tracking which Documentero versions clients approved

You lose track of which version of a Documentero report each client signed off on, forcing you to search through emails and folders to find the approved baseline.

51% report this

5

Manually pulling data for Documentero inputs

You gather numbers and details from spreadsheets and other systems, then type them into Documentero fields instead of having data flow in automatically.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Documentero

Browse popular Documentero automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Create and send Documentero documents for new Typeform entries

Typeform + Documentero

Create and send PDF documents as email attachment in Documentero for new form responses in Google Forms

Google Forms + Documentero

Create and send PDF documents as email attachment in Documentero for new Google Sheets rows

Google Sheets + Documentero

Create documents and send as attachments in Documentero for new Typeform entries

Typeform + Documentero

Creates documents and send as attachments in Documentero for new Jotform submissions

Jotform + Documentero

Creates documents and send as attachments in Documentero when new Airtable records are updated

Airtable + Documentero

Tools commonly connected to Documentero

Most automations involve more than one tool. These are the ones that show up most often alongside Documentero.

Google Calendar

Documentero Automation questions

Ready to automate your work in Documentero?

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