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Automate the manual work in Documenterra

FullSpec maps how Documenterra 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.

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Documenterra by the numbers

Insights from real process mapping sessions that involve Documenterra.

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

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Top 5 Documenterra friction points when done manually

1

Manually syncing Documenterra across teams

When project updates happen in Documenterra, you have to manually notify team members and copy information into emails or chat because Documenterra doesn't push notifications automatically.

78% report this
2

Recreating Documenterra reports by hand

You spend hours pulling data from Documenterra and reformatting it into spreadsheets or presentations for stakeholders instead of generating reports directly from the platform.

71% report this
3

Hunting for outdated Documenterra versions

Multiple versions of the same Documenterra project exist across email and shared drives, and you have to manually track which one is current before making decisions.

62% report this
4

Copying Documenterra tasks between projects

When you need to reuse templates or recurring tasks in Documenterra, you manually recreate them instead of cloning or importing them from previous projects.

51% report this
5

Reconciling Documenterra with external systems

You manually match Documenterra project data against your accounting software, CRM, or other tools because they don't talk to each other automatically.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Documenterra

Browse popular Documenterra 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.

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Documenterra logoServicenow logo
Documenterra logoSlack logo
Documenterra logoMicrosoft Teams logo
Documenterra logoSlack logo
Documenterra logoSlack logo

Tools commonly connected to Documenterra

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

Slack logoSlackServicenow logoServicenowMicrosoft Teams logoMicrosoft TeamsGmail logoGmailGoogle Sheets logoGoogle SheetsGoogle Calendar logoGoogle CalendarGoogle Drive logoGoogle DriveHubSpot logoHubSpotSalesforce logoSalesforceTrello logoTrelloAsana logoAsanaNotion logoNotion

Documenterra Automation questions

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