Automate the manual work in Documently

FullSpec maps how Documently 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.

Documently by the numbers

Insights from real process mapping sessions that involve Documently.

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

Map a Documently automation

Top 5 Documently friction points when done manually

1

Rebuilding Documently templates after changes

When client requirements shift, you manually recreate entire Documently templates instead of updating a single source version.

78% report this

2

Copying data into Documently repeatedly

You manually enter the same client information into Documently for each new document instead of pulling it from your existing systems.

71% report this

3

Tracking Documently document versions manually

You lose track of which Documently version is current when multiple team members edit documents, leading to outdated versions being sent.

62% report this

4

Formatting inconsistencies across Documently files

Different team members create Documently documents with varying fonts, spacing, and branding, requiring you to standardize them before sending.

51% report this

5

Exporting and renaming Documently outputs

You manually download each Documently document and rename it with client names and dates before filing or distributing.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Documently

Browse popular Documently 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 HubSpot contacts from new logins in Documently

Hubspot + Documently

Upload new Documently checklist files to Amazon S3

Amazon S3 + Documently

Upload new Documently checklists to Dropbox

Dropbox + Documently

Upload new Documently checklists to OneDrive

Onedrive + Documently

Upload newly approved Documently checklists to Amazon S3

Amazon S3 + Documently

Upload newly approved Documently checklists to Dropbox

Dropbox + Documently

Tools commonly connected to Documently

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

Google Calendar

Documently Automation questions

Ready to automate your work in Documently?

Tell FullSpec which Documently task eats the most time. We'll help you map it, scope it, and create your free build plan.