Automatically generate a document based on a date trigger

DocuGen allows you to automatically generate a document based on a date trigger. For example, you might want to automatically generate a report or invoice for your client at the end of the month.

Before adding a DocuGen integration, make sure you have a DocuGen view added to the board. If you try to add a DocuGen integration on a board that does not have any DocuGen views, you will get an error.

Go to the board’s integrations and select “When date arrives, generate document, using settings from view name“.

When” allows you to select a specific time for document generation

date” allows you to select the date column that will trigger the automatic document generation

The view “name” allows you to specify which DocuGen Settings to use when generating the document

You should enter the exact name of the DocuGen view:

Once you are done, the integration should look similar to this:

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