Automatically generate documents using DocuGen integrations

DocuGen allows you to automatically generate documents based on date, status, or a click of a button using integrations.

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 search for “DocuGen”:

Find out more about each trigger:

  1. Date trigger
  2. Status trigger
  3. Button trigger
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