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BotStar - Create PDF, Word, Excel Documents
BotStar can connect with Documentero to automatically create documents whenever chatbot events occur. For example, when a new subscriber joins or a user requests human support, the data collected in BotStar can be sent to Documentero to generate reports, summaries, or personalized files. This integration works through API or automation tools like Zapier, Make, and n8n, making it easy to produce .docx, .pdf, or .xlsx files directly from chatbot interactions.
BotStar
Documentero
Triggers
Watch New Checkpoint Record — Triggers when a new checkpoint record is created.
Watch New Request for Human Takeover — Triggers when a user request to contact human operator.
Watch New Subscriber — Triggers when a user subscribes to receive broadcast messages.
Watch New Tag on User — Triggers when a new tag is added to a user.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from BotStar using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from BotStar using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new BotStar checkpoint records
Create subscriber lists in Excel when new users join BotStar
Export tagged user data from BotStar into formatted Word documents
Build daily chatbot activity summaries in PDF using Documentero
Generate human takeover request logs as .docx files from BotStar events
Create onboarding documents for new BotStar subscribers with Documentero
Export chatbot conversation checkpoints into structured Excel sheets
Automatically generate support tickets in PDF when BotStar users request human help
Create campaign-ready subscriber reports from BotStar data in Word format
Export detailed chatbot flow performance reports from BotStar into PDF files
How you can use BotStar + Documentero
Subscriber Reports
Generate a PDF report of new BotStar subscribers and their details using Documentero templates.
Human Takeover Logs
Automatically create a .docx file summarizing each request for human takeover for internal tracking.
User Tag Reports
Export tagged user data from BotStar into an .xlsx file for analysis and segmentation.
Checkpoint Records
Create a document that logs new checkpoint records to monitor chatbot flow performance.
Broadcast Audience List
Build a formatted subscriber list in PDF for planning broadcast campaigns.
Setup Guides
Zapier Tutorial: Integrate BotStar with Documentero
- Create a new Zap in Zapier.
- Add BotStar to the zap and choose one of the triggers (Watch New Checkpoint Record, Watch New Request for Human Takeover, Watch New Subscriber). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the BotStar trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate BotStar with Documentero
- Create a new scenario in Make.
- Add BotStar to the scenario and choose one of the triggers (Watch New Checkpoint Record, Watch New Request for Human Takeover, Watch New Subscriber). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the BotStar trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate BotStar with Documentero
- Create a new workflow in n8n.
- Add BotStar to the workflow and choose one of the triggers (Watch New Checkpoint Record, Watch New Request for Human Takeover, Watch New Subscriber). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the BotStar trigger.
- Execute (or activate) your workflow and verify the output.
