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Cloud BOT - Create PDF, Word, Excel Documents
Cloud BOT works with Documentero by letting you trigger document creation right after a browser automation finishes. When a BOT completes its task, the data it collected can be sent directly to Documentero to generate .docx, .pdf, or .xlsx files. This makes it easy to turn web-scraped information, form entries, or downloaded files into ready-to-use documents without manual steps.
Cloud BOT
Documentero
Triggers
Watch BOT Done — Triggers when a BOT at the end of execution.
(The API must be enabled and the BOT must be published on Cloud BOT website.)
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Cloud BOT using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Cloud BOT using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from web scraping results
Create Excel spreadsheets from online form submissions
Export order details into professional invoices
Generate custom contracts from CRM records collected via BOT
Produce compliance documents from government portal data
Automatically create meeting minutes from web-based notes
Generate shipping labels from e-commerce dashboard data
Create financial summaries from online banking exports
Build HR onboarding documents from job applicant data
Export research findings into formatted Word documents
How you can use Cloud BOT + Documentero
Generate reports from scraped data
After a BOT collects product prices from a website, send the data to Documentero to create a formatted PDF report.
Create invoices from online orders
When a BOT captures order details from an e-commerce dashboard, Documentero can instantly generate a professional invoice.
Build spreadsheets from web forms
Have a BOT pull customer submissions from a web form and pass them to Documentero for an organized Excel sheet.
Produce contracts from CRM data
Use a BOT to gather client details from a web-based CRM and then generate a custom contract in Documentero.
Compile compliance documents
When a BOT retrieves regulatory data from government websites, Documentero can format it into official compliance documents.
Setup Guides
Zapier Tutorial: Integrate Cloud BOT with Documentero
- Create a new Zap in Zapier.
- Add Cloud BOT to the zap and choose one of the triggers (Watch BOT Done). 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 Cloud BOT trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Cloud BOT with Documentero
- Create a new scenario in Make.
- Add Cloud BOT to the scenario and choose one of the triggers (Watch BOT Done). 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 Cloud BOT trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Cloud BOT with Documentero
- Create a new flow in Power Automate.
- Add Cloud BOT to the flow and choose one of the triggers (Watch BOT Done). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Cloud BOT trigger.
- Test and save your flow.
