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Shortcut - Create PDF, Word, Excel Documents
Shortcut connects with Documentero to turn project activity into ready-to-use documents. When stories or epics are created, updated, or closed in Shortcut, Documentero can generate reports, summaries, or exports in formats like PDF, DOCX, or XLSX. This makes it easy to share updates with stakeholders or keep formal records without manual copy-paste work.
Shortcut
Documentero
Triggers
Watch Stories or Epics — Triggers when stories or epics are created, updated, or deleted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Shortcut using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Shortcut using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Shortcut epics
Create DOCX sprint summaries from Shortcut stories
Export Shortcut tasks into Excel for project tracking
Generate change log documents whenever Shortcut stories are updated
Build executive-ready project briefs from Shortcut epics
Create weekly project update PDFs from Shortcut activity
Export Shortcut backlog items into XLSX for resource planning
Generate client-facing progress reports from Shortcut stories
Create printable meeting handouts from Shortcut project data
Export Shortcut story updates into formatted Word documents
How you can use Shortcut + Documentero
Project Status Report
Generate a PDF report of all updated Shortcut epics to share with management.
Sprint Summary
Export completed stories from Shortcut into a DOCX summary at the end of each sprint.
Change Log
Automatically create a document listing all story updates whenever changes happen in Shortcut.
Executive Brief
Turn Shortcut epic updates into a polished report for executives in PDF format.
Task Export
Export Shortcut stories into an XLSX file for analysis or cross-team planning.
Setup Guides
Zapier Tutorial: Integrate Shortcut with Documentero
- Create a new Zap in Zapier.
- Add Shortcut to the zap and choose one of the triggers (Watch Stories or Epics). 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 Shortcut trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Shortcut with Documentero
- Create a new scenario in Make.
- Add Shortcut to the scenario and choose one of the triggers (Watch Stories or Epics). 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 Shortcut trigger.
- Run or schedule your scenario and verify the output.
