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Demodesk - Create PDF, Word, Excel Documents
Demodesk can connect with Documentero so that meeting details, recordings, and updates automatically generate professional documents. Whenever a meeting is scheduled, rescheduled, or completed in Demodesk, Documentero can create ready-to-share PDFs, Word files, or Excel reports. This integration helps teams quickly turn meeting data into formatted documents without manual copying or editing.
Demodesk
Documentero
Triggers
Watch Meeting Ended — Triggers when a Meeting Ends.
Watch Meeting Scheduled — Triggers when a meeting is scheduled
Watch Meeting Started — Triggers when a meeting has started
Watch Recording Uploaded — Triggers when a recording for one of your meetings is uploaded
Watch Meeting Call Note Updated — Triggers when a meeting's call not is updated
Watch Meeting canceled — Triggers when a meeting is canceled
Watch Meeting Event Response Changed — Triggers when an attendee's event response to the calendar event changes
Watch Meeting Handovered — Triggers when a meeting is handed over to a different host
Watch Meeting Rescheduled — Triggers when a meeting is rescheduled
Watch Recording Transcription Postprocessed — Triggers when the transcription of a recording finished post-processing
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Demodesk using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Demodesk using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Demodesk meeting recordings
Create Word documents from Demodesk meeting notes
Export attendee response changes from Demodesk into Excel
Generate professional handover documents when Demodesk meetings change hosts
Automatically create cancellation letters when a Demodesk meeting is canceled
Produce detailed scheduling reports from Demodesk events in PDF
Create structured training documents from Demodesk meeting transcripts
Generate follow-up documents after Demodesk meetings end
Export Demodesk meeting reschedule details into Word templates
Automatically create compliance-ready documentation from Demodesk meeting data
How you can use Demodesk + Documentero
Meeting Summary Reports
Generate a PDF summary report in Documentero whenever a Demodesk meeting ends.
Call Note Documentation
Create a .docx file with updated call notes each time Demodesk meeting notes are changed.
Recording Transcription Files
Automatically produce a formatted transcript document in Documentero when Demodesk finishes transcription processing.
Reschedule Notifications
Generate a notification letter in PDF when a Demodesk meeting is rescheduled.
Attendee Response Records
Create an Excel sheet tracking attendee responses whenever they change in Demodesk.
Setup Guides
Make Tutorial: Integrate Demodesk with Documentero
- Create a new scenario in Make.
- Add Demodesk to the scenario and choose one of the triggers (Watch Meeting Ended, Watch Meeting Scheduled, Watch Meeting Started). 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 Demodesk trigger.
- Run or schedule your scenario and verify the output.
