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Kanbanize - Create PDF, Word, Excel Documents
Kanbanize connects with Documentero to turn project updates into ready-to-use documents. Each time a card is created, moved, or updated in Kanbanize, Documentero can generate reports, summaries, or spreadsheets based on custom templates. This makes it easy to keep stakeholders informed with professional files without manual formatting. The integration works through API or Make, giving teams flexible automation options.
Kanbanize
Documentero
Triggers
Watch Card Created — Triggers when a new card is created.
Watch Card Moved — Triggers when a card is moved.
Watch Card Updated — Triggers when a card is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Kanbanize using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Kanbanize using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF project reports from Kanbanize card movements
Create Word documents for new Kanbanize tasks with assigned team members
Export Excel spreadsheets of Kanbanize updates for weekly team reviews
Build client-ready PDF summaries from completed Kanbanize cards
Generate meeting agendas in Word based on Kanbanize card updates
Export compliance documents in PDF when Kanbanize cards are closed
Create Excel roadmaps from Kanbanize portfolio-level changes
Automatically generate retrospective reports from Kanbanize board activity
Produce onboarding checklists in Word when new Kanbanize cards are created
Export financial tracking sheets in Excel from Kanbanize task updates
How you can use Kanbanize + Documentero
Project Status Report
Automatically create a PDF project status report whenever a card is moved to 'Done' in Kanbanize.
Task Assignment Sheet
Generate a .docx assignment sheet each time a new card is created, capturing task details and deadlines.
Weekly Portfolio Summary
Compile a weekly .xlsx summary of all updated cards to track progress across multiple projects.
Change Log Document
Produce a PDF change log whenever a card is updated, ensuring all modifications are documented.
Executive Dashboard Export
Export a polished PDF dashboard for executives whenever portfolio-level changes are detected in Kanbanize.
Setup Guides
Make Tutorial: Integrate Kanbanize with Documentero
- Create a new scenario in Make.
- Add Kanbanize to the scenario and choose one of the triggers (Watch Card Created, Watch Card Moved, Watch Card Updated). 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 Kanbanize trigger.
- Run or schedule your scenario and verify the output.
