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MeisterTask - Create PDF, Word, Excel Documents
MeisterTask connects with Documentero to turn project activity into ready-to-use documents. When new tasks, updates, or comments appear in MeisterTask, you can automatically generate reports, summaries, or forms in .docx, .pdf, or .xlsx formats. This integration helps teams keep a clear record of progress and share project details without manual copying. It works through API, Make, or Zapier for flexible automation.
MeisterTask
Documentero
Triggers
Watch New Tasks In A Section — Triggers when a new task added to a section.
Watch Tasks — Triggers when a task is created or updated.
Watch Comments — Get all comments of a task.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from MeisterTask using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from MeisterTask using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new MeisterTask tasks
Create Word documents from MeisterTask comments for project records
Export MeisterTask task updates into Excel spreadsheets
Build client-ready project summaries from MeisterTask activity
Generate task detail sheets from MeisterTask sections
Create formatted project update documents from MeisterTask triggers
Export MeisterTask discussions into structured PDF files
Automatically create Excel trackers from MeisterTask task changes
Generate Word archives of completed MeisterTask tasks
Create printable project status reports from MeisterTask comments
How you can use MeisterTask + Documentero
Task Progress Report
Generate a PDF report whenever a new task is added to a section in MeisterTask.
Weekly Task Summary
Automatically create a .docx summary of all updated tasks each week for team review.
Comment Log Export
Export all comments from a task into a formatted .pdf file for project documentation.
Client Update Sheet
Create an .xlsx sheet summarizing new project tasks to share with clients.
Project Archive
Automatically build a .docx archive of task details and updates for long-term storage.
Setup Guides
Zapier Tutorial: Integrate MeisterTask with Documentero
- Create a new Zap in Zapier.
- Add MeisterTask to the zap and choose one of the triggers (Watch New Tasks In A Section, Watch Tasks, Watch Comments). 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 MeisterTask trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate MeisterTask with Documentero
- Create a new scenario in Make.
- Add MeisterTask to the scenario and choose one of the triggers (Watch New Tasks In A Section, Watch Tasks, Watch Comments). 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 MeisterTask trigger.
- Run or schedule your scenario and verify the output.
