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Neaktor - Create PDF, Word, Excel Documents
Neaktor connects with Documentero to turn project data and task updates into ready-to-use documents. When tasks are created or deleted in Neaktor, you can trigger Documentero to generate reports, summaries, or forms in .docx, .pdf, or .xlsx formats. This helps teams quickly capture project details in the right document format without manual copying. The integration works through API or Make, giving flexibility for different workflows.
Neaktor
Documentero
Triggers
Watch Tasks — Triggers when the task is created or deleted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Neaktor using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Neaktor using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF project reports from Neaktor tasks
Create Word documents from Neaktor task details
Export Neaktor task updates into Excel spreadsheets
Generate client-ready documents from Neaktor project data
Create compliance reports from Neaktor workflow events
Export deleted Neaktor tasks into PDF logs
Automatically generate project closure documents from Neaktor
Create weekly task summaries in Word from Neaktor
Export Neaktor task data into formatted Excel templates
Generate task-based progress reports from Neaktor into PDF
How you can use Neaktor + Documentero
Project Status Report
Automatically create a PDF report in Documentero whenever a new project task is added in Neaktor.
Task Closure Summary
Generate a .docx summary document when a task is deleted or marked complete in Neaktor.
Team Task Log
Export an .xlsx file of all tasks created in Neaktor for weekly team reviews.
Client Deliverables
Produce a branded document from task details in Neaktor to share progress with clients.
Audit Documentation
Generate compliance-ready documents in PDF format whenever specific tasks are created in Neaktor.
Setup Guides
Make Tutorial: Integrate Neaktor with Documentero
- Create a new scenario in Make.
- Add Neaktor to the scenario and choose one of the triggers (Watch Tasks). 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 Neaktor trigger.
- Run or schedule your scenario and verify the output.
