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OfficeGuy/SUMIT - Create PDF, Word, Excel Documents
OfficeGuy/SUMIT connects with Documentero so that updates in your project cards can instantly produce ready-to-use documents. Whenever a card is created, updated, or closed, SUMIT can trigger Documentero to generate reports, summaries, or forms in .docx, .pdf, or .xlsx format. This makes it easy for teams and organizations to keep their paperwork current without manual editing or exporting.
OfficeGuy/SUMIT
Documentero
Triggers
Card updated — Indicates a card was modified (Created / updated / archived / deleted).
Actions
Create Document - Generate Word, Excel or PDF Document based on data from OfficeGuy/SUMIT using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from OfficeGuy/SUMIT using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from SUMIT project updates
Create Word documents from SUMIT card details
Export Excel spreadsheets when SUMIT tasks are marked complete
Generate client proposals from SUMIT project cards
Create audit-ready documents from SUMIT archived cards
Export task completion logs from SUMIT into PDF format
Automatically create budget sheets from SUMIT finance cards
Generate volunteer activity reports from SUMIT for non-profits
Create project closure documents from SUMIT completed cards
Export team progress updates from SUMIT into Word files
How you can use OfficeGuy/SUMIT + Documentero
Generate meeting reports
When a project card is updated in SUMIT, Documentero can automatically create a PDF meeting report with the latest details.
Export task summaries
Each time a card is closed, Documentero can generate a .docx summary of completed tasks for record-keeping.
Create financial sheets
If a card is tagged as finance-related, Documentero can produce an .xlsx budget or expense sheet.
Archive project updates
When a card is archived in SUMIT, Documentero can create a final document capturing all project notes.
Produce client-ready documents
Card changes in SUMIT can trigger Documentero to generate formatted client proposals or status updates.
Setup Guides
Zapier Tutorial: Integrate OfficeGuy/SUMIT with Documentero
- Create a new Zap in Zapier.
- Add OfficeGuy/SUMIT to the zap and choose one of the triggers (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 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 OfficeGuy/SUMIT trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate OfficeGuy/SUMIT with Documentero
- Create a new scenario in Make.
- Add OfficeGuy/SUMIT to the scenario and choose one of the triggers (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 OfficeGuy/SUMIT trigger.
- Run or schedule your scenario and verify the output.
