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Outline - Create PDF, Word, Excel Documents
Outline connects with Documentero to turn your internal knowledge base into ready-to-use documents. When a new document is published in Outline, Documentero can automatically generate formatted files like PDF, DOCX, or XLSX. This makes it easy to share updated policies, guides, or reports outside the platform without extra manual work. The integration works through API or automation tools like Zapier, Make, and n8n.
Outline
Documentero
Triggers
Watch New Document — Triggers when a new document is published.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Outline using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Outline using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF handbooks from Outline documents
Create DOCX templates for company procedures stored in Outline
Export Outline knowledge base articles into XLSX reference sheets
Convert Outline meeting notes into shareable PDF reports
Build branded client reports from Outline project documentation
Generate formatted training materials from Outline content
Create compliance documentation in DOCX from Outline policies
Export Outline technical guides into PDF manuals
Turn Outline onboarding documents into structured XLSX checklists
Automatically generate reference documents from Outline updates
How you can use Outline + Documentero
Export Policies
Automatically create PDF versions of new HR policies published in Outline using Documentero templates.
Training Guides
Generate DOCX training manuals from Outline documents to distribute to new employees.
Meeting Records
Turn meeting notes saved in Outline into formatted PDF reports for stakeholders.
Compliance Reports
Produce XLSX compliance checklists from Outline documents for auditing purposes.
Client Deliverables
Convert Outline project documentation into branded PDF deliverables using Documentero.
Setup Guides
Zapier Tutorial: Integrate Outline with Documentero
- Create a new Zap in Zapier.
- Add Outline to the zap and choose one of the triggers (Watch New Document). 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 Outline trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Outline with Documentero
- Create a new scenario in Make.
- Add Outline to the scenario and choose one of the triggers (Watch New Document). 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 Outline trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Outline with Documentero
- Create a new workflow in n8n.
- Add Outline to the workflow and choose one of the triggers (Watch New Document). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Outline trigger.
- Execute (or activate) your workflow and verify the output.
