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Productboard - Create PDF, Word, Excel Documents
Productboard connects with Documentero to help teams automatically create professional documents whenever product features are created, updated, or deleted. With this integration, you can turn product updates into ready-to-share reports, summaries, or spreadsheets without manual formatting. It’s an easy way to keep stakeholders informed with clear, branded files generated directly from your product data.
Productboard
Documentero
Triggers
Watch Feature Deleted — Triggers when a feature is deleted.
Watch Feature Updated — Triggers when a feature is updated.
Watch Feature Created — Triggers when a new feature is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Productboard using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Productboard using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Productboard feature updates
Create a .docx summary of new Productboard features for weekly team meetings
Export an Excel file of deleted Productboard features for compliance tracking
Generate branded product update documents from Productboard data
Create investor-ready reports from Productboard feature changes
Automatically generate a release notes document when Productboard features are updated
Export Productboard feature changes into a formatted project status report
Create a product roadmap document from Productboard features in .docx format
Automatically generate feature change logs from Productboard into PDF
Export Productboard data into Excel for product performance analysis
How you can use Productboard + Documentero
Feature Update Report
Generate a PDF report each time a feature is updated in Productboard to share with internal teams.
Feature Creation Log
Automatically create a .docx log entry whenever a new feature is created in Productboard.
Deleted Feature Archive
Export an .xlsx file listing all deleted features for auditing and record-keeping purposes.
Stakeholder Briefing
Prepare a branded PDF briefing document whenever key product features are updated.
Weekly Feature Digest
Compile a weekly .docx digest of all new and updated features from Productboard.
Setup Guides
Zapier Tutorial: Integrate Productboard with Documentero
- Create a new Zap in Zapier.
- Add Productboard to the zap and choose one of the triggers (Watch Feature Deleted, Watch Feature Updated, Watch Feature Created). 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 Productboard trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Productboard with Documentero
- Create a new scenario in Make.
- Add Productboard to the scenario and choose one of the triggers (Watch Feature Deleted, Watch Feature Updated, Watch Feature Created). 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 Productboard trigger.
- Run or schedule your scenario and verify the output.
