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Refiner - Create PDF, Word, Excel Documents
Refiner helps you collect valuable feedback from your SaaS users through targeted surveys, and when connected with Documentero, that feedback can instantly be turned into professional documents. Whether you need reports, summaries, or data exports, Documentero can generate .docx, .pdf, or .xlsx files directly from survey results. This integration makes it easy to keep a record of user insights, share findings with your team, or prepare formatted documents for stakeholders.
Refiner
Documentero
Triggers
Watch User Entered Segment — Triggers when a user has entered the segment.
Watch Completed Survey — Triggers when a survey is completed.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Refiner using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Refiner using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Refiner survey responses
Create Word documents when a user enters a new Refiner segment
Export survey results into Excel files for analysis
Generate customer insight summaries for weekly team meetings
Create formatted feedback reports for product managers
Automatically prepare investor update documents from survey data
Generate onboarding improvement reports based on user feedback
Create quarterly satisfaction summaries for SaaS customers
Export NPS survey results into a professional PDF format
Automatically build churn risk reports from segment entries
How you can use Refiner + Documentero
Customer Feedback Reports
Automatically create PDF reports in Documentero whenever a survey is completed in Refiner.
Segment Entry Logs
Generate a Word document each time a user enters a new Refiner segment, capturing key details for internal tracking.
Survey Data Export
Export completed survey responses into Excel files through Documentero for deeper analysis.
Team Briefings
Send a formatted summary document to your team whenever a new survey batch is completed.
Stakeholder Updates
Prepare polished PDF updates with the latest customer insights to share with investors or executives.
Setup Guides
Zapier Tutorial: Integrate Refiner with Documentero
- Create a new Zap in Zapier.
- Add Refiner to the zap and choose one of the triggers (Watch User Entered Segment, Watch Completed Survey). 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 Refiner trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Refiner with Documentero
- Create a new scenario in Make.
- Add Refiner to the scenario and choose one of the triggers (Watch User Entered Segment, Watch Completed Survey). 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 Refiner trigger.
- Run or schedule your scenario and verify the output.
