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ReviewStudio - Create PDF, Word, Excel Documents
ReviewStudio connects with Documentero to turn creative project data into ready-to-share documents. When new clients, reviews, or approval decisions are logged in ReviewStudio, Documentero can generate branded reports, contracts, or summaries in PDF, DOCX, or XLSX formats. This helps teams quickly share professional files with clients or stakeholders without manual formatting.
ReviewStudio
Documentero
Triggers
Watch New Clients — Triggers when a new client is created.
Watch New Reviews — Triggers when a new review is created.
Watch New Projects — Triggers when a new project is created.
Watch New Approval Decisions — Triggers when a new approval decision is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ReviewStudio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ReviewStudio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate client onboarding documents from ReviewStudio data
Create PDF reports of creative reviews for client presentations
Export project details from ReviewStudio into DOCX templates
Generate approval decision logs in XLSX format for record keeping
Build branded project status reports directly from ReviewStudio updates
Create end-of-project summary documents in PDF format
Automatically generate feedback reports from new ReviewStudio reviews
Export client information into customized contract templates
Create visual project timelines in DOCX from ReviewStudio project data
Generate creative approval certificates in PDF when decisions are made
How you can use ReviewStudio + Documentero
Client Welcome Pack
Automatically generate a branded welcome document in PDF whenever a new client is added in ReviewStudio.
Project Summary Report
Create a project overview file in DOCX format each time a new project is created in ReviewStudio.
Review Feedback Report
Export all comments and feedback from a new review into a structured PDF for distribution.
Approval Decision Log
Generate an XLSX log of approval decisions whenever a client or team member submits their approval in ReviewStudio.
Creative Delivery Document
Produce a final delivery document in PDF format that includes client, project, and approval details once a project is completed.
Setup Guides
Zapier Tutorial: Integrate ReviewStudio with Documentero
- Create a new Zap in Zapier.
- Add ReviewStudio to the zap and choose one of the triggers (Watch New Clients, Watch New Reviews, Watch New Projects). 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 ReviewStudio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ReviewStudio with Documentero
- Create a new scenario in Make.
- Add ReviewStudio to the scenario and choose one of the triggers (Watch New Clients, Watch New Reviews, Watch New Projects). 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 ReviewStudio trigger.
- Run or schedule your scenario and verify the output.
