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Roam-bot - Create PDF, Word, Excel Documents
Roam-bot connects your Roam Research notes with Documentero so that new or updated content in your graph can instantly be turned into professional documents. Whenever you add or update a page or block in Roam Research, Documentero can use that data to generate Word, PDF, or Excel files. This makes it easy to turn your research, meeting notes, or project outlines into ready-to-share documents without manual formatting.
Roam-bot
Documentero
Triggers
Watch New Block — Triggers when a new block is added to the graph.
Watch New Page — Triggers when a new page is added to the graph.
Watch Updated Page — Triggers when a page is updated in the graph.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Roam-bot using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Roam-bot using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from new Roam Research pages
Create Word documents from updated Roam Research content
Export Roam Research blocks into Excel spreadsheets
Generate client-ready documents from Roam Research meeting notes
Automatically create project documentation from Roam Research pages
Export daily Roam Research journal entries into PDF format
Create research papers from Roam Research outlines
Generate Excel trackers from Roam Research project data
Automatically export Roam Research knowledge base into Word format
Create formatted reports from Roam Research brainstorming sessions
How you can use Roam-bot + Documentero
Meeting Notes to PDF
When a new page is added in Roam Research for meeting notes, Documentero can automatically create a PDF report.
Research Summaries
Generate a formatted Word document whenever a research page is updated in Roam Research.
Daily Journal Export
Capture new daily journal entries as they are created in Roam and export them into a structured .docx file.
Project Plans
Automatically build an Excel project tracker when a new project page is added in Roam Research.
Knowledge Base Reports
Turn updated Roam pages into polished PDF reports for sharing with your team.
Setup Guides
Zapier Tutorial: Integrate Roam-bot with Documentero
- Create a new Zap in Zapier.
- Add Roam-bot to the zap and choose one of the triggers (Watch New Block, Watch New Page, Watch Updated Page). 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 Roam-bot trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Roam-bot with Documentero
- Create a new scenario in Make.
- Add Roam-bot to the scenario and choose one of the triggers (Watch New Block, Watch New Page, Watch Updated Page). 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 Roam-bot trigger.
- Run or schedule your scenario and verify the output.
