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SeekTable - Create PDF, Word, Excel Documents
SeekTable connects with Documentero to turn your pivot table reports into ready-to-share documents. When a new cube or report is created in SeekTable, Documentero can automatically generate a PDF, Word, or Excel file from your chosen template. This makes it easy to share polished reports with clients, managers, or team members without extra manual work.
SeekTable
Documentero
Triggers
Watch Cubes — Triggers when a new cube has been added.
Watch Reports — Triggers when a new report has been added.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SeekTable using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SeekTable using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from SeekTable data cubes
Create Word documents from new SeekTable pivot reports
Export Excel files from SeekTable analytics using Documentero templates
Send formatted sales reports from SeekTable to managers as PDFs
Build client-ready documents from SeekTable financial cubes
Create branded performance reports from SeekTable insights
Export SeekTable dashboards into Word reports for board meetings
Automatically generate Excel summaries from SeekTable data updates
Create investor-ready documents from SeekTable reporting
Export SeekTable pivot tables into PDF archives with Documentero
How you can use SeekTable + Documentero
Client Reporting
Generate a branded PDF report whenever a new SeekTable report is created, ready to send to clients.
Financial Summaries
Produce monthly Excel summaries from SeekTable cubes and format them with Documentero templates for finance teams.
Team Updates
Automatically create Word documents with pivot table insights for weekly team meetings.
Data Archiving
Save SeekTable reports as standardized PDF files for long-term record keeping.
Custom Dashboards
Convert SeekTable analytics into formatted documents that can be shared with stakeholders outside the platform.
Setup Guides
Zapier Tutorial: Integrate SeekTable with Documentero
- Create a new Zap in Zapier.
- Add SeekTable to the zap and choose one of the triggers (Watch Cubes, Watch Reports). 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 SeekTable trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate SeekTable with Documentero
- Create a new scenario in Make.
- Add SeekTable to the scenario and choose one of the triggers (Watch Cubes, Watch Reports). 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 SeekTable trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate SeekTable with Documentero
- Create a new flow in Power Automate.
- Add SeekTable to the flow and choose one of the triggers (Watch Cubes, Watch Reports). 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 Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SeekTable trigger.
- Test and save your flow.
