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Slack - Create PDF, Word, Excel Documents
Slack can connect with Documentero to turn conversations, files, and events into ready-to-use documents. Messages or files shared in Slack channels can trigger automatic creation of PDFs, Word, or Excel reports using custom templates in Documentero. This helps teams capture important updates and generate consistent documents without leaving their workspace. Integration is possible through tools like Zapier, Make, n8n, Power Automate, or directly via API.
Slack
Documentero
Triggers
Watch Direct Messages — Triggers when a new message is added to a direct message channel.
Watch Files — Triggers when a new file is added.
Watch Private Channel Messages — Triggers when a new message is added to a private channel.
Watch Public Channel Messages — Triggers when a new message is added to a public channel.
Watch Multiparty Direct Messages — Triggers when a new message is added to a multiparty direct message channel.
Watch Scheduled Messages — Triggers when a new message is scheduled.
Watch Users — Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.
Watch Interactive Events — Triggers when a new interactive event has arrived.
Watch New Events — Triggers when a new message or another event is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Slack using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Slack using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Slack channel conversations
Create Word documents when new files are shared in Slack
Export Slack direct messages into Excel logs
Build onboarding guides when new Slack users are added
Generate project status documents from Slack private channel updates
Create scheduled reports from Slack scheduled messages
Export Slack multiparty conversations into formatted meeting notes
Automatically generate compliance documents from Slack file uploads
Create structured PDF summaries from Slack interactive events
Export Slack event logs into Excel using Documentero templates
How you can use Slack + Documentero
Create meeting notes from Slack messages
Automatically generate a Word or PDF document from messages posted in a public or private Slack channel.
Save shared files into formatted reports
When a file is uploaded in Slack, Documentero can add it into a pre-designed report template and export it as a PDF.
Generate user onboarding documents
When a new user joins Slack, trigger Documentero to create a personalized onboarding guide in .docx or PDF format.
Build project updates from channel activity
Collect recent channel messages and turn them into a structured project update document.
Schedule reports from Slack events
Use scheduled messages in Slack to trigger Documentero to generate weekly or monthly Excel reports.
Setup Guides
Zapier Tutorial: Integrate Slack with Documentero
- Create a new Zap in Zapier.
- Add Slack to the zap and choose one of the triggers (Watch Direct Messages, Watch Files, Watch Private Channel Messages). 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 Slack trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Slack with Documentero
- Create a new scenario in Make.
- Add Slack to the scenario and choose one of the triggers (Watch Direct Messages, Watch Files, Watch Private Channel Messages). 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 Slack trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Slack with Documentero
- Create a new workflow in n8n.
- Add Slack to the workflow and choose one of the triggers (Watch Direct Messages, Watch Files, Watch Private Channel Messages). 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 n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Slack trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Slack with Documentero
- Create a new flow in Power Automate.
- Add Slack to the flow and choose one of the triggers (Watch Direct Messages, Watch Files, Watch Private Channel Messages). 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 Slack trigger.
- Test and save your flow.
