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Smartlook - Create PDF, Word, Excel Documents
Smartlook tracks user behavior through alerts, dashboards, heatmaps, notes, and issues. When connected with Documentero, these insights can be automatically turned into professional reports in .docx, .pdf, or .xlsx formats. Teams can use the integration to keep stakeholders updated with clear, ready-to-share documents built from their Smartlook data.
Smartlook
Documentero
Triggers
Watch Alerts — Watch Alerts
Watch Dashboards — Watch Dashboards
Watch Heatmaps — Watch Heatmaps
Watch Notes — Watch Notes
Watch Shares — Watch Shares
Watch Issues — Watch Issues
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Smartlook using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Smartlook using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Smartlook dashboards
Create DOCX documents from Smartlook issue logs
Export Smartlook heatmap data into XLSX files
Build client-ready reports from Smartlook alerts
Generate product feedback documents from Smartlook notes
Create weekly analytics summaries from Smartlook shares
Export Smartlook session insights into formatted PDF files
Automatically create structured documents for Smartlook QA findings
Generate stakeholder-ready reports from Smartlook tracking data
Create XLSX exports of Smartlook user behavior metrics
How you can use Smartlook + Documentero
Weekly Heatmap Reports
Automatically generate a PDF report from Smartlook heatmaps every week and share it with the product team.
Issue Tracking Summaries
Create a .docx document whenever a new issue is logged in Smartlook, making it easier to share with QA teams.
Dashboard Snapshots
Export Smartlook dashboard data into a formatted .xlsx file for management review.
Alert Documentation
Generate a PDF file each time a Watch Alert is triggered in Smartlook for compliance or audit purposes.
Collaboration Notes
Turn Smartlook notes into a structured .docx file to keep a record of user experience findings.
Setup Guides
Zapier Tutorial: Integrate Smartlook with Documentero
- Create a new Zap in Zapier.
- Add Smartlook to the zap and choose one of the triggers (Watch Alerts, Watch Dashboards, Watch Heatmaps). 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 Smartlook trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Smartlook with Documentero
- Create a new scenario in Make.
- Add Smartlook to the scenario and choose one of the triggers (Watch Alerts, Watch Dashboards, Watch Heatmaps). 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 Smartlook trigger.
- Run or schedule your scenario and verify the output.
