V
Vxt - Create PDF, Word, Excel Documents
Vxt and Documentero work together by turning voicemail messages into ready-to-use documents. When a new voicemail arrives in Vxt, the text can be sent directly to Documentero to create formatted reports, letters, or records in .docx, .pdf, or .xlsx. This connection helps capture important details from calls and turn them into professional files without manual typing.
Vxt
Documentero
Triggers
Incoming Voicemail — Triggers when you receive a new voicemail message
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Vxt using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Vxt using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from voicemail messages
Create Word documents from customer voicemail instructions
Export voicemail transcripts into Excel logs for record-keeping
Generate client communication letters from voicemail content
Create project update documents from team voicemail updates
Automatically generate service order forms from voicemail requests
Produce formal complaint letters from customer voicemail recordings
Export voicemail-based meeting updates into a formatted agenda
Create standardized intake forms from voicemail inquiries
Generate internal status reports from voicemail updates
How you can use Vxt + Documentero
Client Call Summaries
Convert voicemails from clients into structured .docx summaries using Documentero templates.
Service Requests
Generate PDF service request forms from voicemails left by customers describing their issues.
Meeting Notes
Turn voicemail updates from team members into formatted meeting notes stored as Word documents.
Invoice Drafts
Use voicemail instructions from clients to automatically create draft invoices in Excel format.
Legal Documentation
Capture voicemail records and export them into standardized legal document templates.
Setup Guides
Make Tutorial: Integrate Vxt with Documentero
- Create a new scenario in Make.
- Add Vxt to the scenario and choose one of the triggers (Incoming Voicemail). 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 Vxt trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Vxt with Documentero
- Create a new flow in Power Automate.
- Add Vxt to the flow and choose one of the triggers (Incoming Voicemail). 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 Vxt trigger.
- Test and save your flow.
