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Workast - Create PDF, Word, Excel Documents
Workast connects with Documentero to turn new tasks into ready-to-use documents. When a task is created in a Workast space, the details can be sent directly into Documentero templates to generate files like reports, checklists, or progress summaries. This helps teams quickly produce consistent documents without manual copy-paste work. The integration is available through API, Make, Zapier, and n8n.
Workast
Documentero
Triggers
Watch New Task — Triggers when a new task is created in a space.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Workast using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Workast using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate a PDF report from new Workast tasks
Create a DOCX project brief when a task is added in Workast
Export new Workast tasks into an Excel task tracker
Generate client-ready summaries from Workast task details
Create formatted checklists from Workast task creation
Automatically build status update documents from Workast tasks
Export Workast tasks into a branded PDF template
Create onboarding documents when new tasks are logged in Workast
Generate task-based invoices from Workast using Documentero
Create weekly task overview documents from Workast spaces
How you can use Workast + Documentero
Task Reports
Generate a project report in PDF whenever a new task is added in Workast.
Meeting Notes
Automatically create a DOCX meeting notes file when a task is created with a specific tag.
Task Checklist
Export a new task as a formatted checklist document for team distribution.
Project Tracker
Build an Excel tracker sheet each time a new task is logged in Workast.
Client Updates
Send a branded task summary PDF to clients whenever a new deliverable task is created.
Setup Guides
Zapier Tutorial: Integrate Workast with Documentero
- Create a new Zap in Zapier.
- Add Workast to the zap and choose one of the triggers (Watch New Task). 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 Workast trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Workast with Documentero
- Create a new scenario in Make.
- Add Workast to the scenario and choose one of the triggers (Watch New Task). 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 Workast trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Workast with Documentero
- Create a new workflow in n8n.
- Add Workast to the workflow and choose one of the triggers (Watch New Task). 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 Workast trigger.
- Execute (or activate) your workflow and verify the output.
