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Workstack - Create PDF, Word, Excel Documents
Workstack connects with Documentero to turn project and task data into ready-to-use documents. When new projects, tasks, or meetings are created in Workstack, the details can automatically feed into custom templates in Documentero. This makes it easy to generate reports, task lists, or meeting summaries in formats like PDF, DOCX, or XLSX. Teams can keep their documentation consistent without having to copy information by hand.
Workstack
Documentero
Triggers
Watch Projects — Triggers when a new project is created.
Watch Meetings — Triggers when a new meeting is created.
Watch Created Meetings — Triggers when a new meeting is created.
Watch Created Projects — Triggers when a new project is created.
Watch Created Tasks — Triggers when a new task is created.
Watch Created Todo Lists — Triggers when a new todo list is created.
Watch Created Todos — Triggers when a new todo is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Workstack using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Workstack using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF project reports from Workstack projects
Create DOCX meeting notes every time a Workstack meeting is added
Export Workstack todos into an Excel file for tracking
Generate formatted task assignment sheets from new Workstack tasks
Build client-ready project briefs in Word format from Workstack data
Produce printable to-do checklists from Workstack todo lists
Automatically create XLSX progress trackers from Workstack projects
Generate PDF summaries of all new meetings scheduled in Workstack
Export Workstack project details into a branded proposal document
Create structured task overview documents from Workstack for team handouts
How you can use Workstack + Documentero
Project Status Report
Generate a PDF report whenever a new project is created in Workstack, pulling in project details directly into a Documentero template.
Meeting Agenda
Automatically create a DOCX meeting agenda in Documentero each time a new meeting is scheduled in Workstack.
Task List Export
Export all newly created tasks from Workstack into an XLSX spreadsheet for team distribution using a Documentero template.
Todo Summary
Whenever a new todo list is created in Workstack, generate a formatted PDF summary with Documentero.
Weekly Project Digest
Collect all projects created in a week and produce a consolidated DOCX digest using Documentero.
Setup Guides
Make Tutorial: Integrate Workstack with Documentero
- Create a new scenario in Make.
- Add Workstack to the scenario and choose one of the triggers (Watch Projects, Watch Meetings, Watch Created Meetings). 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 Workstack trigger.
- Run or schedule your scenario and verify the output.
