DocuGen allows you to automatically generate a document based on a date trigger. For example, you might want to automatically generate a report or invoice for your client at the end of the month.
Before adding a DocuGen integration recipe, we recommend you make sure you have a DocuGen view added to the board.
Go to the board’s integrations and select “When date arrives, generate document, using settings from this view“.
“When” allows you to select a specific time for document generation
“date” allows you to select the date column that will trigger the automatic document generation
"this" view allows you to specify which DocuGen Settings to use when generating the document (Can't find your views? Check out the workaround at the end of this article.)
Once you are done, the integration recipe should look similar to this:
If the integration recipe above fails to display the DocuGen views you have on your board, you will need to perform a small fix:
- Click on any of the DocuGen views for the same board
- Allow the view a few seconds to load
- Go back to your recipe; you should be able to see the correct list of DocuGen views