Generate documents automatically and in bulk using monday.com automations

DocuGen allows you to automatically generate documents using monday.com automations. You can also read this article for a step-by-step walkthrough.

1. On any board, click Automate at the top right:
   

2. Create a new automation from scratch:

3. Select any trigger; for example, When status changes to something or When date arrives:

4. For the action, search for "DocuGen" and select "Generate document":

5. Click on the view text and select the view ID from the list.
6. Click Create automation.

Whenever an item on the board triggers the automation (for example, status changed), DocuGen will generate a document using all the settings from the selected view. 

To generate documents in bulk, select multiple items on your board and trigger the automation on any one of the selected items.