Generate documents using integration recipes

DocuGen allows you to automatically generate documents based on date, status, or a click of a button using integration recipes. 

 Before adding a DocuGen integration recipe, we recommend that you make sure you have a DocuGen view added to the board.

Go to the board’s integrations and search for “DocuGen”: 

Once you click on the DocuGen integrations, you will see a choice of three recipes:

Find out more about each recipe:

1. Button integration recipe
2. Status integration recipe
3. Date integration recipe