Automations
Most teams already have a system of record: a spreadsheet, a CRM, a project tracker. Automette connects to those systems so document generation becomes part of your existing workflow — not a separate step someone has to remember. When a deal closes, the contract is ready. When a row is marked complete, the certificate is sent.
Connect where your data lives
Automette integrates with the tools teams already use to manage data:
- Google Sheets — trigger generation when a row's column matches a value; write the PDF URL back to the sheet
- Airtable — trigger on record create or update; attach the PDF directly to the record
- Zapier / Make — connect Automette to hundreds of other tools through no-code automation platforms
- API — call Automette directly from your own backend or any tool that can make an HTTP request
The pattern
Every automation follows the same shape: something changes in your data source → Automette picks up the change → generates the document using that row's data → delivers the output back to where you need it.
You define what "something changes" means (a trigger condition), how your data maps to template fields, and where the output goes. The rest is automatic.
Choosing an approach
| You want to… | Use |
|---|---|
| Generate automatically when a spreadsheet row is ready | Google Sheets automation |
| Generate when an Airtable record is created or updated | Airtable automation |
| Connect Automette to another tool (CRM, form, database) | Zapier / Make |
| Trigger generation from your own code | API |
| Let users request a document themselves | Forms |
| Process a batch from a CSV file | Bulk Generate |
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