Automette docs
Getting Started

Quickstart

This guide walks through generating your first document end-to-end — from creating an account to downloading a PDF. No coding required.

1. Create an account

Sign up at automette.com. You'll land in the dashboard with a default team already provisioned.

2. Pick a template from the library

Open Template Library from the sidebar. The library has a dozen starter templates — invoices, certificates, social posts, banners, payslips. Click any one.

Automette copies the template into a new project under Templates so you can edit it without affecting the library original.

3. Open the template

Click the template you just created. You'll land on the template hub — a page with the design preview at the top and five action tiles below showing the ways you can use it:

  • Edit the design — change layout, copy, colors
  • Generate a document — fill the field form by hand
  • Generate from CSV — bulk-render one document per row
  • Share a form — collect data with a public form
  • Set up an automation — trigger from Sheets, Airtable, or Zapier
  • Use via API — render from your own code

4. Generate your first document

Click Generate a document. Fill in the fields shown on the right. The preview updates as you type. Click Generate — your PDF downloads.

That's it. The render shows up in History with a permanent link.

What's next

  • Core concepts — get familiar with the building blocks (templates, renders, jobs) before you go further.
  • Bulk generate from CSV — render dozens or thousands of documents from a spreadsheet.
  • Share a form — let other people fill in the fields and trigger a render themselves.
  • Use the API — render from your own backend with a few lines of code.

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