DocuGen

Create a 'Sales' board with client details and an 'Invoices' sub-item board.

Design a Word template with your company logo and <<placeholder>> tags for invoice number and total.

Upload template to DocuGen view.

Set automation: 'When Invoice Status is Ready, Generate PDF'.

Map sub-items to an 'Items' table in Word.

DocuGen generates the PDF and attaches it to the board's file column.

Automated email sends the PDF link to the client.

Field worker fills out a form on the monday.com mobile app.

The submission triggers a DocuGen generation workflow.

Photos from the file column are dynamically embedded into the report template.

DocuGen compiles data into a formatted PDF/A compliance report.

The report is automatically emailed to the compliance officer.

HR updates candidate salary and start date columns.

DocuGen maps these fields into a master legal template.

A PDF is generated with restricted edit permissions.

The document is pushed to an e-signature integration (DocuSign).

Final signed copy is saved back to the candidate's board row.

Aggregate property features into a board.

Use DocuGen to pull high-res images and descriptions into a Word layout.

Generate batch PDF listing sheets for 50 properties at once.

Upload the batch to a shared OneDrive folder automatically.

Set up a weekly cron-job automation in monday.com.

DocuGen gathers the 'Project Summary' and 'Key Risks' columns.

Generates a branded executive brief.

Sends the brief via Slack or Microsoft Teams integration.

Warehouse worker marks an order as 'Picking'.

DocuGen generates a packing slip containing only 'In Stock' sub-items.

The file is sent to a Print-from-Email cloud printer address.

The slip is physically printed at the warehouse station.

Use monday.com 'Connect Boards' to link multiple financial entities.

DocuGen maps data from the connected boards into a master Excel template.

The engine calculates totals and renders a PDF financial statement.

Distribute the report to board members via encrypted email.