For startups, manually creating documents will only hinder your business’s growth pace. In a race to get your product out there, spending time on manually sending invoices, meeting notes, reports, etc slows decision making and waste already limited resources.
With document automation solutions, it is possible to save time, money, and efforts that go into repetitive document creation work. It will help you make the most of your limited resources by sparing time for actual product release work.
Check out 10 essential business document templates by DocsAutomator for growing startups — you can dynamically create and edit these documents by simply connecting with your database.
What are dynamic business documents?
Dynamic business documents help you automatically create and share the most updated version of the document with real-time information changes. It digitizes the document creation process such that you can scale the same by simply connecting with a datasource.
This means, if you use Google Docs for creating invoices, reports, or project proposals, you do not need to create a new document or edit templates every time to change information. With document automation tools like DocsAutomator, we enable you to connect your database and create multiple documents as required, at scale.
For example, let’s say you save the customer and order information on Google Sheets for your eCommerce startup. DocsAutomator will pull out this data and fill it automatically into your invoice and order template on Google Docs. You can also send a PDF of this generated invoice to the customer and order documents to the inventory.
Thus, you eliminate below manual tasks to save time and resources of your startup:
- Avoid manual data entry of customer and order information
- Avoid creating invoice or order forms from scratch
- Avoid sending manual emails to customers or vendors.
Similarly, we have provided you with 5 free business document templates that you can automate and edit for your startup.
1. Create dynamic invoices
Still manually checking off services or items purchased, then manually entering data to create invoices? — with DocsAutomator, we help you create invoices without all this ‘extra’ work. You can automate your existing invoice template using the DocsAutomator syntax to include line items and logo images.
For example, consider a freelancer using Google Sheets or Airtable to track projects. Once a project is marked complete, you can trigger automation using Airtable automation to send data to DocsAutomator invoice template, which will create a PDF invoice for you to send.
How to create dynamic invoices with DocsAutomator?
Copy the template here — DocsAutomator Invoice Template
You can follow the instructions to set up the document automation template using these tutorials:
- Invoices with DocsAutomator and Airtable: watch tutorial
- Invoices with DocsAutomator and Noloco: watch tutorial
2. Create instant meeting notes
For startups with growing teams, every meeting must count to meet ambitious deadlines. Creating meeting notes is a way to summarize discussions and also loop in those who couldn’t attend. Instead of manually typing out everything, you can use DocsAutomator to automatically generate meeting notes post meeting.
For example, you can connect data from Slack. After a huddle, using Zapier or custom DocsAutomator API, pass the data to DocsAutomator meeting notes template, and create Google Docs for every meeting held.
How to create dynamic meeting notes with DocsAutomator?
Copy the template here — DocsAutomator Meeting Notes Template
- Redesign the template as per your brand guidelines
- Add, remove, or edit the DocsAutomator template syntax
- Connect with the third-party app which you are using for your meeting notes. For example, if you’re using Zoom, then explore Zapier–Zoom integrations to capture meeting notes, and send it to DocsAutomator to use this data into the meeting notes template.
3. Implement employee time tracking
Many startups onboard contract workers and freelancers that make time tracking critical to ensure productivity and remunerations. Instead of investing in dedicated time trackers, you can simply use DocsAutomator to create time tracking Google Doc or PDF to share for further processing.
For example, you can collect the productive working hours from the employee or contract worker via a Google Form which automatically generates a Google Sheet to store the data. You can pass this data to the DocsAutomator time tracking template to automatically create the time tracking document.
How to create dynamic time trackers with DocsAutomator?
Copy the template here — DocsAutomator Time Tracking Template
- Connect with your data source like Google Forms, Airtable Forms, or other custom apps used for tracking employee time.
- Match the fields with DocsAutomator template or add your own and edit the syntax.
- Test the time tracker document template to create instant and dynamic PDFs everytime an employee submits their working hours.
4. Create project proposals
Post your startup’s brainstorming sessions, you can automate creation of project proposals and get started with finalizing the details. DocsAutomator allows you to present your project proposal information in a professionally looking Google Docs to further collaborate or share as a PDF document.
For example, you can share recordings of your brainstorming session to ChatGPT, and share the output with DocsAutomator using Zapier to create project proposal documents.
How to create dynamic project proposals with DocsAutomator?
Copy the template here — DocsAutomator Project Proposal Template
- If you’re using project management tools like ClickUp, you can directly connect with your ClickUp base on DocsAutomator or use Zapier or custom API to connect other apps.
- Add your own project proposal template or use one designed by DocsAutomator and match relevant fields to pull data.
- Preview and test the project proposal template
Here’s a tutorial to learn — how to create PDFs using ClickUp and DocsAutomator. You can edit relevant fields to suit your project proposal template.
5. Create real-time project reports
To track your project’s progress, DocsAutomator allows you to create dynamic reports. You can design the automation using Zapier or Make to generate project reports at regular intervals.
For example, if you’re using Google Sheets or Airtable to track projects, you can share this data to DocsAutomator project reports template to generate sharable Google Docs or PDFs.
How to create dynamic project reports with DocsAutomator?
Copy the template here — DocsAutomator Project Reports Template
You can edit this project management template to generate automated custom reports. Here’s a tutorial to help you configure the template:
Create Google Docs Automatically from Airtable | New Automation
How to create free dynamic business documents?
At DocsAutomator, we provide a generous free plan to help you test your document automation workflows. With our free plan, you can create 20 documents per month, and this resets every month.
All templates in our gallery are freely available and you can also add your own template to edit and add DocsAutomator syntax. We will be adding more business document templates across use cases.
Ready to automate your startup’s business documents? — sign up today!
