> ## Documentation Index > Fetch the complete documentation index at: https://docsautomator.co/docs/llms.txt > Use this file to discover all available pages before exploring further. # Quickstart Guide > Your fast track guide to get started automating documents This guide helps you begin using DocsAutomator in minutes. It assumes you've already created an account at [app.docsautomator.co](https://app.docsautomator.co). Need personal assistance? [Schedule a call](https://cal.com/docsautomator/20min) with our team. ## 1. Create New Automation After logging in, you'll see the initial dashboard. Click the **"+ New Automation"** button to begin setting up document generation. DocsAutomator dashboard with New Automation button An automation combines your data source (Airtable, Google Sheets, etc.) with a template — either a Google Doc or a PDF template. ## 2. Set Title & Choose Data Source Select your data source from the available integrations: Data source selection showing available integrations Depending on your selection, you may need to connect your account. ## 3. Choose Document Template DocsAutomator supports two template types: Template type selection showing Google Docs, Microsoft Word, and Upload an existing PDF options Create a Google Doc with placeholder syntax (`{{field_name}}`). Best for text-heavy documents like invoices, contracts, and reports. Template selection options: import existing, start from scratch, or choose from gallery Use the built-in playground template to learn interactively and test the placeholder syntax before building your own. Browse pre-built templates at [docsautomator.co/templates](https://docsautomator.co/templates/) for common use cases like invoices, contracts, and reports. Follow the [Google Doc Template Guide](/docsautomator-basics/google-doc-template-guide) to create a custom template. Prefer Microsoft Word? Choose **Microsoft Word** as the template type, then upload your `.docx`, pick a Word gallery design, or generate one with AI. See the [Word Template Guide](/docsautomator-basics/word-template-guide) for details. Need help? Request professional template creation through our [service form](https://docsautomator.co/templates/). Upload an existing PDF and use the visual editor to define where data fields should be overlaid. The PDF itself is not modified — DocsAutomator fills in the fields on top of your original layout at generation time. Best for pre-designed forms, certificates, or branded documents. See the [PDF Template Guide](/docsautomator-basics/pdf-template-guide) for full setup instructions. ## 4. Map Data, Create Previews & Start Automating Select your base and table, then map your template placeholders to your data source fields. Airtable base and table selection with field mapping Mapping template placeholders to data source fields Once mapping is complete, generate a preview to verify your document looks correct. Completed automation setup with PDF preview ## 5. Configure Output Actions Set up what happens after a document is generated — save PDFs, send emails, merge documents, collect e-signatures, and more. Actions after document generation settings Want to collect signatures? Enable e-signatures in your automation's output settings. See the [eSign guide](/features/docsautomator-esign) for setup instructions. E-Signatures output settings showing signer email, signing link delivery, and link expiration options The configuration process differs by integration: Choose your Airtable Base and the Primary Table containing your data Set the document name field and attachment field where PDFs will be saved Map template placeholders to your Airtable fields Create a preview to verify the output looks correct Configure document creation using webhooks or automation scripts within Airtable Authorize DocsAutomator and pick the workspace and database containing your data Set the title property and (optionally) the file property where PDFs will be saved back Map template placeholders to your Notion database properties — or to the page body as Markdown Create a preview to verify the output looks correct Trigger document creation from a Notion button (requires Notion Plus or higher) Set your automation to "preview mode" while testing. Add the DocsAutomator integration in your Glide app settings Provide your API key and account email Configure the DocsAutomator action and add your automation/template ID Map values from your Glide data to template variables Set the PDF output field in your Glide data Set your automation to "preview mode" while testing. Connect your DocsAutomator account in Noloco settings Create a workflow and select "Generate a document with DocsAutomator" Select your DocsAutomator automation Map template fields to your Noloco data Add a follow-up action to save the generated PDF Choose your ClickUp Space and List Map template placeholders to ClickUp fields Create previews to verify the output Copy the webhook URL and configure it in ClickUp Automations Choose your Google Spreadsheet and the Primary Sheet containing your data Set the Primary Column, Document Name Column, and PDF Link Column Map template placeholders to your sheet columns Create a preview to verify the output looks correct Choose between Auto-Create on new rows, webhook formula, or Apps Script Choose your SmartSuite Solution and the Table containing your data Set the document name field and attachment field Map template placeholders to your SmartSuite fields Create a preview to verify the output Configure a SmartSuite automation with the DocsAutomator action Start a new Zap and choose your trigger app and event Search for DocsAutomator and select "Create Document" Provide your API key and account email Choose the automation to use for document generation Map your trigger data to the template placeholders Install the DocsAutomator node from the n8n community nodes panel Configure your API key and account email in n8n credentials Add the node to your workflow and select "Create Document" Select your automation and map placeholder values Start a new scenario and add your trigger module Add an HTTP "Make a request" module for the DocsAutomator API Set the API endpoint, authorization header, and request body Map your trigger data to the template placeholders in the JSON body Add DocsAutomator in your Softr app's integrations settings Provide your API key and account email Create a Softr workflow with the DocsAutomator action Map your Softr data fields to template placeholders Configure where the generated PDF will be stored Find your API key in the DocsAutomator dashboard settings Send a POST request to the `/createDocument` endpoint with your automation ID and data Receive the PDF URL and optional Google Doc URL in the response ## Need Help? Reach out at [support@docsautomator.co](mailto:support@docsautomator.co) Use the chat feature in your dashboard for quick assistance