Configure automated actions that trigger after documents are created
This feature allows you to configure automated actions that trigger once a document has been successfully generated. It enables seamless integration of post-generation workflows with other tools and services.
Actions are configured in the Actions card in the right rail of the automation editor. Click Add action to pick from the available options. You can enable multiple actions for a single automation (for example, save the PDF to Google Drive AND send it via email).
Test your actions in Test Mode to ensure everything works correctly before production use.
