Skip to main content
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.

Available Actions

Saving Google Docs

Store generated documents as editable Google Docs files

Save PDFs in Google Drive

Export and archive PDFs to Google Drive storage

Send Email

Automatically dispatch documents via email

Merge Existing PDFs

Combine generated PDFs with existing files

Notify Webhook

Send notifications to external systems

Configuration

Actions are configured on the Actions tab 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 using preview mode to ensure everything works correctly before production use.
Last modified on May 5, 2026