Document Previews - DocsAutomator

Preview Methods

After selecting a data source and template, a preview area appears on the right side of the interface.For Airtable and ClickUp integrations:

Map specific records or tasks from your selected bases, tables, spaces, or lists

For other integrations:

Enable preview mode for the complete automation workflow:

Applies a watermark to generated PDFs
Consumes zero document credits
If “Save Google Doc” is enabled, preserves the Google Doc with a “PREVIEW — NOT FOR DISTRIBUTION” header
If “Save PDFs in Google Drive” is enabled, saves the watermarked PDF to your Drive folder
If URL writeback fields are configured, writes Google Doc URL and PDF Drive URL back to your data source
Document names are prefixed with [PREVIEW] for easy identification
Emails are not sent

Use this mode to test your full automation pipeline end-to-end — including Drive saves and data source writebacks — before going live.

Unlimited Testing

Test as many times as needed without using credits

Verify placeholder mapping and formatting

Test data source connections before production

Iterate on designs without cost concerns

Preview vs Production

Feature	Preview Mode	Production Mode
PDF Watermark	Yes	No
Google Doc Header	”PREVIEW — NOT FOR DISTRIBUTION”	None
Document Name Prefix	`[PREVIEW]`	None
Credit Usage	None	1 per document
PDF Quality	Full	Full
Save PDF to Google Drive	Yes (if configured)	Yes (if configured)
Save Google Doc	Yes (if configured)	Yes (if configured)
URL Writeback to Data Source	Yes (if configured)	Yes (if configured)
Emails Sent	No	Yes (if configured)

Best Practices

Test all placeholder variations

Try different data values to ensure your template handles various scenarios correctly.

Check conditional sections

Verify that conditional show/hide and sections work with different data combinations.

Review line items

Test with different numbers of line items to ensure tables expand correctly.

Validate formatting

Check dates, numbers, and currency formatting match your expectations.