Skip to main content
DocsAutomator integrates seamlessly with Glide through a native integration, enabling PDF generation directly from Glide applications without requiring custom code.

​
Key Capabilities

Button Triggers

Generate PDFs from buttons or action sequences

Line Items

Support for dynamic line items and data mapping

File Storage

Store generated files within Glide tables

Web Embed

Display generated documents using web embed components

​
Step-by-Step Setup

1

Create Automation

Establish a new automation within your DocsAutomator account.
2

Select Data Source

Choose Glide as the data source for your automation.
3

Select Google Doc Template

Every automation requires a Google Doc template. Reference the Google Doc Template Guide for comprehensive setup options, or use the Playground Template for testing.
4

Configure Glide Integration

Add the “Generate document” action with DocsAutomator. For first-time setup, provide your DocsAutomator API key (located in account settings).
5

Set Template ID and Filename

  • Locate your template/automation ID in the URL bar
  • Specify the output filename (tip: use template columns to make filenames unique per row)
6

Map Data Fields

Create placeholder-to-value pairs where placeholders match your template exactly (without curly brackets). Values can reference Glide data sources or custom text.
7

Configure File Output

Designate a field to store the generated PDF.
8

Generate Documents

Execute the workflow. Use a Web Embed component on your PDF field to display generated documents immediately.

​
Line Items Implementation

For documents containing lists (invoices, staff rosters, etc.), configure line items using a three-level structure:

​
Row Level (2nd Level)

Construct individual rows using JSON Object columns that format line item data with placeholders matching your template variables.

​
Joined List (1st Level)

Create a Joined List column at the parent level (e.g., Invoices table) that references the row data via a Relation column.

​
Array Conversion (1st Level)

Use a Template column to convert the joined list into array format for passing to DocsAutomator.

​
FAQ

  • Use Format Date columns for date formatting
  • Use Template columns for number formatting (converts fields to text)
Declare image variables as {{image_uniqueName}} in templates. Map image columns from your table.
Multiple Images columns are not currently supported.
Check your run history at app.docsautomator.co/runhistory for detailed error information. Contact support for unresolved issues.

​
E-Signatures and PDF Templates

DocsAutomator supports e-signatures with all data sources, including Glide. After generating a document, you can automatically route it for signing. DocsAutomator also supports PDF templates in addition to Google Doc templates.

​
Next Steps

Template Guide

Learn the template syntax

Line Items

Master tables and repeating rows

Run History

Monitor document generation

API Reference

Advanced API integration
Last modified on February 10, 2026