Step-by-Step Setup
Connect Notion and pick your databases
- Pick the workspace you want to connect.
- Select the databases you want DocsAutomator to access right on the authorization screen.

Pick a template
Select your database

Choose the document name
Map your properties to placeholders

Map line items (optional)
{{line_items_1}} markers, pick a Relation property on your database, then map the fields on the related pages to the line-item placeholders. You can nest line items up to three levels deep.
Preview
Configure write-back in the Actions tab
- Upload the generated PDF to a file property on the page (with overwrite or append).
- Write the PDF URL or Google Doc URL into a URL or text property.
- Send the PDF by email, save it to Google Drive, merge it with an existing PDF, or send a webhook notification.

Triggering Methods
You can generate documents from Notion three ways: from inside DocsAutomator, automatically when a property changes, or by clicking a button on a row in Notion.Automatic — Auto Creation
Pick a property and a value that should fire generation. When a page changes to match (for example, Status = Ready), DocsAutomator generates a document for that page. Trigger property types supported:- Status
- Select
- Multi-select (fires when the chosen option is among the selected values)
- Checkbox

Manual — Notion Button (per-row)
Add a button on your database that generates a document for the clicked row.Paste the URL from DocsAutomator
Add the Authorization header
- Key:
Authorization - Value: copy the value shown on the DocsAutomator setup panel (it starts with
Bearer)
Tick 'Select all existing properties'
Manual — From DocsAutomator
You can always click Generate on any page from inside DocsAutomator. This works on every Notion plan, including Free.Page Body as Content
DocsAutomator can drop the entire body of a Notion page — everything you write below the property panel — into your document. In the property picker, choose 📄 Page body for any placeholder, and the page’s content appears at that spot in the document.
- Headings, paragraphs, and lists (bulleted, numbered, to-do, nested)
- Toggles, quotes, callouts, dividers
- Code blocks, equations
- Images, videos, files, PDFs, and audio
- Bookmarks, embeds, link previews
- Columns, synced blocks, child pages, child databases
code, and Property Type Reference
| Property Type | Output | Notes |
|---|---|---|
| Title | Plain text | The page’s title |
| Text (Rich text) | Plain text | Can be flagged as Markdown to preserve inline formatting |
| Number | 299.99 | Respects your column’s Notion format (currency, percent, number with commas) |
| Currency (number format) | $299.99 / €299.99 | Symbol matches the currency you picked in Notion |
| Percent (number format) | 50% | Renders as Notion displays it |
| Number with commas | 1,299.99 | Thousands separators per your automation locale |
| Select | Option name | |
| Multi-select | Option 1, Option 2 | Comma-separated |
| Status | Status name | |
| Date | 21/05/2024 | Honors your automation’s date format. Date ranges render as start – end. Times included when set in Notion |
| Created time / Last edited time | 21/05/2024 | Per automation date format |
| People | Ada Lovelace, Alan Turing | Comma-separated |
| Created by / Last edited by | Name | |
| Files & media | Image(s) or URLs | Map to image placeholders ({{image_*}}) to embed images; other files appear as URLs |
| Checkbox | ✅ or ❌ | |
| URL | https://example.com | Unmodified |
name@example.com | Unmodified | |
| Phone | +1 234 567 890 | Unmodified |
| Formula | Varies | Matches the formula’s result type (text, number, date, or yes/no) |
| Rollup | Varies | Matches the rolled-up property’s type. Multi-value rollups join with , |
| Relation | Comma-joined IDs | Use line items for full expansion into rows |
| Unique ID | INV-42 | Includes the prefix when one is set |
| Verification | verified / unverified | |
| Button | (none) | Button properties have no value |
| Place | (none) | Not currently supplied by Notion |
Line Items from Relations
DocsAutomator turns a Relation property on your database into a{{line_items_N}} row in the template — one row per related page.
- Pick the relation on your primary database.
- Map fields on the related pages to the line-item placeholders (
{{line_items_1_qty}},{{line_items_1_name}}, …). - Sort by any property on the related pages, ascending or descending. With no sort set, line items follow the order you’ve arranged them in on the parent page.
- Nest up to three levels —
{{line_items_1_1_*}}pulls from a relation on the related page,{{line_items_1_2_*}}adds another level beneath that.
E-Signatures
DocsAutomator can collect legally binding e-signatures on documents generated from Notion pages. After a document is generated, it’s routed automatically to one or more signers. In your automation’s output settings, toggle on e-signatures and map each signer’s email and name to a Notion property — for example, map “Client Email” to the first signer’s email and “Client Name” to their name. Multi-signer documents support both sequential (signers sign in order) and parallel (all signers receive the request at the same time) signing. Place e-signature placeholders such as{{esign.signature_1}} and {{esign.date_1}} in your template wherever signatures and dates should appear. Once all signers have completed the document, the signed PDF can be written back to a Notion file property automatically.
Frequently Asked Questions
I need to share another database after I connected Notion
I need to share another database after I connected Notion
I authorized Notion but no databases appear
I authorized Notion but no databases appear
Why does automatic generation take a minute or two?
Why does automatic generation take a minute or two?
Why does the Notion Button method need a paid Notion plan?
Why does the Notion Button method need a paid Notion plan?
What happens if I rename a property in Notion?
What happens if I rename a property in Notion?
Can I render a page's body content (not just properties)?
Can I render a page's body content (not just properties)?
Can I write the PDF back to Notion?
Can I write the PDF back to Notion?
