Change a status in Smartsheet. Get a finished document.

When a row is marked ready, your template’s {{tokens}} fill in from it and the finished document is attached to that row and, if you choose, saved to your Google Drive™ folder.

  1. 1A status changes on a row.
  2. 2The template fills in from that row.
  3. 3The file lands on the row, and in Google Drive if you choose.

Tired of one row per document?

Child rows fill a table in the document — many rows, one file.

Start from Word, Google Docs or a fillable PDF — get a .docx or PDF back.

How it works

  1. 1

    Connect Smartsheet

    Connect your Smartsheet account once. The webhook is set up for you.

  2. 2

    Add a document

    Upload a Word or fillable PDF file, or import a Google Doc. Every {{token}} is found for you.

  3. 3

    Map and pick a trigger

    Point each token at a column, an AI prompt or fixed text, then choose the status value that starts a run.

Optional: connect Google to import Google Docs and save copies to Google Drive.

What it handles

  • AI-written fields

    A prompt that reads other columns writes the summary or scope of work.

  • A different document per row

    Branch on a column value to pick another template or prompt.

  • File names from row data

    Build each file name from columns, like {{Client}}-Proposal.

  • PDF out

    Convert the finished document to PDF before it attaches.

  • Status written back

    The row flips to Generated or Error.

  • A sheet built for you

    No sheet yet? One is created with a column per token and the trigger set.

Works with Word, Google Docs and fillable PDFsSaves to Smartsheet and Google Drive

Simple, honest pricing

One subscription unlocks every workflow. Document generation and PDF conversion are included — only AI-filled fields are metered, at $0.05 per call.

Pro Monthly

$10/month

  • Unlimited workflows & document generation
  • Unlimited Word, Google Docs and fillable PDF generation
  • Documents saved to Smartsheet and Google Drive
  • AI-filled fields at $0.05 per call
  • 5-day full-access trial (10 PDFs, 50 AI calls)

Pro Annual

Save 30%

$7/month, billed $84/yr

  • Unlimited workflows & document generation
  • Unlimited Word, Google Docs and fillable PDF generation
  • Documents saved to Smartsheet and Google Drive
  • AI-filled fields at $0.05 per call
  • 5-day full-access trial (10 PDFs, 50 AI calls)

Every account starts with a 5-day free trial: 10 PDF conversions and 50 AI calls included.

Works with Smartsheet accounts on Smartsheet's US region (app.smartsheet.com).

Cancel anytime from the billing portal. Delete your data anytime from Settings.

Common questions

Try it on one sheet

Five days free, no card.

Get started free