Turn a row in Smartsheet
into a finished document.
Upload a Word template, map {{tokens}} to your sheet columns, then watch the finished file land back on the row the moment it's marked ready.
Workflow
How it works
Connect Smartsheet
One-click OAuth. We handle token refresh and webhook setup for you.
Upload & map
Bring your own .docx, Google Doc, or fillable PDF. We parse every {{token}} (or PDF form field) and let you wire each one to a column or an AI prompt.
Trigger & attach
When a row's status flips to “Generate Document”, we fill the template and attach the result back to that row.
Hit a wall?
Sound familiar? We got you.
You love Smartsheet for the workflow — but the moment a row needs to become a real document, you're back to copy-paste, manual exports, or stitching together add-ons. These are the problems this tool solves.
“I'm copying row data into a Word doc by hand.”
Upload the template once. Every {{token}} auto-fills from the row and the finished file attaches back — no copy-paste, ever.
“I need an AI-written paragraph from a few columns.”
Wire any token to an AI prompt that references your columns. Scopes of work, summaries, intros — written for you on every run.
“Different rows need different documents.”
Branch on any column value — proposal vs. change order vs. invoice — and pick a different template, filename, and AI prompt for each path.
“I need to combine multiple rows into one document.”
Multiple rows merge into a single document automatically — no more cramming 200+ columns onto one row to keep everything together.
“Generating docs is a daily manual task.”
Flip a status column and the file appears on the row minutes later. Webhook-driven, hands-free, runs while you sleep.
“I lose track of which doc belongs to which row.”
Custom filenames from row data, attached to the originating row, with status flipped to Generated or Error so nothing slips.
Token mapping
Map every token, your way
Each {{token}} in your template can be wired up however you need — pull straight from a column, generate with AI, or drop in a static value.
Direct column mapping
Point a token at a Smartsheet column and we drop the cell value straight into the document.
AI-generated content
Write a prompt that references other column values and let Lovable AI fill in the blank — perfect for SOWs, summaries, and scopes of work.
Static text
Hard-code a value once and reuse it across every generated doc. Great for boilerplate, legal lines, or signatures.
Status-column trigger
Pick any dropdown column as the trigger. When a row flips to your chosen value, the workflow runs automatically.
Auto-build your sheet
No sheet yet? We'll create one in the workspace and folder you pick, with a column for every token plus a status column wired up as the trigger.
Attaches back to the row
The finished document lands as an attachment on the exact row that triggered it, and the status flips to Generated (or Error) so your team sees it instantly.
Formats
What we support
Pricing
Simple, honest pricing
One subscription unlocks every workflow. PDF conversion and AI calls are billed as you use them — no surprise tier upgrades.
Pro Monthly
$10/month
- Unlimited workflows & document generation
- Unlimited Word, Google Doc, and fillable PDF generation
- Unlimited AI token-mapping calls
- 5-day free trial (10 PDFs, 50 AI calls)
Pro Annual
$7/month, billed $84/yr
- Unlimited workflows & document generation
- Unlimited Word, Google Doc, and fillable PDF generation
- Unlimited AI token-mapping calls
- 5-day free trial (10 PDFs, 50 AI calls)
Every account starts with a 5-day free trial: 10 PDF conversions and 50 AI calls included.
Cancel anytime from the billing portal. Delete your data anytime from Settings.
Start your 5-day free trial
No card required. 10 PDF conversions and 50 AI calls included. Connect Smartsheet, upload a template, and generate your first document in minutes.
Get started free