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What is AutomaDoc?

AutomaDoc is a document automation tool. You write a template once (a Word, Excel or PowerPoint file with placeholders such as {Customer_Name}) and AutomaDoc fills it with your data to make finished documents: one at a time, hundreds at once, or automatically. No manual copy-pasting.

Your data can stay where it already lives. AutomaDoc reads it from the platform you use:

Platform What AutomaDoc reads Status Start here
Microsoft 365 Excel workbooks, SharePoint lists, Dataverse tables, Power Automate flows Available Microsoft 365
Google Workspace Google Sheets Available Google Workspace
Lark Lark Base records and Lark Approval requests Available Install it in Lark
Document API JSON sent by your own systems Available API reference

See Choose your platform for what each one needs.

Perfect for

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Contracts & agreements

Generate customized contracts from client data.

Reports & summaries

Create consistent reports from your database.

Certificates & awards

Bulk generate personalized certificates.

Invoices & quotes

Transform records into formatted documents.

Letters & communications

Personalize mass communications.

Any repetitive document

If you’re copying data into Word docs, we can automate it.

How it works

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  1. Write a template: use your existing Word (.docx) document, an Excel (.xlsx) or PowerPoint (.pptx) file, or build one in the template designer.
  2. Add variables: mark data fields with simple placeholders like {Customer_Name}.
  3. Bring your data: open AutomaDoc next to your data (in Excel, Google Sheets or a Lark Base), or send it through the document API.
  4. Generate documents: create single documents or bulk generate hundreds at once.
  5. Send them where they belong: download them, save them back next to the data they came from, or send them out for e-signature.

Key features

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🎯 Simple variable syntax

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Use {Field_Name} placeholders in your templates, with loops, conditions, filters, pictures, QR codes and barcodes. See the template syntax reference.

📦 Bulk generation

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Generate hundreds of documents in seconds, with progress tracking, or one document from many records: a list, a page per record, or a sheet of labels.

🎨 Dynamic filenames

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Create organized filenames with patterns like Contract - {Customer_Name} - {Date}.docx or Invoice_{Invoice_Number}_{Year}.docx.

📄 PDF support

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Convert generated documents to PDF automatically, and add the files attached to a record to the PDF. See Attachments inside the PDF.

🖼️ Image compression

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Automatically compress images in your documents to reduce file size while maintaining quality.

✍️ E-signature

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Send a generated document out for signature by link, on every plan. See E-signature.

🤖 Automation

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Generate with nobody clicking: from your own systems through the document API, from a Power Automate flow with the AutomaDoc connector, from a Lark Base automation through the HTTP trigger, and from approved Lark Approval requests. See Automation.

🌍 Multi-language support

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Interface available in English, Chinese, Bahasa Indonesia, Spanish, Vietnamese, Thai and Japanese.

Plans and pricing

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One plan covers your company on every platform it uses.

Free plan

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  • ✅ 2 templates per organization
  • ✅ 30 generations per month
  • ✅ Word, Excel, PowerPoint, PDF and PNG output
  • ✅ Image compression
  • ✅ Single and bulk generation
  • ✅ All template syntax: variables, loops, conditions, filters, images, QR codes and barcodes
  • ✅ E-signature: send documents to be signed by link
  • ✅ The document API, counted against the monthly allowance
  • ✅ Documents from Lark Approval requests
  • ⚠️ Rate limited to 2 generations per minute, per organization
  • ⚠️ 30-second delay before each generation
  • ⚠️ A small “Generated with AutomaDoc” footer line on documents

Starter and Business, per seat

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A seat is for one named person. Colleagues without one stay on Free.

  • ✅ Starter: unlimited documents generated by hand, no delay, no footer line, and documents saved back next to your data
  • ✅ Business: everything in Starter, plus the HTTP trigger, the webhook callback, the status written back to your data, and 20,000 automated documents a year per seat
  • ✅ 10 templates for your company

Pro plan

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For the whole company. Everything in Free, plus:

  • ✅ Everyone in your company, with no seats to assign
  • ✅ 10 templates included, more available for purchase
  • ✅ Save documents back next to your data
  • ✅ Write the generation status back to your data
  • ✅ HTTP triggers, the document API and outgoing webhook notifications
  • ✅ No monthly cap, no rate limiting, no delays, no footer line
  • ✅ Priority support

Document packs

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1,000, 5,000 or 50,000 documents, paid once and valid for 12 months, for when the free monthly allowance is used up.

See Plans, seats and packs for the full comparison and how documents are counted, and Paid features for the 14-day free trial.

Getting started

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Ready to automate your documents?