Automate your documents

December 03, 2025

Automation

Document automation: How to get started with Zapier

I spend a good chunk of my time working inside documents, but that doesn't mean I spend time managing those documents. Instead, I use document automation for all the copying, pasting, duplicating, organizing, and notifying. And my human error can't mess things up along the way.

Here's how you can use Zapier to automatically create documents from completed forms, send notifications for newly created files, and create presentations based on text docs—or anything else you want to delegate to the robots.

Automate your documents