SPIRITTDocuPotion

DocuPotion
Templates that fill themselves

SPIRITT fills your DocuPotion templates with live data from your apps, generates PDFs and PNGs, and delivers every finished document while watching your plan's usage.

SPIRITT Workspace input reading Connect me to DocuPotion, with the DocuPotion icon in a compact app tile.

What you can do with DocuPotion.

  • Live data, finished files

    Records from your CRM, store or sheets fill the right template to produce a PDF or PNG.

  • Delivered, not just generated

    SPIRITT sends each file to customers, folders or records before the link expires.

  • Quota checked before runs

    Usage against your plan limit is checked before big batches start.

Get started in three steps.

01

Open your workspace

Start a SPIRITT workspace for the documents you produce from templates.

A workspace connected to documents and knowledge
02

Connect DocuPotion

Connect DocuPotion so SPIRITT can list templates and generate documents.

SPIRITT Workspace input reading Connect me to DocuPotion, with the DocuPotion icon in a compact app tile.
03

Delegate an outcome

Name the template and data source. SPIRITT generates and delivers.

Knowledge, work items, and recurring workflow arrows

Documents out the door

Questions

DocuPotion, with SPIRITT.

01What can SPIRITT do with DocuPotion?+
List your templates, generate PDF or PNG documents from them with dynamic data and check usage against your plan.
02Which formats can it create?+
PDF or PNG, from any template in your account.
03Where does the data come from?+
Your CRM, store, billing, scheduling or spreadsheet apps. SPIRITT maps each field into the template.
04How long do download links last?+
Links are temporary, so SPIRITT delivers or stores each file right after it's generated.
05Can it handle large batches?+
Yes. SPIRITT checks your remaining quota first, then generates documents in batches.
06How do I get started with DocuPotion?+
Open a SPIRITT workspace, connect DocuPotion and name a template and data source. SPIRITT generates the first document.
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