How to Generate Excel (.XLSX) Documents in Zapier Using Documentero
Looking for a way to generate Excel spreadsheets in Zapier workflows automatically? With Documentero, you can easily create .xlsx files based on dynamic templates and populate them with data from any app connected through Zapier.
Whether you’re building reports, invoices, or dashboards, Documentero helps you create professional Excel documents using your own template and data from tools like Google Forms, Typeform, Airtable, or any other Zapier-compatible app.
🚀 What is Documentero?
Documentero is a powerful document automation platform that lets you create documents based on customizable templates. It supports various formats like DOCX, PDF, and XLSX (Excel) and offers integrations via Zapier to automate your workflows without writing code.
✅ Why Use Documentero to Generate Excel in Zapier?
- Supports advanced Excel features: formulas, PivotTables, PivotCharts, images, QR codes, and conditional formatting
- Fully automatable: works with Zapier, Make.com, and other workflow tools
- Dynamic placeholders: control exactly what goes where with template tags like
{name},{amount}, etc. - Send documents as email attachments (optional)
- Supports bulk data for generating entire table rows, not just single cell values
🧩 How to Set It Up
Follow these simple steps to generate Excel documents from Zapier using Documentero:
1. Create Excel .xlsx Template
Start by creating an .xlsx template in Microsoft Excel or Google Sheets and insert placeholder tags in the cells you want to populate dynamically. Example:
Customer: {name}
Order Total: {total}
Date: {order_date}
You can also include advanced Excel features like formulas, charts, and formatting.
2. Upload the Template to Documentero
Log into your Documentero account and upload the .xlsx file.
The app will automatically scan the document and detect all placeholder fields (e.g., {name}, {total}), along with their types.
3. Connect Zapier to Documentero
- Go to your Documentero account page
- Click on your avatar → Your Account
- Copy your API key
Next, in Zapier:
Use this link to open the integration:
👉 Zapier Documentero IntegrationAuthorize Zapier to connect with your Documentero account using your API key.
4. Build Your Zap
Create a new Zap in Zapier. Choose your trigger app (like Airtable, Google Forms, Typeform, etc.) and then add Documentero as the action.
Available Documentero Actions:
🔧 Generate Document
(Creates Word or Excel or PDF document based on template)📧 Generate Document and Send as Email Attachment
(Creates document and automatically sends it as an attachment)
Select the document template you uploaded earlier and map all the dynamic fields to data from your trigger app.
5. Test Your Zap
Run a test to make sure everything works smoothly. You should see a fully populated .xlsx file generated by Documentero — optionally sent via email.
🎯 Use Cases
- Automated invoice or receipt generation
- Dynamic dashboards or sales reports
- Custom client reports with charts and tables
- Inventory sheets or logistics data exports
- HR documents like payslips or timesheets
🧠 Final Thoughts
With Documentero and Zapier, generating Excel (.xlsx) documents is fast, easy, and scalable. Say goodbye to manual copy-paste work — automate your reporting, form submissions, and data exports in minutes.
💡 Start your workflow today with the Zapier Documentero Integration and bring Excel automation to your business.
