Recipe

Welcome to the heart of Documotor: the recipe. Simply put, it's a set of instructions Documotor follows to generate documents. Thus, a recipe is a sort of a blueprint for documents. It defines which data is inserted where in a document. Whether you're automating a business report, a sales proposal, or a financial statement, you can cook up a recipe to get you there.

The process is straightforward yet powerful. Data is sent to Documotor and fed into the recipe, where it can be processed and inserted into the Word, PowerPoint or Excel template. The final product is a precisely formatted document, available in its original format or as a PDF, including accessible versions.

The recipe is divided into a data transformation and a template. The data transformation and a template are highly complementary and depend on each other. Together, they create a set of instructions that turns your automated data pipeline into an automated document pipeline.

 

Template

In Documotor, a template serves as the structural foundation for your documents. It's typically a Word, PowerPoint, or Excel file, including both the visual design elements and the dynamic functionalities necessary for document automation.

Therefore, a template in Documotor is a blend of static and dynamic components. The static elements define the consistent visual aspects of your documents - things like the layout, branding elements, headers, footers, and any other fixed design or text features. These elements ensure that every generated document maintains a consistent, professional appearance aligned with your organization's branding guidelines.

Alongside these static elements are dynamic elements, called bindings. These are placeholders within the template that are designed to be bound to specific data points. In this way, bindings define which data gets inserted and where. With a steady flow of data of the same structure, you can easily create new documents from the same template. This dynamic feature is what makes each generated document both unique and precisely tailored to specific requirements.

Overall, a template in Documotor is more than just a file – it's a sophisticated tool that combines design consistency with customized data integration, ensuring that each document produced is not only visually appealing but also highly relevant and personalized. Of course, it still is a simple docx, pptx, or xlsx file.

 

Data transformation

In Documotor, a data transformation prepares your data for document automation. It can be thought of as an advanced version of Excel formulas; just as they refine data from tables, data transformations refine data from JSON. A typical data transformation involves applying a series of formulas to your data, refining and manipulating it to ensure its structure fits your template.

These transformations are often essential to format data to the specific needs of your documents. They handle various tasks, from basic operations like sorting and filtering to more complex functions such as conditional formatting and data aggregation. This process ensures that the data not only fits seamlessly into the template, but also enhances the overall clarity and effectiveness of the final document.

The power of transformations is in the fact that Documotor ensures that the data you input is not just transferred onto a document but is also processed to align with your document’s layout and design requirements. This step is key to creating documents that are not only accurate, but also professionally presented and customized to your needs.