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Build My Docs

Turn board data into ready-to-share documents with one click.

Create dynamic, template-based documents with live previews and automation triggers.

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Key Features of Build My Docs

Dynamic Templates

Use your own PowerPoint or PDF templates. Add placeholders like {{Name}} or {{Date}}, and Build My Docs fills them automatically.

Live Document Preview

See how your document will look before you create it — no guessing.

Automation Ready

Set up automations to generate documents when a column changes or a button is clicked.

Attach Generated Files Instantly

All generated files are saved in your board’s Files column automatically.

Sub-Item Table Support

Include subitems in your document as detailed tables or lists.

Email Delivery (Coming Soon)

Soon you’ll be able to email generated files directly to teammates or clients.

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Generate documents in seconds

Fully automated workflows

No Setup Hassle

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Reliability That Top Clients Trust!

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Why Choose Build My Docs

The Smarter Way to Manage Files on monday.com

Eliminates manual document formatting

Works seamlessly inside monday.com views

Saves hours every week on reporting & client deliverables

Keeps brand consistency with reusable templates

Supports both PDF & PPTX output formats

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How It Works –4 Simple Steps to Get Started

Step 1: Upload a Template

Use any PowerPoint (.pptx) file as your base template.

Step 2: Map Your Data

Add merge fields that auto-fill with actual values.

Step 3: Preview Your Doc

Check your document before generating with live preview (available on item view).

Step 4: Generate and Save

Output your document with one click — saved instantly to your Files column.

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Discover How Build My Docs Can Transform Your Workflow

Prepare PPTX Document

Start with your presentation template — ready to fill with dynamic data.

Upload the Prepared Document

Upload your PowerPoint to Build My Docs in just one click.

Select Generated Document Delivery

Choose where your generated file should go.

Create Automation

Set your trigger once. Build My Docs handles the rest automatically.

Document Generation in Action

Watch your personalized document come to life — instantly, and effortlessly.

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Pricing

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What Our Customers Say

“Its seamless!”

We used to copy templates manually every time a new deal closed. Now Build My Docs just generates them automatically inside monday

— Priya S.

Operations Lead

“Saves us time!”

Our client reports are now auto-generated when a status changes.

— Daniel

Project Manager

“Exactly what we needed!”

Build My Docs feels native to monday. We use it for client invoices, contracts, and onboarding docs

— Lina K.

Operations Coordinator

Start Automating Document Creation Today

Transform your board data into client-ready reports in seconds.

No Setup Hassle

Generate documents in seconds

Fully automated workflows

Install Free on monday.com
Book a Demo

Frequently Asked Questions (FAQs)

Q. What file formats are supported?
A.

Currently PPTX (PowerPoint) and PDF are supported.

A.

Yes! You can upload any template with placeholders that match your monday.com columns.

A.

Yes. You can include subitem tables in your templates.

A.

Yes, via monday.com automations — e.g., when a status changes or button is clicked.

 

A.
All generated files are automatically saved to your chosen Files column in the board.
A.

This feature is coming soon — you’ll be able to send generated documents to users or email columns.

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