Stop creating the same documents over, and over, and over again.
Say goodbye to tedious manual tasks and hello to focusing on what truly matters by unlocking your automation superpowers today.
Discover the path to effortless efficiency in managing and creating documents, making your workflow smoother than ever before.
Embrace automation to significantly reduce your workload, allowing you to focus on high-impact tasks while leaving the repetitive work behind.
Unlock substantial time and cost savings by streamlining your processes, making your business operations more efficient and budget-friendly.
This ain't your grandma's automation course
We'll guide you through complex concepts - logic, data routes, variable modifiers, and more - and make you a true document automation expert.
You're no one-trick wonder. Explore the limitless possibilities of creating text files, spreadsheets, images, PDFs, and presentations - with nearly zero coding required.
Conditional sections, pages, tables - you name it. You'll be creating dynamic documents that are customized on the fly with each automation. The only thing smarter than your documents is you.
Need a presentation, proposal, and quote? We'll take you step by step through creating multiple documents in one fell swoop, with Data Routes. You'll be cooking with gas and creating workflows that save you countless hours.
Whether you collect data with Formstack Forms, Airtable, Typeform, Google Sheets - you name it - we'll show you how to use tools like Zapier and Make to leverage your preferred tools to create a document automation workflow tha works for you.
Learn to automate your documents with these industry-leading tools
Simplify the complexities of document automation
We know automating documents can be confusing, because we've been there with you. After countless hours poking and prodding, we've finally tamed the beast and we're here to share our secrets.
Step-by-step tutorials to level up your automation skills
After a quick overview of the tools we'll be using, we dive straight into creating actual documents. Each document section contains a video on how to approach creating a document, as well as hands on videos and downloadable assets so you can confidently do it yourself.
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We've unlocked a few video lessons so you can kick the tires for free... and once you've seen how much time and money you can save, you'll be hooked. And if you don't know, now you know...
Learning isn't linear. We've built our our document automation course to be experienced in your own order and pace. Need a refresher on Formstack Documents? Check out Section 1. Ready to start including some logic in your documents, check out Section 3. The journey is yours.
We have a schedule for upcoming sections and topics - but as paying members you help steer the content we create. Want to dig deeper on a specific topic? Let us know and we can craft up additional videos or sections to tackle what you're struggling with.
Once you're in, you're in. As a paying member, you'll have "lifetime access" to our Document Automation video library. This includes any future videos we create for the course.
*The reality is, at some point we'll probably die and/or need to shut this whole thing down... so there's no need to put this in your will. So I guess "Lifetime Access" is more about our lifetime, than yours... but until something happens, go nuts. Whatever we create is yours for the viewing.
Sign up today and receive lifetime access to all of our content
If you thought automating complex PDFs, word docs, presentations or images was only for hardcore developers... you're wrong. Without coding you can create crazy documents that will make you feel like you've got super powers. We'll show you how to link up to your online forms to start building deliverable assets without code.
If you've spent any time building artifacts at scale, you probably have a library of templates. You've already done half the work - these templates are just waiting to be automated! So instead of creating images for social media, open graph, presentations, advertisements, banners, [the list goes on and on and on...] free up your time so you can do more fulfilling work.
The number of documents businesses create is staggering. Even if you think, "we're paperless - we don't really have documents"... stop and think, do you need contracts, proposals, quotes, applications, business cards, or NDAs? 100% you use a few. And those are just the generic docs. You could be streamlining so much more. Can you afford to keep doing things manually?
So you've designed a killer ad/card/image/deck/etc. Next up... modifying it 500 times with slight copy or image variations over the next 12 months. FML. If you don't see the opportunity here, please close this tab now.
I get it. Why buy when you can build? I mean, you *could* build a custom document generator using an SDK or code. You might even have a bit more control. You could also shingle a roof by hand, but wouldn't you prefer a nail gun?
What people think of our tutorials...
Man, you explain things so clearly and easily, that I can actually watch a 20+ minute video all the way through, not tune out or disengage, and actually retain everything after the fact. I felt like I watched it, and understood, instead of having to just pause and follow along the whole time.
Thank you for this video. The knowledge in this video got me a job at Formstack!
Where did you learn all this stuff???
Amazing! Great content, thank you!
You're my super hero. Many thanks!
Start simplifying your workflows todaySign up
Learn from an industry expert with 10+ years of automation experience
Kyle embarked on his automation journey in 2013 with the creation of his first document automation solution. Since then, his projects have quietly saved clients thousands of hours and nearly $500,000. While Kyle has had the privilege of consulting clients worldwide, his true strength lies in simplifying intricate tech concepts for non-tech individuals, making technology accessible and practical for everyone.
- Founder of No Code COllab
- FormStack Certified Partner
- Winner of Formstack's Practically Genius Award
- No-code development professional
- Consulted for Fortune 500 & Global 500 Clients
Frequently asked questions
Be an early bird and get lifetime access to all of our content.
Early Bird Pricing
For a limited time, get access to all of our current and future content for 50% of the regular price. You will have immediate access to current content and first dibs on all new content.
- 5+ Document templates
- 35+ videos
- 4+ hours of content
- lifetime access
- all future content
- Section on Data Routes
- Sections on Make & Zapier
When all of our content is live, the course price will increase to our full price.
Full Course Features
- 8+ Document templates
- 45+ videos
- 6+ hours of content
- lifetime access
- Any future content updates
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Every person, company, and organization can benefit from document automation. Let us show you how to simplify the complexities and take advantage of the best tools available.