--- title: "Connect DocuGenerate and DoneThat - APIANT.ai" description: "When \"New Document\" fires in DocuGenerate, your agent runs \"Add Project\" in DoneThat, or \"New Project\" in DoneThat to \"Update document\" in DocuGenerate." canonical: "https://apiant.ai/connect/docugenerate-to-donethat" --- # Connect DocuGenerate and DoneThat When **New Document** fires in [DocuGenerate](https://apiant.ai/connections/docugenerate), your agent runs **Add Project** in [DoneThat](https://apiant.ai/connections/donethat), or **New Project** in DoneThat to **Update document** in DocuGenerate. Describe the whole flow and it is built, tested on every scenario and kept running. DocuGenerate **1** trigger DocuGenerate **7** actions DoneThat **1** trigger DoneThat **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DocuGenerate and DoneThat to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What DocuGenerate and DoneThat can do together ### From DocuGenerate to DoneThat - When **New Document** in DocuGenerate then **Add Project** in DoneThat - When **New Document** in DocuGenerate then **Edit Project** in DoneThat ### From DoneThat to DocuGenerate - When **New Project** in DoneThat then **Update document** in DocuGenerate - When **New Project** in DoneThat then **Generate Document** in DocuGenerate Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with DocuGenerate and DoneThat ## Triggers and actions 2 triggers · 13 actions - Trigger **New Document** Triggered when a new document is generated from the selected template. - Action **Delete document** Deletes a generated document from DocuGenerate. - Action **Delete template** Deletes a DocuGenerate template by its ID. - Action **Generate Document** Generates a document from a DocuGenerate template by filling its tags with your data, and returns the stored document with its download link. - Action **Get document** Returns a generated document by its ID, including its name, format, source template and download link. - Action **Get template** Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links. - Action **List documents** Returns all documents generated from a template, newest first. - Action **Update document** Renames a generated document and returns the updated document. - Trigger **New Project** Triggers when a project is created within the lookback window. Recommended Zap poll interval: 1 hour or longer. - Action **Add Project** Creates a new DoneThat project. - Action **Archive Project** Archives or unarchives a DoneThat project. - Action **Edit Project** Updates an existing DoneThat project. - Action **Find Project** Find projects by name (optional filter). - Action **Get Summary** Returns the formatted DoneThat summary for a given date and level (day, week, month, quarter or year). - Action **Search** Search DoneThat task and activity history. ## Each app on its own - [ **DocuGenerate** DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various...](https://apiant.ai/connections/docugenerate) - [ **DoneThat** DoneThat is a time tracking tool that uses AI to understand screen activity and automatically organize work...](https://apiant.ai/connections/donethat) Reviews ## What our customers say ## More from DocuGenerate - [ **DocuGenerate to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docugenerate-to-hubspot) - [ **DocuGenerate to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docugenerate-to-salesforce) - [ **DocuGenerate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docugenerate-to-slack) - [ **DocuGenerate to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/docugenerate-to-google-sheets) - [ **DocuGenerate to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docugenerate-to-gmail) - [ **DocuGenerate to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docugenerate-to-google-calendar) ## More into DoneThat - [ **ActiveCampaign to DoneThat** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-donethat) - [ **Airtable to DoneThat** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-donethat) - [ **Asana to DoneThat** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-donethat) - [ **ClickUp to DoneThat** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-donethat) - [ **Discord to DoneThat** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-donethat) - [ **Brevo to DoneThat** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-donethat) Questions ## DocuGenerate and DoneThat, answered ### ### What can start an automation from DocuGenerate? Any of DocuGenerate's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DoneThat when something happens in DocuGenerate? Any of DoneThat's 6 actions, including Add Project, Edit Project, Find Project and Get Summary. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DoneThat to DocuGenerate? Yes. When something happens in DoneThat, your agent can act in DocuGenerate too. This page covers both directions: DoneThat's triggers and DocuGenerate's actions are listed here as well. ### ### Do I have to build a connector for DocuGenerate or DoneThat? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use DocuGenerate and DoneThat without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.