Automation

Automate document generation using Lark Base Automations. Generate documents automatically when records are created, updated, or when specific conditions are met.

1. Enable HTTP Trigger

1. Go to Template Setup and edit your template.
2. Scroll to the HTTP Trigger section.
3. Copy the webhook URL provided.

Requirements

The template must have Save to Base enabled with an attachment field configured. HTTP triggers are a Pro feature.

2. Set up Lark Base automation

1. Open your Base → Automations.
2. Create a new automation.
3. Add a trigger (e.g. “When record is created”).
4. Add the action Send HTTP Request.
5. Configure: Method = POST, URL = the webhook URL + ?recordId={{record_id}}.
6. Add header: Authorization: Bearer <your API key>.

Webhook URL format:

https://api.automadoc.cc/api/webhook/templates/{templateId}/generate?recordId={recordId}

Outgoing notifications

Receive notifications when documents are generated. Perfect for triggering follow-up automations.

1. In Template Setup, scroll to the Webhook Notification section.
2. Enter your webhook URL.
3. Optionally, add a Bearer token for authentication.

AutomaDoc sends a POST with this JSON body:

{
  "url": "https://api.automadoc.cc/...?expires=...&signature=...",
  "filename": "Invoice-INV-2024-001.pdf",
  "fields": { "Customer_Name": "Acme Corp", "Total_Amount": "1,500.00" }
}

• url — signed download link, valid for 2 hours.
• filename — the generated filename, after the filename pattern is applied.
• fields — the record’s field values used for the generation.

If the Bearer token is set, it is sent as the Authorization header.

Use cases

• Triggering follow-up Lark automations
• Sending Lark Messenger notifications via bots
• Integrating with Lark Approval workflows
• Archiving documents to Lark Docs or Drive