Automate PDF generation

Regenerate branded PDFs automatically when documents change — on edit, on a schedule, or on demand.

Automations watch a set of documents and generate PDFs from them without anyone clicking a button. Point one at a folder, pick a template, choose a trigger, and every edit ships as an up-to-date, branded PDF.

The Automations page

Create an automation

In the left sidebar, open Automations and click New Automation. A five-step wizard walks you through:

1. Basic Info

Name the automation and optionally describe what it does.

2. Source — what to watch

Local Folder — a folder inside your EverDoc project.
Google Drive (sync) — a folder in your connected Google Drive. Markdown files under it are imported automatically; updated files and generated PDFs are saved back to the same path. (Requires Google Drive connected in Settings → Integrations.)
OneDrive (sync) — the same sync flow for a connected OneDrive folder.

A File Pattern (default *.md) filters which files the automation processes.

3. Output — where PDFs go

For cloud sources (Google Drive or OneDrive), choose the Render folder — or keep "Same as import folder" to drop each PDF next to its .md source. Only PDFs go to the render folder; your source Markdown stays put.
For local sources, pick an output folder in EverDoc, Google Drive, or OneDrive.
Choose the Template to render with, and whether to Preserve folder structure in the output.

4. Trigger — when to run

Manual Only — run it yourself with Run Now.
On Document Edit — regenerate PDFs the moment a watched document is saved.
Scheduled — every hour, daily at midnight, weekly on Monday, or monthly on the 1st.

5. Create

Review and click Create.

Run and monitor

Each automation card shows its status, trigger, and last run. From the card you can:

Click Run Now to trigger it immediately.
Open ⋮ → View History to see every run: files processed, files failed, duration, and error logs for anything that failed.
Enable/Disable it temporarily, Edit it, or Delete it.

Plan limits

The number of automations is plan-dependent (1 on Free, 10 on Team, unlimited on Business and Enterprise) — see Plans, billing & usage.