Auto-fill TemplateDocs documents with data from any page
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
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Free for individuals. No CC required.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate TemplateDocs in the browser
Trigger TemplateDocs document generation from inside a CRM record or project tool with one click
Automatically pull variable data from the current page and map it to TemplateDocs template fields
Deliver generated documents to Slack, email, or a shared folder without leaving the source app
Enforce consistent document templates across your team. Pre-fill fields to reduce blank or incorrect submissions.
Unlike Zapier or iPaaS, PixieBrix works in the browser where the source data lives. No batch delays, and generation is instant.
AI Copilot can suggest or draft variable content for TemplateDocs fields based on page context
Integrate TemplateDocs with 3000+ apps
TemplateDocs frustrations that cost your team hours every week
  • Manually copying data from CRMs, forms, or other web apps into TemplateDocs variable fields before generating a document
  • Context switching between TemplateDocs and the source data tool when generating contracts, proposals, or reports
  • Repetitive data entry when documents need to be generated from records that already exist in another system
  • No quick way to trigger document generation directly from a CRM record, helpdesk ticket, or project management tool
  • Post-generation steps — downloading the file and sharing it — require additional manual work across multiple tabs

Chat with AI to create your first custom workflow

Extract the client name, company, and project details from this CRM record and generate a TemplateDocs proposal
List all the variable fields on this page that should be mapped to a TemplateDocs contract template
Use the data on this page to populate a TemplateDocs report template and summarize the key metrics
Extract the new hire's name, role, and start date from this page and generate a TemplateDocs onboarding doc
Pull the line items and total from this order page and generate a TemplateDocs invoice
Review the TemplateDocs output on this page and flag any fields that appear blank or incorrect

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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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