Automate Document Generation from Wrike Projects
TurboDocx integrates with Wrike to automatically generate professional documents, proposals, and presentations directly from your project management data. When a task status changes in Wrike, TurboDocx can automatically create and attach documents to your projects.
See It in Action
Want to see the full workflow before diving into setup? Check out the End-to-End Example — generate a proposal and send it for signature, all from Wrike.
What You Can Create
- Statements of Work (SOWs): Generate comprehensive SOWs from project folders with timelines and deliverables
- Project Proposals: Create proposals from opportunity data in Wrike
- Status Reports: Automatically generate project status reports from task data
- Meeting Summaries: Turn Wrike tasks into professional meeting documentation
- Client Deliverables: Generate client-facing documents from project information
- Executive Summaries: Create management reports from Wrike folder data
Before You Begin
Not a Wrike Admin?
This guide walks you through the entire setup process step-by-step. If you can create a task in Wrike, you can set this up!
You'll need:
- Admin access to your Wrike workspace
- Admin access to your TurboDocx organization
- A template ready in TurboDocx (see How to Create a Template)
- About 5 minutes
How It Works
The Wrike integration uses a status-triggered automation workflow that you configure entirely through the TurboDocx UI:
- Connect Wrike to TurboDocx using your Wrike API key
- Create an automation that specifies which trigger status, folder, and template to use
- When a task status changes to your trigger status, TurboDocx automatically generates the document
- The finished document is attached back to the Wrike task
Guides
| Guide | Description |
|---|---|
| End-to-End Example | Watch the full workflow in action — generate a proposal and send it for signature |
| Setting Up a Wrike Automation | Connect Wrike and create an automation with a trigger status and folder |
| How to Setup Document Generation Automation | Configure an automation to generate documents from a template |
| How to Setup E-Signature Automation | Generate documents and send them for e-signature automatically |
| How to Setup Static Field Mapping | Map Wrike custom fields (revenue, dates, etc.) directly to template variables |
| How to Setup AI Variable Configuration | Configure AI-driven variables that generate content from prompts during automation |
| How to Add Signature Anchors | Configure signature anchor fields in your template for TurboSign |
| Troubleshooting and FAQ | Common issues, solutions, and frequently asked questions |
Workflow Ideas
SOW Generation:
- Create a project folder in Wrike with all deliverables as tasks
- Move the folder to "Generate SOW" status
- TurboDocx generates a comprehensive SOW from all tasks
- Review and send to client
Proposal Automation:
- Create an opportunity in Wrike with project details and pricing
- Change status to "Generate Proposal"
- Review the AI-generated proposal
- Change status to "Send for Signature" for digital signing
Weekly Reporting:
- Create a "Weekly Report" task linked to relevant project tasks
- Every Friday, change the status to "Generate Document"
- Auto-generated report appears in attachments