How It Works
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How It Works

From Data to Documents
in Four Steps

TemplaTeks transforms how you create documents. Connect your data, design your templates, and let automation do the rest.

01

Connect Your Data

TemplaTeks pulls data from wherever it lives. No manual export. No copy-paste. Direct connection.

Excel spreadsheets & CSV files
SQL databases (PostgreSQL, SQL Server, MySQL)
GIS files (Shapefiles, GeoJSON, geodatabases)
REST APIs and web services
02

Design Your Templates

Create templates that match your exact requirements. Design once, reuse forever.

Dynamic fields that pull data automatically
Calculated values (sums, averages, formulas)
Conditional sections (show/hide based on data)
Professional formatting (headers, footers, breaks)
03

Generate Documents

Click a button. Get your documents. All calculations verified automatically.

Single documents in seconds
Batch generation (hundreds at once)
Scheduled generation (daily, weekly, monthly)
All calculations verified automatically
04

Deliver Professional Output

Output in the format your clients and regulators need. Pixel-perfect, every time.

PDF (archival quality, digitally signed)
Word (.docx for client editing)
Excel (for data appendices)
Combined document packages
Capabilities

Everything You Need

Comprehensive features designed for technical document automation.

Data Integration

  • Excel & CSV import with automatic type detection
  • SQL database connections with live queries
  • GIS/Shapefile processing with coordinate system handling
  • API integrations for live data
  • Data validation and error checking

Template Engine

  • WYSIWYG template design
  • Dynamic field mapping with formulas
  • Conditional logic (if/then/else)
  • Loops for tables, lists, and repeated sections
  • Master templates with variations
  • Version control for templates

GIS & Spatial

  • Shapefile and GeoJSON processing
  • Coordinate system transformations
  • Spatial analysis (buffers, intersects, nearest)
  • Automatic map generation
  • Attribute extraction and formatting

Output & Delivery

  • Professional PDF with exact formatting
  • Word documents for collaborative editing
  • Excel workbooks with formulas preserved
  • Batch processing (hundreds of documents)
  • Scheduled generation and delivery

Ready to See It in Action?

Request a demo and we'll walk you through TemplaTeks with examples relevant to your specific workflows.