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by TheMagicHorsey 2071 days ago
David, I wish you would build some tools to help us build custom document management functions.

One of the challenges of highly regulated verticals is that we have to produce a lot of paperwork for regulators. This paperwork is documents in a particular format (from templates we create) but is populated by data from various databases (and other sources like JIRA, google docs, etc.).

If we could program custom logic that pulls data from our various sources to create an exportable document (PDF) based on the data all over our organization, we could replace two dozen document management people with one script ... and have it be more accurate to boot.

2 comments

Hi, thank you for the message! That is a very interesting use case. Do you mind emailing me at david AT retool? We've previously built something like this, but for Excel (you upload an Excel template, and we pull in data from various APIs [e.g. SFDC, JIRA, etc.] and fill it into the xlsx file). If you're interested in using Retool for it, I'd love to chat and learn more about the use case. (I bet there are many others who have a similar use case, hah.)
Hi,

I’m interested in understanding what it is you need exactly.

I’m working on something that may have overlap.

let me know how I can get in touch!