Use previews to validate your template, mappings, and tables before turning on automation.
1
Preview
Open your automation and click Generate Preview.
The app fetches a sample task and produces a watermarked PDF document. Previews do not count toward usage.
2
Generate final document
When you are satisfied with the preview, you can copy and paste the webhook into ClickUp and start generating your documents.
The finalized document is attached to the ClickUp task and listed in Generated Documents.
Tips
If the preview is empty or missing data, verify field mappings, that you pasted the exact tokens from the UI, and that your list has at least one task with data.