By adding Apps to your Workbase Toolbar, you can automate documents in two steps: (1) select a row of data; then (2) select an App to automate a document with that data:
This is relatively easy to build.
In order for your App to "use data" from your Workbase, you must add that Workbase as a Data Source:
Whenever you add a Data Source to your App, you must provide a mechanism for the end-user to "look up" a specific row within your Data Source table. Add the App to your Workbase Toolbar is such a mechanism (the end-user, i.e. you, will be able to "look up" a row by clicking on it directly from within the Workbase).
As a result of adding the App to your Workbase Toolbar, you have access to variables for each column in your Workbase table. Use these variables to create a document template.
As long as your App is activated, it will appear on your Workbase Toolbar.
You can now select a row of data, then select the App you want to use that data in. You can even select multiple rows at once.