Atlas AI Revenue Engine + Google Docs
Create Google Docs documents from templates when calls are completed in Atlas AI Revenue Engine
Whenever a call is completed in the Atlas AI Revenue Engine, a corresponding document is instantly produced in Google Docs using this productivity-enhancing automation. This workflow takes the data from your completed calls and transforms it into a structured document, saving you the time and effort of manual data entry. Experience a seamless bridge between your sales calls and document creation, making record-keeping simpler and more efficient.
Whenever a call is completed in the Atlas AI Revenue Engine, a corresponding document is instantly produced in Google Docs using this productivity-enhancing automation. This workflow takes the data from your completed calls and transforms it into a structured document, saving you the time and effort of manual data entry. Experience a seamless bridge between your sales calls and document creation, making record-keeping simpler and more efficient.
- When this happens...Call Completed
Triggers when a call is completed in the selected campaign.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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CampaignRequired
Try ItCampaignRequired
Phone NumberRequired
Customer First NameRequired
Customer Last Name
Dynamic information about the customer
Scheduled Date
Drive
Folder
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
CampaignRequired
Try ItNew Document
Triggers when a new document is added (inside any folder).
Try ItDocumentRequired
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
