Clay (clay.earth) + Google Docs
Create notes in Clay (clay.earth) for new documents in Google Docs folders
This workflow connects Google Docs and Clay to streamline your note creation process. Whenever a new document is added to a specified folder in Google Docs, a new note is immediately created in Clay. This saves time, removes the tedious task of manual data entry, and ensures your information in Clay is always up to date with your latest documents.
This workflow connects Google Docs and Clay to streamline your note creation process. Whenever a new document is added to a specified folder in Google Docs, a new note is immediately created in Clay. This saves time, removes the tedious task of manual data entry, and ensures your information in Clay is always up to date with your latest documents.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!Create Note
Creates a note for a specified contact (using the contact's email, full name, or Twitter handle)
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New Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
DocumentRequired
Start position (Index)Required
End position (Index)Required
Formatting Options
Font size (points)
Font family
Text color (hex)
Background color (hex)
Segment ID
Tab ID
Drive
Folder
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)
DocumentRequired
Find textRequired
Replace text
Match case
DocumentRequired
Image URLRequired
Insert position (Index)Required
Width (points)
Height (points)
Segment ID
Tab ID
