Create Google Docs documents from templates for new MaintainX work orders
This workflow initiates when there's a New Work Order in the MaintainX app, leading to a Document creation from a Template in the Google Docs app. Streamline your workflow by instantly producing a document every time a Work Order occurs in MaintainX, ensuring all your necessary documentation is prepared in Google Docs, reducing manual data input and enhancing record-keeping efficiency.
This workflow initiates when there's a New Work Order in the MaintainX app, leading to a Document creation from a Template in the Google Docs app. Streamline your workflow by instantly producing a document every time a Work Order occurs in MaintainX, ensuring all your necessary documentation is prepared in Google Docs, reducing manual data input and enhancing record-keeping efficiency.
- When this happens...New Work Order
Triggers when a new work order is created.
- 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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One of Categories
Show costs on Work Order event
Try ItOne of Statuses
Try ItConversationRequired
ContentRequired
TitleRequired
Description
Priority
due date
start date
users
teams
procedure template
location
asset
categories
New Work Order
Triggers when a new work order is created.
Try Itwork orderRequired
Choose Existing Categories To AddRequired
work orderRequired
ContentRequired
TitleRequired
Description
Priority
location