Google Docs + Skool
Create new Google Docs documents from answered membership questions in Skool
When a new response to membership questions is received in Skool, this workflow instantly generates a document in Google Docs using a pre-set template. This automation streamlines your note-taking process, ensuring that every piece of important information from Skool is neatly filed and ready for future reference in Google Docs. It saves time and eliminates the risk of misplacing crucial member insights.
When a new response to membership questions is received in Skool, this workflow instantly generates a document in Google Docs using a pre-set template. This automation streamlines your note-taking process, ensuring that every piece of important information from Skool is neatly filed and ready for future reference in Google Docs. It saves time and eliminates the risk of misplacing crucial member insights.
- When this happens...Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
- 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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Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Try ItEmail AddressRequired
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?
New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Try ItEmail AddressRequired
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)
