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 this happens...
Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
TriggerPolling
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.
ActionWrite

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Supported triggers and actions

Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Trigger
Polling
Try It
- Email AddressRequired
Action
Write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
Try It
- DocumentRequired
Trigger
Polling
Try It
- Drive 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)
Action
Write

- DocumentRequired
- Find textRequired
- Replace text
- Match case
Action
Write
- DocumentRequired
- Image URLRequired
- Insert position (Index)Required
- Width (points)
- Height (points)
- Segment ID
- Tab ID
Action
Write

- Document NameRequired
- Document ContentRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- DocumentRequired
- Background color (hex)
- Page width (points)
- Page height (points)
- Top margin (points)
- Bottom margin (points)
- Left margin (points)
- Right margin (points)
- Page number start
- Use different first page header and footer
- Use different even page header and footer
Action
Write
- Drive
- Folder
- Document NameRequired
Action
Search
- Document IDRequired
Action
Search

New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Trigger
Polling
Try It
- Email AddressRequired
Action
Write
- Drive
- Folder
Trigger
Polling
Try It
- Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
Action
Write
- FileRequired
- Specify Document Name
- Drive
- Folder
Action
Write
- 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
Action
Write
- DocumentRequired
- Text to insertRequired
- Insert position (Index)Required
- Segment ID
- Tab ID
Action
Write
- DocumentRequired
- Select which image to replaceRequired
- New image URLRequired
- Select which tab the image is in
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search
- Drive
- Folder
- Document NameRequired
- Document ContentRequired
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write

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