Google Docs + Workiom
Generate Google Docs documents from templates each time new records are created in Workiom
Keep your Google Docs up-to-date with new Workiom records using this workflow. Whenever a new record is added in Workiom, a corresponding document will be generated in Google Docs using a chosen template. This seamless coordination between the two platforms ensures your documents stay relevant and organized, saving you from manual data entries.
Keep your Google Docs up-to-date with new Workiom records using this workflow. Whenever a new record is added in Workiom, a corresponding document will be generated in Google Docs using a chosen template. This seamless coordination between the two platforms ensures your documents stay relevant and organized, saving you from manual data entries.
- When this happens...New Record
Triggers when a new record is added.
- 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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