1.Detects new task checked
Integrate Process Street and checklist tools to detect a weekly bulletin task checkoff and start the workflow.
Build Sunday bulletin from checklist and archive for team
Automatically monitor bulletin checklist task checkoffs across Process Street and Google Sheets. Create and update when checklist tasks checked, bulletin dates matched, or weekly items completedβso you can format announcements, generate drafts, and archive links without manual paperwork.
How this automation accelerates your bulletin drafts
When checklist checkoffs happen, delays can stall weekly coordination and cause inconsistent bulletin content. This automation looks up announcement details, formats the draft, creates and archives a Google Doc, and writes the link back to the checklistβso teams publish faster.
Process Streetor swap with your favorite app
2.Looks up matching bulletin row
Integrate Google Sheets and spreadsheet tools to look up the row by checklist date and retrieve announcement details.
Google Sheetsor swap with your favorite app
3.Converts markdown to HTML
Integrate Formatter by Zapier and data formatting tools to format the date and convert announcement markdown into HTML.
Formatter by Zapieror swap with your favorite app
4.Creates document from template
Integrate Google Docs and template tools to create a dated draft and populate it with converted HTML content.
Google Docsor swap with your favorite app
5.Moves doc to archive folder
Integrate Google Drive and file storage tools to move the created document into the archive folder and prepare a shareable link.
Google Driveor swap with your favorite app
6.Updates checklist with doc link
Integrate Process Street and workflow tracking tools to write the document link back to the original checklist entry.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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