ChatSpark + Google Docs
Create documents from templates in Google Docs for new leads in ChatSpark
Boost your efficiency with this streamlined process. Whenever a new lead comes in through ChatSpark, this workflow will swiftly generate a new document in Google Docs using a predetermined template. It not only reduces manual data entry but also ensures consistent formatting for all your leads, allowing you to focus more on nurturing those relationships.
Boost your efficiency with this streamlined process. Whenever a new lead comes in through ChatSpark, this workflow will swiftly generate a new document in Google Docs using a predetermined template. It not only reduces manual data entry but also ensures consistent formatting for all your leads, allowing you to focus more on nurturing those relationships.
- When this happens...New Lead
Triggers when a new lead 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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Bot Name
Try ItDrive
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)
DocumentRequired
Find textRequired
Replace text
Match case
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?
FileRequired
Specify Document Name
Drive
Folder
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
