Google Docs + Process Street
Create documents from templates in Google Docs for new data set records in Process Street
Effortlessly manage and organize your data by generating Google Docs when a new record is added to your Process Street data set. With this workflow, each time a new record is created in Process Street, a customized document will be produced from a Google Docs template. Save time and streamline your document creation process while ensuring all your important data is captured in a consistent format.
Effortlessly manage and organize your data by generating Google Docs when a new record is added to your Process Street data set. With this workflow, each time a new record is created in Process Street, a customized document will be produced from a Google Docs template. Save time and streamline your document creation process while ensuring all your important data is captured in a consistent format.
- When this happens...Data Set Record Created
Triggers when a new record is added to a data set.
- 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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