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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AppRequired
ListRequired
Try ItAppRequired
ListRequired
Drive
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)
