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Create Excel Doc from Podio

Create Excel Doc from Podio

Create Excel Doc from Podio

Create Excel Doc from Podio

Create Excel Doc from Podio

Streamline the creation of investor packets by automating data transfer from Podio to Excel, which generates a ready-to-send multi-page PDF document for potential investors.

Streamline the creation of investor packets by automating data transfer from Podio to Excel, which generates a ready-to-send multi-page PDF document for potential investors.

Streamline the creation of investor packets by automating data transfer from Podio to Excel, which generates a ready-to-send multi-page PDF document for potential investors.

APPS:

Rachel Mendoza @ Buyers Club / FasterFunds Lending

Who it's best for: This Zap can be used for anyone looking to automate a systematized document through Excel.

Problem

  • As a hard money lending business, we frequently send detailed property information to our finance partners. Creating these lender packets manually is time-consuming.

Solution

  • A workflow that pulls property data from Podio, adds it to an Excel template, which then automatically generates a 6-page PDF document for investor review.

  • We utilize Podio as our CRM, and it handles most of our data collection. If you use Podio and are looking to create documents, this is a perfect Zap to use.

How it works

When a property field is updated in Podio.

Then:

  1. Automatically add a new row in the Excel template on OneDrive with the updated property data.

  2. (via another Zap) Excel generates a 6-page document based on the template.

Impact

⏱️ Quickly get information about a property our finance partners via Lender packets

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