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Monday
Google Docs
Google Drive

Create new PDF documents in Google Drive from new items in Monday

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This template periodically checks for new items in Monday and uses the retrieved items' information to create new templated PDF documents in Google Drive.

The template expects your Monday board to have these columns besides the default ones:

  1. Note as text
  2. Email as text
  3. Phone number as number

If your column set is different, you will need to spend a bit more time on template configuration. We recommend to setup a test board with the needed columns, go through the template configuration, and run the saved scenario once. After you succeed, you should be able to edit the scenario to fit your business needs with data from a real Monday board and with a real Google Docs template.

The template is using this sample Google Docs template as the source for creating the final PDFs.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Categories
Files & Documents
Project Management
Project Management

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Monday
Add Board Subscribers

Adds subscribers to a board by their IDs and the board ID.

Action
Monday
Add a Column to a Board

Adds a new column to a specific board.

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Add a File to a File Column Value

Adds a file to a file column value.

Action
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Add a File to an Update

Adds a file to an existing update.

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Copy a File

Makes a copy of an existing file.

Action
Monday
Create a Board

Creates a new board.

Action
Google Docs
Create a Document

Creates a new Google document by adding the content of HTML format.

Action
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Create a Document from a Template

Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.

Action
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Create a File from Text

Creates a file from a text plain.

Action

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