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

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

Apps used in template



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.

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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.

Add Board Subscribers

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

Add a Column to a Board

Adds a new column to a specific board.

Add a File to a File Column Value

Adds a file to a file column value.

Add a File to an Update

Adds a file to an existing update.

Google Drive
Copy a File

Makes a copy of an existing file.

Create a Board

Creates a new board.

Google Docs
Create a Document

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

Google Docs
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.

Google Drive
Create a File from Text

Creates a file from a text plain.



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