Create new PDF documents in Google Drive from new items in Monday
Apps used in template
About
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:
- Note as text
- Email as text
- 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.
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Easily edit the Resume with relevant details from Google sheets
The document template is found on Google Docs
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this example Spreadsheet and this example Google Doc.
Every time a new task is created in ClickUp, Make will automatically add that task's info to a new row in your Google Sheets. The template uses this example spreadsheet.
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically create a new task in ClickUp. The template uses this example spreadsheet.
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.
Adds subscribers to a board by their IDs and the board ID.
Adds a new column to a specific board.
Adds a file to a file column value.
Adds a file to an existing update.
Makes a copy of an existing file.
Creates a new board.
Creates a new Google document by adding the content of HTML format.
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.
Creates a file from a text plain.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make
Trusted by 500,000+ Makers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."