Create new PDF documents in Google Drive from new items in Monday
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.
Apps Included
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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.
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