Docs Builder
Generate documents from template and export in pdf format.
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Generate documents from template and export in pdf format.
Last updated
Was this helpful?
Introducing Docs Builder, a powerful integration designed to revolutionize document creation within monday.com. Bid farewell to manual processes and embrace an efficient workflow with Docs Builder.
Generate PDF documents seamlessly from Google Docs templates, replacing placeholders with real-time data from your monday.com boards. This automated approach ensures precision and consistency in every document.
Key Features:
Effortless Integration: Find "Docs Builder" in the monday.com Marketplace, install it, select your target board, and follow the prompts for setup.
Template Preparation: Create a Google Docs template with designated placeholders (e.g., {{CustomerName}}, {{InvoiceNumber}}) and save it in Google Drive.
Create a Recipe: Customize a recipe to your needs, choosing where to save the generated PDFs.
Generating PDF Files: When you run your recipe, Docs Builder automatically starts the document generation process.
Output File Placement: PDFs are saved based on your column selection during recipe creation.
Use Case Example:
Imagine you run a small business and need to create invoices for your clients. With Docs Builder, this process is a breeze.
Set up a Google Docs template with placeholders like {{CustomerName}}, {{InvoiceNumber}}, and {{AmountDue}}. In your monday.com board, you have an item with details like Name: John Doe, Invoice: INV-001, Amount: $1000.
With Docs Builder, these details are seamlessly integrated into your template, resulting in a complete, professional invoice ready for saving and sending.