How to Automatically Generate Documents (PDF/Docx) from Your Data using the Merge Document Action
How to Automatically Generate Documents (PDF/Docx) from Your Data using the Merge Document Action
This article shows how to perform document generation from your data using a template document.
Written by Jamiu Ozigi
Updated over a week ago
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1. Prepare your document template
Place to curly brackets around the variable data in your document. Example: {First Name}, {Company Name} etc.
2. Open the board containing your data
3. Have your fields set
4. Click on "Workflow"
5. Click on "Create Workflow"
6. Click on "Add Trigger"
7. Choose a Trigger (In this case "When a record is created"
8. Click on "Continue - Setup Action"
9. Scroll to or Search "Quabbly Utilities - Merge Document"
10. Upload your template document by click on "Click to add File or placeholder"
11. Click on "Source Document"
12. Click on "browse"
13. Select your template document from your local storage
14. Click on Upload
15. Map the fields from your document template to fields containing the data
16. Click on Custom
17. Map other fields
18. Click on "Select Output"
19. Choose your preferred output: docx/pdf
20. Click on "Add another action" to choose a delivery destination for then generated documents
21. Click on "Google Drive - Upload File To Folder
22. Click on Select An Account
23. Choose an acount
24. Choose a Folder
25. Click on Name
26. Setup a variable name. Ex: "{First Name} Doc"
27. Choose the attachment from the "Merge Document" action
28. Click on "Save Workflow"
29. Name your workflow and save
30. You have a saved workflow ready to run when a trigger is detected
31. Click on " + Record" to add records to your board
32. Click on "Add Record"
33. A new document would be generated for the new record and uploaded to the Google Drive folder selected in the workflow
34. See the newly generated document in the Google Drive folder