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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.

Prepare your document template

2. Open the board containing your data

3. Have your fields set

Have your fields set

4. Click on "Workflow"

Click on

5. Click on "Create Workflow"

Click on

6. Click on "Add Trigger"

Click on

7. Choose a Trigger (In this case "When a record is created"

Choose a Trigger (In this case

8. Click on "Continue - Setup Action"

Click on

9. Scroll to or Search "Quabbly Utilities - Merge Document"

Scroll to or Search

10. Upload your template document by click on "Click to add File or placeholder"

Upload your template document by click on

11. Click on "Source Document"

Click on

12. Click on "browse"

Click on

13. Select your template document from your local storage

Select your template document from your local storage

14. Click on Upload

Click on Upload

15. Map the fields from your document template to fields containing the data

Map the fields from your document template to fields containing the data

16. Click on Custom

Click on Custom

17. Map other fields

Map other fields

18. Click on "Select Output"

Click on

19. Choose your preferred output: docx/pdf

Choose your preferred output: docx/pdf

20. Click on "Add another action" to choose a delivery destination for then generated documents

Click on

21. Click on "Google Drive - Upload File To Folder

Click on

22. Click on Select An Account

Click on Select An Account

23. Choose an acount

Choose an acount

24. Choose a Folder

Choose a Folder

25. Click on Name

Click on Name

26. Setup a variable name. Ex: "{First Name} Doc"

Setup a variable name. Ex:

27. Choose the attachment from the "Merge Document" action

Choose the attachment from the

28. Click on "Save Workflow"

Click on

29. Name your workflow and save

Name your workflow and save

30. You have a saved workflow ready to run when a trigger is detected

You have a saved workflow ready to run when a trigger is detected

31. Click on " + Record" to add records to your board

Click on

32. Click on "Add Record"

Click on

33. A new document would be generated for the new record and uploaded to the Google Drive folder selected in the workflow

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

See the newly generated document in the Google Drive folder

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