Quabbly Help Resource

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.

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 "Workflow"

5. Click on "Create Workflow"

Click on "Create Workflow"

6. Click on "Add Trigger"

Click on "Add Trigger"

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

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

8. Click on "Continue - Setup Action"

Click on "Continue - Setup Action"

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

Scroll to or Search "Quabbly Utilities - Merge Document"

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

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

11. Click on "Source Document"

Click on "Source Document"

12. Click on "browse"

Click on "browse"

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 "Select Output"

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 "Add another action" to choose a delivery destination for then generated documents

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

Click on "Google Drive - Upload File To Folder

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: "{First Name} Doc"

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

Choose the attachment from the "Merge Document" action

28. Click on "Save Workflow"

Click on "Save Workflow"

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 " + Record" to add records to your board

32. Click on "Add Record"

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

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