Google Docs + SmartSuite
Create new Google Docs documents from templates each time a record is created in SmartSuite
Effortlessly manage your data with this workflow. Once a new record is created in SmartSuite, a new document will be generated from a selected template in Google Docs. This not only streamlines your data documentation but also minimizes the time spent on repetitive tasks. Enjoy efficient and organized work processes created with this automatic link between SmartSuite and Google Docs.
Effortlessly manage your data with this workflow. Once a new record is created in SmartSuite, a new document will be generated from a selected template in Google Docs. This not only streamlines your data documentation but also minimizes the time spent on repetitive tasks. Enjoy efficient and organized work processes created with this automatic link between SmartSuite and Google Docs.
- When this happens...Create Record
Triggers when new record is created.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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