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Docs Builder
Generate documents from templates inside monday.com - exported to PDF.
Docs Builder is a powerful integration designed to simplify document creation within monday.com. With Docs Builder, you can effortlessly generate PDF documents from Google Docs templates, seamlessly replacing placeholders with real-time data from your monday.com boards. Say goodbye to manual document creation and experience a more efficient workflow with Docs Builder. Get a free demo here
Example: Creating a Customer Invoice with Docs Builder
Let's say you run a small business and need to create invoices for your clients. Docs Builder makes this process a breeze.
1. Template Setup. You've created a Google Docs template for your invoices. It has special placeholders, denoted by double curly braces, like this Customer Name: {{CustomerName}}Invoice Number: {{InvoiceNumber}}Amount Due: {{AmountDue}}
2. Board Data. In your monday.com board, you have an item for a recent transaction: Name : John DoeInvoice : INV-001Amount : $1000
3. Automatic Replacement. When you use Docs Builder, it automatically takes this information and puts it into your template. So, it replaces {{CustomerName}} with John Doe, {{InvoiceNumber}} with INV-001, and {{AmountDue}} with $1000.
4. Generated Invoice. The result is a complete invoice that looks like this:Customer Name: John DoeInvoice Number: INV-001Amount Due: $1000
5. Save and Send. You can then save this invoice and send it to your client, all within mnonday.com.
How it works
Up and running in a few steps
1
Installation
- Visit the monday.com Marketplace and find "Docs Builder." - Install the Docs Builder app and select the target board. - Follow the prompts for installation.
2
Template Preparation
- Create a Google Docs template with designated placeholders (e.g., {{CustomerName}}, {{InvoiceNumber}} ). - Save the template in your Google Drive.
3
Accessing Docs Builder
- Log in to monday.com and navigate to the relevant board containing the data for document generation.
4
Create a Recipe
- Set up a recipe based on your specific requirements. - Choose the columns where you want to save the generated PDF file at the end of the process.
5
Generating PDF Files
- When you run your recipe, Docs Builder will automatically initiate the document generation process.
6
Output File Placement
- The resulting PDF file will be automatically saved based on your column selection during recipe creation. This streamlined approach ensures that the document generation process is automated, making it convenient for users to generate PDF files from monday.com data using Docs Builder. If you have any additional questions or require further assistance, feel free to consult our support resources or reach out to our team for guidance.
FAQ
Docs Builder questions, answered
Yes, Docs Builder prioritises data security. We do not store or access your board data. The integration securely processes data in real-time to generate the documents.
Currently, Docs Builder supports PDF export only. You can generate your documents in PDF format.
To install Docs Builder, go to the monday.com Marketplace, search for "Docs Builder," and click on the app. Then, select the board where you want to use Docs Builder and follow the prompts to install the integration.
Since the generated document is in PDF format, editing capabilities are limited. You can, however, make changes to your template in Google Docs and generate a new PDF document if needed.
Docs Builder supports templates stored in Google Docs. These templates can include text, tables, images, and other standard Google Docs elements.
If you update the data in your monday.com board, you can simply re-generate the document using Docs Builder. It will pull the updated information and replace the placeholders accordingly.
Setting up a template is easy! Simply create a Google Docs file with placeholders that correspond to the data you want to pull from your monday.com board. These placeholders will be automatically replaced with actual data when you generate a document using Docs Builder.
Yes, absolutely! Docs Builder allows you to use dynamic data fields from your monday.com board. These fields will be used to replace the placeholders in your template with real-time information.
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