This is so interesting. I would love to take a google sheet to a template in my guru wiki, but I'm not sure I can do it. However, a workaround might be to collect the information via a slack form, have that info populate into a google doc, and then anytime a new google doc populates in a folder it will automatically create a new card in guru. A much longer path to success, but I'm going to try this.
Bro! i have a problem, Custome/Template Field do not show on my ACTION section, so I cant connect the brackets custome fields, to the action in the new google docs from template, any ideas what am I doing wrong,
@@BenGreenSystems thank you. Also - when I pull through the data to the doc it groups all products and all quantities together - is there a way for them to be on individually on each line- thanks
Thank you. Is there a way to 'quick map' the fields from the Column Names and to the {{}} Names instead of manually picking each one from a drop down? I have hundreds of updates to do and this seems like a slow process.
Thanks for the demo Ben. Very helpful. Could you send data to multiple documents from one spreadsheet? Or just make them as multiple pages in one document?
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Thanks. This is very interesting. Once you get your Doc generated can you then have Zapier create a DocSign workflow?
This is so interesting. I would love to take a google sheet to a template in my guru wiki, but I'm not sure I can do it. However, a workaround might be to collect the information via a slack form, have that info populate into a google doc, and then anytime a new google doc populates in a folder it will automatically create a new card in guru. A much longer path to success, but I'm going to try this.
Yes. Just add the adding of a card in guru as the final step in the automation, including a link to the google doc
Bro! i have a problem, Custome/Template Field do not show on my ACTION section, so I cant connect the brackets custome fields, to the action in the new google docs from template, any ideas what am I doing wrong,
Can you fill in a table on a google doc with merge fields?
Thanks for the post.
I managed to create a doc and pulled info from sheets.
How do I trigger it mail the new doc to a specific email?
You would add another action at the end of the automation to "send email" to them with your desired mail service!
@@BenGreenSystems thank you. Also - when I pull through the data to the doc it groups all products and all quantities together - is there a way for them to be on individually on each line- thanks
@@CapeGambi If there are a standard number of items and the info is separated into standard columns, then yes absolutely. Is this the case?
@@BenGreenSystems Hi Ben. No - order could be 1 or 100 items
I do this but I use Integromat instead of Zapier. Just has more to offer especially with more complex integrations.
Interesting. I personally dislike Integromat. Just my opinion!
Thank you. Is there a way to 'quick map' the fields from the Column Names and to the {{}} Names instead of manually picking each one from a drop down? I have hundreds of updates to do and this seems like a slow process.
It is indeed slow.. BUT, you only have to do this once. Once it is done right* the first time, you will never have to mess with it again
Legend
Much appreciated. Let me know other things you are looking to do & I can make a video on how!
Is there a way to insert a table?
with free google account you cant create a doc template. correct? I am stuck here.
I am not sure. You should be able to
Can you use the same features to autofill specific cells in another google sheet while a new sheet from a template?
I just looked this up.. it appears you can copy an existing worksheet or spreadsheet zapier.com/apps/google-sheets/integrations
Is iit possible to include images?
I have never tried with docs, but I was successful with google slides so I would imagine so.
Drop a comment with an automation you are stuck on!
Thanks for the demo Ben. Very helpful. Could you send data to multiple documents from one spreadsheet? Or just make them as multiple pages in one document?
@@JaneTabachnick Are you wanting to send multiple rows of data to one document?