Docs Builder

App metadata

{
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  "description": "<p>Introducing <strong><em>Docs Builder</em></strong>, a powerful integration designed to revolutionize document creation within monday.com. Bid farewell to manual processes and embrace an efficient workflow with Docs Builder.</p><p><em>Generate PDF documents</em> seamlessly from Google Docs templates, replacing placeholders with real-time data from your monday.com boards. This automated approach ensures precision and consistency in every document.</p><p><br></p><p><strong>Key Features:</strong></p><ul><li><strong>Effortless Integration:</strong> Find \"Docs Builder\" in the monday.com Marketplace, install it, select your target board, and follow the prompts for setup.</li><li><strong>Template Preparation:</strong> Create a Google Docs template with designated placeholders (e.g., <em>{{CustomerName}}</em>, <em>{{InvoiceNumber}}</em>) and save it in Google Drive.</li><li><strong>Create a Recipe:</strong> Customize a recipe to your needs, choosing where to save the generated PDFs.</li><li><strong>Generating PDF Files:</strong> When you run your recipe, Docs Builder automatically starts the document generation process.</li><li><strong>Output File Placement:</strong> PDFs are saved based on your column selection during recipe creation.</li></ul><p><br></p><p><strong>Use Case Example:</strong></p><p>Imagine you run a small business and need to create invoices for your clients. With Docs Builder, this process is a breeze.</p><p><br></p><p>Set up a Google Docs template with placeholders like <strong>{{<em>CustomerName</em>}}</strong>, <strong>{{<em>InvoiceNumber</em>}}</strong>, and <strong>{{<em>AmountDue</em>}}</strong>. In your monday.com board, you have an item with details like <strong>Name</strong>: John Doe, <strong>Invoice</strong>: INV-001, <strong>Amount</strong>: $1000.</p><p><br></p><p>With Docs Builder, these details are seamlessly integrated into your template, resulting in a complete, professional invoice ready for saving and sending.</p><p><br></p><p><strong>Interested in learning more? </strong><a href=\"https://calendly.com/dharmik-baruzotech/30min\" rel=\"noopener noreferrer\" target=\"_blank\"><strong><em>Get a free demo here</em></strong></a> with our team to explore the full potential of the <em>Docs Builder</em> integration.</p>",
  "short_description": "Generate documents from template and export in pdf format.",
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  "feedback_url": "info@baruzotech.com,dharmik@baruzotech.com",
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  "name": "Docs Builder",
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  "created_at": "2023-12-14T10:49:16.954Z",
  "updated_at": "2024-01-28T17:19:34.723Z",
  "how_to_use_url": "https://www.baruzotech.com/guides/docs-builder-how-to-use",
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