In this article, we'll see how to use AutomatedDocs to create Docs and PDF documents from Google Forms submissions.
This enhances your workflow by utilizing native integration between AutomatedDocs and Google Forms to automatically create all your invoices without any manual work.
We already covered in detail different methods to convert Google Forms to documents. In this article, we will present a step-by-step tutorial to do it with Automated Docs.
Configure Automated Docs to generate documents from Google Forms
1. Upload Your Template
The first step involves configuring our document creation with AutomatedDocs is uploading your template. Templates can be anything you need, like Time-off-requests, Training Request, etc.
From the Templates section, let's click “Add New” and upload the template
Once uploaded, our template is ready.
2. Connect Google Forms to Automated Docs.
To connect the Google Forms to our template, let's click on Data Inputs > Google Forms
After choosing the form you wish to connect, we need to map each field in our template to the corresponding form field
That's all, now each time you submit the form a new document will be generated.
3. Automatically send documents via email. (Optional)
After connecting your forms to automated docs, for each submission, a new document will be generated. Now we need to set up how we will deliver this document. From the Template Settings page, let's click on Document Deliveries and finally Email.
From here, we can configure to whom we will send the generated document.
We can use any field from the document to build our email.
4. Save Generated Invoices in a Google Drive Folder (Optional)
If we wish to also save the generated Document in a Google Drive folder, from Template Settings, let's click on Document Deliveries and finally on Google Drive.