This automation is the same as Export to Word – Templated document generation, but with the additional step of sending an email with a PDF version of the document attached.
These automations allow you to generate all your professional documents, invoices, quotes, legal agreements or any other type of file from your own templates.
How the automation works
Here’s a walkthrough video to show how the automation works:
Key features
- Generate Word documents on status change or button click
- Use your own custom templates with your own branding, stored on SharePoint Online
- Populates data from items and subitems
- Store the generated documents within your company SharePoint folder displayed in the item view
- Send a notification email to the email address stored in a column, with a PDF version of the document attached
Prerequisites
The configured folder for the item must have been created by either:
Prepare your Word templates containing tags which match your monday.com board structure:
Store your document templates using a unique and easy-to-remember name in a SharePoint site.
Example templates
Browse the Document template gallery to view examples.
Get a free support session to help with your templating needs.
Included automations/triggers
- Create document on button press
- Create document on status change
Benefits over alternative document generators
- Store all generated documents in SharePoint Online for version history and change tracking
- Different buttons or status changes can create documents from different templates