Q: Can i have like a source file, lets say a Google Docs, and use that info to fill other Google Docs or excel templates?
I mean as example: in my source i have 5 columns in this order: Product Name, SKU, UPC Code, Product Family, Price. And i want to automatic populate another template i uploaded before with other 5 columns in this order: Price, SKU, Product Name, Product Family, UPC code.
Is it possible?
My us case its because from one source i need to populate a lot of different excels for different platforms that basically have the same info some times in other order, sometimes called different (i.e SKU = Item #)
A: We do not support excel templates yet. With the platform, you could read the Excel and fill the doc template. If you need data from multiple sources, you will need to consolidate the data in an Excel before generating the document.
Since we subscribe to excel or google sheets webhooks, if you consolidate this data using Zapier, for example, once the data is completed, the document will be created automatically
Yes, it's just 1 excel as source, but need to populate other excels, so i assume you don't have Excel as destination Docs, right? At least not yet, it will be an option in the future?
@scampini Yes! Updating back the excel/gsheets/airtable with the link of the generate document is on the way. I would say by friday 29/03 should be ready.
Q: I don’t want anything saved in Google Drive or really anywhere.
I do not need a copy of the document at all.
I need a way to generate a PDF after they fill out a form and have it be emailed as an attachment to a client. I would need to do this via an API (webhook of some kind).
And are we able to insert dynamic images as well? Or are the variables only text?
Some of the forms we create require a signature so the signature gets captured as an image. We would like to insert a copy of the signature into the PDF that is generated.
I have a Questionnaire, which automatically feeds my Google sheets 2. I need certain data from the sheet would be automatically placed in Google doc to automate the paperwork 3. This is about training, so I need the data to be transferred to Google Slides, where I prepared the certificates. I want to initialize the actions manually and possibly edit the documents.
I use Airtable daily. Can I implement document creation across multiple bases as long as I stay within my plan's allowance? Also, does AutomatedDocs allow generated documents to be automatically stored within the Airtable base field without the need for a third-party application or webhooks?
A: Yes! Each template can be linked to one Airtable database. As long as you stay within the plan limits, there are no limitation on the number of templates.
We do not support adding the document back to the Airtable DB yet, we are currently working on it.
A: We would like to offer a native integration with signing software (Signwell, Docusign, Etc) Currently is only possible using webhooks or via Make/Zapier
We offer webhooks for both capturing data and delivering the resulting documents. You can easily use Make.com to send us data via a webhook, and in turn, we can send a webhook back to Make.com containing the URL for the generated document. Alternatively, our platform also supports direct integrations for document delivery.
If you need any guidance on setting this up or have any questions, we're here to help!
Q: Use case question
If a realtor wanted to have a landing page with a chatbot /Or not.
Could a person on the page type in 3 beds, 2 bath, 1 story, pool, zip code AND a attached spreadsheet could create a list (PDF/Docx) that can be downloaded OR sent to the person’s email or sms but have clickable links that takes them to the home listing ?
Possible in this scenario? Is this straightforward or complex if can be done using your tool.
1. I wonder if I can use a form that my client fills out, the form content is sent via webhook to AutomatedDocs, and a PDF doc is sent to the client's email? 2. If over 1000 docs are created in one month, is it possible to purchase additional documents?
1) We have on the roadmap adding multiple email workflows. Which includes using a field from the form as a To in the email and other fields in the Subject and Body. It's not ready yet, but high on our to-do list.
2) We don't have a credit system in place, but is something we could look into it.
Ok, I found the answer to question 1 here: https://automateddocs.com/article/google-forms-to-pdf But I wonder if the AppSumo deal is only for internal use, or can I offer this as a service to my clients?
The team feature is primarily designed to facilitate collaboration within the platform, rather than to support the reselling of the service. As such, all team members are granted access to view and download generated documents. However, only the individual who created a template has the authority to edit certain integrations and settings associated with that template.
Q: Can i have like a source file, lets say a Google Docs, and use that info to fill other Google Docs or excel templates?
I mean as example: in my source i have 5 columns in this order: Product Name, SKU, UPC Code, Product Family, Price. And i want to automatic populate another template i uploaded before with other 5 columns in this order: Price, SKU, Product Name, Product Family, UPC code.
Is it possible?
My us case its because from one source i need to populate a lot of different excels for different platforms that basically have the same info some times in other order, sometimes called different (i.e SKU = Item #)
cmaggi
May 14, 2024A: We do not support excel templates yet. With the platform, you could read the Excel and fill the doc template. If you need data from multiple sources, you will need to consolidate the data in an Excel before generating the document.
Since we subscribe to excel or google sheets webhooks, if you consolidate this data using Zapier, for example, once the data is completed, the document will be created automatically
Share Automated Docs
Yes, it's just 1 excel as source, but need to populate other excels, so i assume you don't have Excel as destination Docs, right? At least not yet, it will be an option in the future?
@scampini Yes! Updating back the excel/gsheets/airtable with the link of the generate document is on the way. I would say by friday 29/03 should be ready.
Q: I don’t want anything saved in Google Drive or really anywhere.
I do not need a copy of the document at all.
I need a way to generate a PDF after they fill out a form and have it be emailed as an attachment to a client. I would need to do this via an API (webhook of some kind).
Is this possible with your program?
cmaggi
May 14, 2024A: Hello,
We are currently working on this feature. It should be ready by the end of the week / early next week.
Share Automated Docs
That sounds great!
And are we able to insert dynamic images as well? Or are the variables only text?
Some of the forms we create require a signature so the signature gets captured as an image. We would like to insert a copy of the signature into the PDF that is generated.
Sorry, I can't find a way to reply to the second question
We support images to. You need to send the image URL or the base64 encode of the image.
Q: Can I upload my own fonts?
Khmer Unicode.
cmaggi
May 15, 2024A: If the font is not proprietary, we can install it for you. Please get in touch at support@automateddocs.com for further assistance.
Share Automated Docs
Q: Hello, my workflow is following: 1.
I have a Questionnaire, which automatically feeds my Google sheets
2. I need certain data from the sheet would be automatically placed in Google doc to automate the paperwork
3. This is about training, so I need the data to be transferred to Google Slides, where I prepared the certificates.
I want to initialize the actions manually and possibly edit the documents.
cmaggi
May 15, 2024A: Hello,
You can create the documents (docs) automatically and have it saved as .docx in your google drive where you can edit them.
Currently we do not support Slides.
Share Automated Docs
Q: Hello, I have two questions.
I use Airtable daily. Can I implement document creation across multiple bases as long as I stay within my plan's allowance? Also, does AutomatedDocs allow generated documents to be automatically stored within the Airtable base field without the need for a third-party application or webhooks?
cmaggi
May 15, 2024A: Yes! Each template can be linked to one Airtable database. As long as you stay within the plan limits, there are no limitation on the number of templates.
We do not support adding the document back to the Airtable DB yet, we are currently working on it.
Share Automated Docs
Q: Can we create documents and sent to the clients to sign?
Thank you!
cmaggi
May 15, 2024A: We would like to offer a native integration with signing software (Signwell, Docusign, Etc) Currently is only possible using webhooks or via Make/Zapier
Share Automated Docs
Q: Hello, I'm interested in your software.
One question, even if I think I have the answer.
Is it possible to automate document creation using software like Make / Zapier?
> I use Make
Because I think it is via webhooks. My question is this: do we distribute the data via Make or via your tool?
See you soon
cmaggi
May 14, 2024A: Hi!
We offer webhooks for both capturing data and delivering the resulting documents. You can easily use Make.com to send us data via a webhook, and in turn, we can send a webhook back to Make.com containing the URL for the generated document. Alternatively, our platform also supports direct integrations for document delivery.
If you need any guidance on setting this up or have any questions, we're here to help!
Share Automated Docs
Thank you for your responsiveness.
Do you have a demo? A tutorial?
Q: Is it possible to get the document-link into the google sheet or airtable so it can be downloaded directly ...
from the sheet (a row where the link is shown)?
cmaggi
May 15, 2024A: Hello,
Not right now, we support Google Drive, but this seems like a good idea. I will add it to our roadmap.
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Q: Hello !
If we need more than 1.000 documents per month, how can we do ? is there a price per document after the limit ?
cmaggi
May 15, 2024A: Hello!
We are working on supporting buying documents credits for people that needs more than 1000 documents.
Share Automated Docs
Q: Use case question If a realtor wanted to have a landing page with a chatbot /Or not.
Could a person on the page type in 3 beds, 2 bath, 1 story, pool, zip code AND a attached spreadsheet could create a list (PDF/Docx) that can be downloaded OR sent to the person’s email or sms but have clickable links that takes them to the home listing ?
Possible in this scenario? Is this straightforward or complex if can be done using your tool.
cmaggi
May 15, 2024A: You will need to use an automation tool like Zapier, Make.com, Etc. We are focusing on generating the document from templates.
Share Automated Docs
Q: Do you have any Demo Video i can watch to better understand how it works?
Thanks
cmaggi
May 15, 2024A: We are working on it. I will update the listing once we do.
Share Automated Docs
Q: This is interesting.
1. I wonder if I can use a form that my client fills out, the form content is sent via webhook to AutomatedDocs, and a PDF doc is sent to the client's email?
2. If over 1000 docs are created in one month, is it possible to purchase additional documents?
cmaggi
May 15, 2024A: Hi,
1) We have on the roadmap adding multiple email workflows. Which includes using a field from the form as a To in the email and other fields in the Subject and Body. It's not ready yet, but high on our to-do list.
2) We don't have a credit system in place, but is something we could look into it.
Share Automated Docs
Ok, I found the answer to question 1 here: https://automateddocs.com/article/google-forms-to-pdf
But I wonder if the AppSumo deal is only for internal use, or can I offer this as a service to my clients?
The team feature is primarily designed to facilitate collaboration within the platform, rather than to support the reselling of the service. As such, all team members are granted access to view and download generated documents. However, only the individual who created a template has the authority to edit certain integrations and settings associated with that template.