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"Also, creating and saving documents repeatedly in PDF... isn't there a way to improve this?"
"I wish I could share PDF documents via chat tools..."
If you have such concerns, why not let automation handle your tasks?
Creating, saving, and sharing documents manually is not only cumbersome but also prone to errors.
This time, we will introduce a method to generate PDFs based on responses from Google Forms and save them to Box.
By automating the entire process, you can reduce your workload.
This is especially suitable for those who want to streamline application processes and document management!
Additionally, you can also automatically send PDF documents via chat tools or email, making sharing a breeze!
Why not consider implementing automation by referring to this article?
Yoom offers templates for automating workflows using Google Forms! If you want to try it right away, click the banner below to get started!
■Overview
The workflow of "issuing a PDF based on the contents of a Google Form and storing it in Box" streamlines document creation tasks.
Documents are automatically issued and stored in Box, improving work efficiency.
■Recommended for
■Benefits of using this template
By linking Google Forms with Box, a flow is realized that quickly generates PDFs based on responses and stores them securely.
Using this flow eliminates the hassle of manual document creation and management, thereby improving business efficiency.
In particular, as repetitive tasks are automated, employees can focus on other important tasks.
Additionally, this automation is expected to reduce human errors and maintain data accuracy.
There are several ways to automatically create PDFs from Google Forms. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example that interests you, register an account, and you can immediately experience automatic PDF creation.
Registration takes just 30 seconds, so feel free to give it a try!
You can automatically create PDFs based on response data from Google Forms and save them to a specified storage service.
This allows you to quickly document and store information from forms, facilitating smooth management of applications and reports.
It's recommended for those who want to promote paperless operations and automatic document organization.
■Overview
The workflow of "issuing a PDF based on the contents of a Google Form and storing it in Box" streamlines document creation tasks.
Documents are automatically issued and stored in Box, improving work efficiency.
■Recommended for
■Benefits of using this template
By linking Google Forms with Box, a flow is realized that quickly generates PDFs based on responses and stores them securely.
Using this flow eliminates the hassle of manual document creation and management, thereby improving business efficiency.
In particular, as repetitive tasks are automated, employees can focus on other important tasks.
Additionally, this automation is expected to reduce human errors and maintain data accuracy.
■Overview
The workflow of "Issuing PDF documents from Google Form contents and storing them in Dropbox" contributes to the efficiency of document issuance tasks.
Since routine tasks are automated, the workload is reduced.
■Recommended for
■Benefits of using this template
By linking Google Forms with Dropbox, there is the benefit of being able to quickly save form submissions as PDFs.
This facilitates smooth information management and reduces manual errors.
Furthermore, since the saved PDF files can be shared via Dropbox, it promotes information sharing within the team.
Files are automatically organized on Dropbox, making it easy to search and use them later.
Using this flow improves work efficiency and makes data management significantly easier.
Automatically generate PDFs based on responses from Google Forms and automatically send/forward them to chat tools like Slack or Discord.
This can enhance speedy information sharing and streamline reporting tasks. It is recommended for those who want to improve the overall work speed of their team.
■Overview
The workflow "Generate a PDF based on Google Form responses and notify on Discord" contributes to speeding up document creation and information sharing.
It improves work efficiency by reducing the time required for tasks.
■Recommended for
■Benefits of using this template
By implementing an automated flow that generates a PDF based on Google Form responses and notifies on Discord, you can gain many benefits.
Firstly, since the information entered in Google Forms is quickly converted into a PDF, the burden of manual work is reduced.
This allows you to allocate time and effort to other important tasks.
Furthermore, since PDFs are generated automatically, the accuracy of information increases, and the risk of human error decreases.
Notifications on Discord allow the person in charge to quickly grasp the situation and respond promptly as needed.
You can automatically generate PDFs based on responses from Google Forms and send or forward them to specified email addresses.
This is ideal for automating applications, reports, order confirmations, and is recommended for those who want to reduce manual handling and ensure reliable email notifications.
■Overview
This flow involves creating a contract using information submitted via Google Forms and sending it through CloudSign.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those managing Google Forms
・Recruiters handling onboarding procedures
・Those using Google Forms for collecting customer information or accepting business meeting requests
2. Those using CloudSign for contract creation
・HR personnel creating contracts related to onboarding procedures
・Those looking to streamline contract creation
■Benefits of using this template
Creating contracts for onboarding procedures can be a hassle.
Drafting contracts for each employee is time-consuming and can increase the workload for the responsible personnel, potentially hindering efficient business operations.
This flow allows you to create contracts based on information submitted via Google Forms and send them through CloudSign, thus streamlining operations.
Since the submission of responses in Google Forms acts as a trigger, you can create and send contracts in a timely manner.
■Important Notes
・Please integrate Yoom with Google Forms, Google Docs, and CloudSign.
・Refer to the following link for methods to retrieve response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
In this workflow, when a customer submits a response through Jotform, a contract can be automatically created in CloudSign. This streamlines the contract process and prevents errors.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
Let's get started on creating a flow to automatically generate PDFs from Google Forms! This time, we'll be using Yoom to proceed with the setup without any coding. If you don't have a Yoom account yet, please create one from this registration form.
[What is Yoom]
This time, we will create a flow bot to generate a PDF based on the content of a Google Form and store it in Box!
The creation process is broadly divided into the following steps:
■Overview
The workflow of "issuing a PDF based on the contents of a Google Form and storing it in Box" streamlines document creation tasks.
Documents are automatically issued and stored in Box, improving work efficiency.
■Recommended for
■Benefits of using this template
By linking Google Forms with Box, a flow is realized that quickly generates PDFs based on responses and stores them securely.
Using this flow eliminates the hassle of manual document creation and management, thereby improving business efficiency.
In particular, as repetitive tasks are automated, employees can focus on other important tasks.
Additionally, this automation is expected to reduce human errors and maintain data accuracy.
[Preparation]
Since we are assuming the creation of a contract in PDF format based on information from a Google Form, we have prepared a response form as shown below.
Please create a response form in advance according to the PDF you want to create.
Similarly, you need to prepare a contract in Google Docs.
Please refer to this.
📄 How to Set Up "Issuing Documents" | Yoom Help Center
For this example, we created it in the following format.
1)After logging into your Yoom account, register the apps you will use next.
Click "My Apps" and select "+ Add".
2)A list of apps that can be connected with Yoom will be displayed, and you can search for each app one by one using the search box.
[For Google Forms and Google Docs]
Once you can select Google Forms and Google Docs, please log in with your Google account.
[For Box]
Once you can select Box, log in with the target account and click "Allow access to Box".
3)Once registration is complete, an icon will be displayed in My Apps.
Please check if the icon of the registered app is displayed.
Now, let's proceed with the explanation using the template.
1) First, click on the "Try it" icon.
■Overview
The workflow of "issuing a PDF based on the contents of a Google Form and storing it in Box" streamlines document creation tasks.
Documents are automatically issued and stored in Box, improving work efficiency.
■Recommended for
■Benefits of using this template
By linking Google Forms with Box, a flow is realized that quickly generates PDFs based on responses and stores them securely.
Using this flow eliminates the hassle of manual document creation and management, thereby improving business efficiency.
In particular, as repetitive tasks are automated, employees can focus on other important tasks.
Additionally, this automation is expected to reduce human errors and maintain data accuracy.
2) The following confirmation screen will appear, click "OK".
Once displayed as below, the template has been copied.
The title and details can be edited by clicking. The copied template is saved in My Projects, so you can also open it from there.
Click the icons with "!" displayed on the right in order from the top to set the operation.
1) First, let's click "App Trigger When a response is submitted to the form"!
2) Ensure that the action "When a response is submitted to the form" is selected, then click "Next".
3) Select the trigger activation interval and enter the form ID.
The trigger activation interval varies depending on the subscription plan.
Please check the details of your plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
If there are no particular preferences, we recommend selecting the shortest time for your plan!
Once entered, try entering and submitting the response form.
After submission, click test to succeed, then "Save".
1) Return to the flow and click the "Issue Document" icon.
2) Ensure that the action "Issue Document" is selected and enter the "Document File ID".
The Document File ID will be displayed when you click the box, showing the linked IDs. Select the ID you want to use.
Additionally, you can select from the output for the output file name to reflect the form content. Please utilize this.
About Output | Yoom Help Center
3) Enter the replacement string.
The "String to be replaced" contains the replacement parts of the created contract, so select and enter the relevant information from the Google Form output in the "Replacement string".
Once input is complete, click "Test".
After the test is complete, click "Save".
1) Return to the flow and click the "Integrate with App Upload File" icon.
2) Ensure that the action "Upload File" is selected, then click "Next".
3) The file name can be selected and inserted from the Google Form output obtained earlier.
Ensure that the file attachment method is "Use obtained value" and the file is "Issued Document", then test.
After the test is complete, click "Save".
This completes the flow of 【Issuing a PDF based on Google Form content and storing it in Box】.
Once the setup is complete, the following display will appear, click "Turn on the trigger".
Activate the flow bot and check if it operates correctly.
When a user responds to a form, it can automatically reflect in Asana or save data in Microsoft Excel.
Furthermore, it is possible to create tasks or records by integrating with other tools!
Streamline regular surveys and application tasks to prevent team oversight.
◼️Overview
Automatically input information sent via Google Forms into an Excel table.
Please check this article for how to retrieve responses from Google Forms.
◼️Notes
・Feel free to change the information retrieved from the form and the Excel settings as needed.
・The online version of Excel is required.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow for registering information submitted via Google Forms into Asana.
■Recommended for
1. Those who collect information using Google Forms
・Those who use Google Forms for collecting survey or inquiry content
・Those who manage responses from Google Forms
2. Those who manage tasks using Asana
・Those who want to add Google Forms responses as tasks
・Those who centrally manage customer service tasks in Asana
■Benefits of using this template
Google Forms allows you to create custom forms tailored to your needs.
It can be utilized for collecting surveys or as an inquiry form, making information collection more efficient.
However, when it comes to task management, if you want to add Google Forms responses to a task management tool, manual input is required, which can be cumbersome.
This template allows you to automatically register Google Forms responses into Asana, reducing the burden of manual work.
By automating task registration in Asana, you can prevent manual input errors and omissions.
■Notes
・Please integrate both Google Forms and Asana with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The "Request Signatures with DocuSign for Google Form Responses" workflow automatically sends data collected from Google Forms to DocuSign, enabling a swift signature acquisition process. This workflow eliminates the need for manual data transfer and signature requests, ensuring an efficient and accurate process.
■Recommended for
■Benefits of Using This Template
■Overview
This is a flow bot that automatically links response information submitted via Google Forms to the lead object in Salesforce.
It can be used when you want to register user information submitted from an inquiry form as a lead.
Additionally, you can change the object where the data is stored to any object, such as the opportunity object or account object, for use.
■Notes
・Please feel free to change the settings of Google Forms and Salesforce as needed.
・Integration settings with Yoom are required for both Salesforce and Google Forms.
・Available with Yoom's Team Plan or higher.
・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow where a reservation is created in Google Calendar when new interview reservation information is submitted to Google Forms.
Without having to manually check the response information in Google Forms, interview reservations are automatically added to Google Calendar, eliminating any omissions or errors in scheduling.
■Notes
・Integration with both Google Forms and Google Calendar with Yoom is required.
・Feel free to change the settings of the integrated Google Calendar and the content of Google Forms as you use them.
・For information on how to retrieve response content when using Google Forms as a trigger, please refer to the following.
This time, we introduced an automation process that creates documents in PDF format based on responses from Google Forms and saves them to Box.
By centralizing everything from document creation to storage, you should be able to reduce errors caused by manual work.
This can lead to improved work speed and prevention of document loss.
This automation is especially recommended for those involved in tasks that regularly handle applications and contracts.
If you are even slightly interested in Yoom, click here to register for free.
Registration takes just 30 seconds!
By utilizing templates, the introduction of automation becomes smoother, and the ability to set it up without any coding is a major attraction.
If you have been spending time on document creation and storage, please try this automation!
The time saved through automation can be allocated to other tasks.
