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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.
<span class="mark-yellow">By automating the entire process, you can reduce your workload.</span>
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!
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.
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.
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.
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:
[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.
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.
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.
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